About Wash Sales

  About Straddles

  About Constructive Sales

  About Qualified Dividends

  About Dividends
     Received Deduction

  White Papers



  Tax & Compliance Blog

  Resources Home


Home > Resources > Webinars > Wash Sales, Constructive Sales & Straddles: A Primer


Wash Sales, Constructive Sales & Straddles: A Primer

Complimentary Webinar

Date:           Thursday, March 13, 2014
Time:           1:00 - 2:00 pm EST

We are very pleased with the results of our first webinar. Read more in our blog, Lively Q&A at G2 Inaugural Taxable Events Webinar.

We had a strong turnout and would love to get feedback from attendees. If you have any comments or suggestions about the webinar, please e-mail us at webinars@g2ft.com.

For those attendees who want to review the webinar materials or for those unable to attend, we are happy to make available both a webinar recording (directly below) and a pdf of the webinar presentation.

Course Objective
In one hour, learn the nuts and bolts of  TAST — tax analysis / accounting of securities transactions —  arguably the most costly part of accurately generating investment book to tax adjustments.

After this course, participants will be able to:

  • Define the following taxable events: basic wash sales, constructive sales and straddles  
  • Differentiate between chaining and branching        
  • Apply the concept of "substantially identical securities" to wash sales and constructive sales      
  • Identify which specific short sales trigger constructive sales      
  • Interweave cost basis adjustments across different rules in the tax code 

Expert Speaker
George Michaels, Founder & CEO of G2 FinTech, is an authority on tax analysis of securities transactions. Mr. Michaels shares his subject-matter expertise at industry conferences, and his commentary regularly appears in financial trade and major media publications. He also authors white papers and articles on complex tax issues and industry trends.

Webinar Reviewed by Veteran CPA
C. Daniel Stubbs, Jr. CPA is an Assistant Professor and Director, Master of Accountancy in Financial Accounting, Rutgers Business School. Mr. Stubbs is a former member of he Executive Committee on the NYSSCPA Board of Directors and past Executive Secretary of the NY State Board for Public Accountancy.

Live Q & A
We save time for your questions.

CPE Credit
Webinar attendees can earn 1 CPE credit in the field of Tax.

Who Should Attend?

  • Auditors
  • CFOs
  • Compliance Officers
  • Controllers
  • Fund Accountants
  • Tax Managers
  • Advance Preparation

    Program Level

    For up-to-date information about upcoming webinars, please join our Webinar Mailing List.

    If you have any questions, comments or feedback on any of our webinars, please contact us at webinars@g2ft.com