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This webinar provides an overview of how intra-year tax reports / tax analyses of securities transactions can alert you to the tax implications of your trades so you can adjust trading activity in order to optimize after-tax results.
Agenda After this course, participants will be able to:
Avoid unfavorable tax treatment of dividends
Optimally select tax lots for retirement in order to maximize loss while at the same time avoiding the wash sale rule
Avoid inadvertent constructive sales
Work around tax straddles and avoid unfavorable tax treatment
George Michaels,Founder 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.
Live Q & A: We make 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 tax-sensitive investing, please read our mini blog series, "Tax Alpha and the When Factor." This blog explores how investment managers can use intra-year proactive and predictive tax reports on tax implications of securities transactions to adjust trading activity and improve after-tax wealth. Managers can avoid having to report unexpected disallowed losses or even tax liabilities on non-existent gains to clients when they use daily, weekly or monthly proactive and predictive tax reports.
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