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  Home > Press Room > Blog> Dividend Webinar: Learn How to Calculate the Tax Status of Dividends



Consult Resources to learn all about Tax Analysis of Securities Transactions (TAST).

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Dividend Webinar: Learn How to Calculate the Tax Status of Dividends

Tuesday, July 14, 2015

We may be witnessing the beginning of a downward trend in the world of dividends. According to S&P Dow Jones Indices, the first half of 2015 has seen a decline (12.2%) in positive dividend actions compared to the same period in 2014. It is not clear whether or not this decline will continue. Although the future of dividend-producing investments may be uncertain, the tax laws regarding dividend income are quite clear. Ordinary dividends that meet specific criteria can be taxed at a lower long-term capital gains tax rate rather than at a higher tax rate for an individual's ordinary income. What are those criteria? How do you accurately determine when dividends qualify for preferential tax treatment? On July 15th, “Tax Analysis of Dividends,” our 6th Taxable Events webinar, will address these and other questions and provide best practices guidelines on how to accurately compute the tax status of dividends.

During “Tax Analysis of Dividends,” G2 CEO and Founder George Michaels, an authority on tax analysis / accounting of securities transactions (TAST), will provide an overview of IRC rules pertaining to Qualified Dividends (IRC § 1(h)(11)), Dividends Received Deductions (IRC § 243) and Short Dividends (IRC §263(h)). Here’s one example Michaels will use to illustrate how to apply IRC rules to trading activity.

Example: Qualified Dividend Income (QDI)

Activity:

  • A Taxpayer buys 100 shares of XYZ Corporation on May 15, 2009.
  • XYZ produces a dividend whose ex-date is July 9, 2009.
  • The Taxpayer sells all her shares of XYZ Corporation on July 24, 2009.

To learn if and why this dividend qualifies for the lower tax treatment, join us on July 15th at 10:00 am PT / 1:00 pm ET. Earn CPE credit and participate in our live Q&A session, which will feature another G2 TAST expert, Daniel Tilkin, G2 FinTech Senior Tax Analyst & Software Engineering Team Lead.

To register for the webinar or for more details, visit: http://www.g2ft.com/webinars/Tax_Analysis_of_Dividends.html