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


By popular demand, we re-presented "Wash Sales, Constructive Sales & Straddles: A Primer," our very first webinar.

Wash Sales, Constructive Sales & Straddles:
A Primer

Complimentary Webinar

Date:           Wednesday, May 20th, 2015
Time:           1:00 - 2:00 pm ET

We are very pleased with the results of our fifth webinar. Read more in our blog, Another Successful Primer 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 Speakers
William Fang, Senior Software Engineer and Senior Business Analyst. Mr. Fang is an authority on securities transactions and tax accounting. He co-writes white papers on bond amortization, cost basis reporting and other complex tax issues. Mr. Fang speaks at tax conferences where he shares his knowledge of tax analysis / accounting of investment portfolios.
Daniel Tilkin, Software Engineering Team Lead and Senior Tax Analyst. Mr. Tilkin is an expert on tax accounting and securities transactions. He co-writes white papers on wash sales, constructive sales, tax straddles and other sections of the Internal Revenue Code (IRC). Mr. Tilkin also speaks at tax conferences where he shares his tax accounting expertise.

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

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