Tax Treatment For Volatility Products: Options, Futures, ETFs, and ETNs (Recording)

12 Sep

Sep 12, 2017 at 12:00 pm EST



There is an extensive range of volatility products to trade, listed on futures and securities exchanges, structured as options, futures, ETFs, and ETNs. Tax treatment varies, and some of it is unclear.

On annual tax form 1099-B, several brokerage firms report various options on volatility products as “equity options” taxed as securities. Robert A. Green, CPA, makes a case to treat many of these options as “non-equity options” in Section 1256 with lower 60/40 tax rates. Learn when and how it’s possible to accomplish this treatment and reduce tax rates by up to 12% (i.e., for the top bracket, compare the 60/40 tax rate of 28% vs. the top ordinary rate on short-term capital gains of 39.6%).

Join Robert to learn the different tax treatment for CBOE-listed futures and options on CBOE VIX Indexes across asset classes, and CBOE-listed options on VIX ETFs and VIX ETNs. Plus, tax treatment for the underlying VIX ETFs and ETNs.

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Amanda, I wanted to tell you I appreciate your work as well as Deborah’s on my 2009 audit defense. As you know by now there was a positive “no change” to the tax year. . I feel although a lot of work, we didn’t compromise anything or be intimidated which was the most important point. Feel free to use my email as a review for the audit services for the firm, you Deborah also. It’s nice this inconvenience is behind me now. Thanks again,