Investment Fees Are Not Deductible But Borrow Fees Are (Interactive Brokers)

The Tax Cuts and Jobs Act suspended “certain miscellaneous itemized deductions subject to the two-percent floor,” which includes “investment fees and expenses.” However, the new law retained “other miscellaneous deductions” not subject to the two-percent floor, including short-selling expenses like stock borrow fees.

Join Robert A. Green to learn how to navigate through all of these changes.

Webinar hosted and recording produced by Interactive Brokers.