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Home > Resources > Webinars > Tax-Aware Investing

Tax-Aware Investing

Complimentary Webinar

Date:          Wednesday, November 18, 2015
Time:          10:00 am PT / 1:00 pm ET

We hosted another successful webinar. Read more in our blog, G2 FinTech Hosts Informative Webinar on Tax-Aware Investing.

Turnout was strong and as always, we welcome 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
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.

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

Expert Speaker
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?

  • Auditors
  • CFOs
  • Compliance Officers
  • Controllers
  • Fund Accountants
  • Tax Managers
  • Investment Managers
  • 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.

    Instructional Method: Group Internet-Based.

    Conference Policies: For more information regarding complaint and cancellation policies, please contact Amber Yusuf at ayusuf@g2ft.com.

    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

      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