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Home > Resources > Webinars > Wash Sales: A Closer Look

On September 30th, we re-presented "Wash Sales: A Closer Look," an in-depth examination of IRC Section 1091.

Wash Sales: A Closer Look

Complimentary Webinar

Date:           Wednesday, September 30, 2015
Time:           10:00 am PT / 1:00 pm ET

More than 70% of attendees at our re-presentation of Wash Sales: A Closer Look earned CPE credit. Learn more about this event in blog, Webinar Takes Deep Dive into Wash Sale Rule.

We discuss our survey findings in our blog, Wash Sale Webinar Attendees Report Interest in Tax-Aware Investing (TAI).

If you have any comments or suggestions about the webinar, please e-mail us at webinars@g2ft.com. We are always interested in feedback from attendees.

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 (coming soon) and a pdf of the webinar presentation.

Course Objective
This webinar provides attendees with an in-depth look at wash sales/section 1091 of the Internal Revenue Code (IRC) and discusses how to identify and treat this taxable event when calculating realized gains & losses on investment portfolios.

After this course, participants will be able to:

  • Define the following taxable events: a "rolling" or "chained" wash sale  
  • Identify sublots ("branched" lots) and their adjusted cost bases        
  • Apply the Hanlin v. Commissioner paradigm to identify substantially identical securities      
  • Determine when a contract or option to acquire the originally disposed security triggers a wash sale      

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 the 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: Working knowledge of Section 1091 of the IRC.

    Program Level: Advanced.

    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