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Home > Resources> Webinars

Taxable Events Webinar Series

We are very excited to offer webinars on Taxable Events & Investment Portfolios.

Our webinars are complimentary and, just like our white papers, offer tax practitioners and compliance officers best practice guidelines on performing full tax analyses / accounting of securities transactions (TAST).

Attendees will have the opportunity to earn CPE credit by active participation in many of our webinars.

Tax-Aware Investing
Tax-Aware Investing
  • Date:            November 18, 2015

  • Time:           10:00 am PT / 1:00 pm ET with live Q&A session
  • 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 and harvest tax alpha.

Our mini blog series, "Tax Alpha and the When Factor" explores how investment managers can use intra-year tax alerts reports on tax implications of securities transactions to adjust trading activity and harvest tax alpha. 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 alerts.

Click here for details & webinar recording

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Constructive Sales

Constructive Sales: The Exceptions

Date:            Wednesday, October 8, 2014

Time:           1:00 pm ET / 10:00 am PT with live Q&A session

Objective:   This webinar covers two key exceptions to the Constructive Sale rule the                          Closed Transaction Exception and Serial Hedge Exception and uses                           examples to show how to interpret and implement these exceptions when                           calculating realized gains & losses on investment portfolios.

To read our white paper on this topic, please see Advanced Topics in Constructive Sales: The Exceptions.

For a primer on this taxable event, please refer to Constructive Sales, our white paper on section 1259 of the tax code.

Click here for details & a webinar recording

Wash Sales, Constructive Sales & Straddles: A Primer

Date:           Thursday, March 13, 2014

Time:           1:00 - 2:00 pm EST

Objective:  This webinar provides an overview of taxable events and how they affect                      realized gains & losses.

Click here for details & a webinar recording

*We re-presented this webinar in May 2015.
The details and recording are available here.

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Dividends
Tax Analysis of Dividends
  • Date:            Wednesday, July 15, 2015

  • Time:           1:00 pm ET / 10:00 am PT with live Q&A session
  • Objective:   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.

Click here for details & a webinar recording.

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Tax Straddles
Tax Implications of Straddles
  • Date:            Wednesday, February 4, 2015

  • Time:           1:00 pm ET / 10:00 am PT with live Q&A session
  • Objective:   This webinar provides an introduction to Straddles, section 1092 of the IRC.
                          It covers basic, mixed & identified straddles. In addition, it discusses Qualified
                          Covered Calls and the relationship between 1256 contracts and the mixed
                          straddle rule.

Some of our attendees prepped for this webinar by consulting our Glossary page, where we define this taxable event and share links to various resources (white papers, video clips / videos & a subject page) about the Straddles rule.

Click here for details & a webinar recording

Wash Sales, Constructive Sales & Straddles: A Primer

Date:           Thursday, March 13, 2014

Time:           1:00 - 2:00 pm EST

Objective:  This webinar provides an overview of taxable events and how they affect                      realized gains & losses.

Click here for details & a webinar recording

*We re-presented this webinar in May 2015.
The details and recording are available here.

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Wash Sales

Wash Sales: A Closer Look

Date:           Wednesday, June 18, 2014

Time:           1:00 - 2:00 pm ET

Objective:  This webinar provides attendees with an in-depth look at wash sales and                      how they impact realized gains & losses.


Click here for details & a webinar recording

*We re-presented this webinar on September 30th, 2015.
A PDF of the presentation is available now and a video recording will be available soon. Click here.

Wash Sales, Constructive Sales & Straddles: A Primer

Date:           Thursday, March 13, 2014

Time:           1:00 - 2:00 pm EST

Objective:  This webinar provides an overview of taxable events and how they affect                      realized gains & losses.

Click here for details & a webinar recording

*We re-presented this webinar in May 2015.
The details and recording are available here.

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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