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Agenda 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
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?
Advance Preparation None.
Program Level Basic.
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