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This webinar provides an overview of IRC rules pertaining to Qualified Dividends (IRC § 1(h)(11)), Dividends Received Deductions (IRC § 243) and Short Dividends (IRC §263(h)). Examples of securities transactions show how to compute the tax status of a dividend.
Agenda After this course, participants will be able to:
Determine if and when a dividend becomes qualified (QDI)
Determine whether a dividend is eligible for the Dividends Received Deduction (DRD)
Identify risk offsets and calculate date adjustments for QDI and DRD
Calculate the tax status of a dividend paid through a short position (263-h)
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.
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.
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: Some knowledge of tax analysis / accounting of securities transactions (TAST).
To learn more about dividends before the webinar, please visit our Glossary page, where we define these taxable event and share links to various resources (white papers and subject pages) about the rules.
Program Level: Beginner to Intermediate.
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G2 FinTech (G2 FT, LLC) is
registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org