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

12 Sep

Sep 12, 2017 at 12:00 pm EST


Recording

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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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Testimonials

Please pass along to Star Johnson CPA and Darren Neuschwander CPA that I am very happy with the tax preparation services provided by Green NFH, and I think the fees I have paid are quite reasonable. As it turns out, I took two tax accounting classes in my MBA program in the mid-1980s and I used TurboTax to file my taxes for about 25 years prior to 2013, since during that period my taxes were relatively straightforward.  When I started trading options as my primary source of income I attended a presentation by Robert Green at Trader’s Expo in Las Vegas in October of 2012 and I realized then that there were significant advantages to creating an entity to qualify for trader tax status.  I also realized that my tax situation would be much more complicated, so that is why I started with Green NFH for the tax year 2013.

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