Tax Treatment On Financial Products – Part II (Interactive Brokers Recording)

13 Dec

Dec 13, 2016 at 1:00 pm EST


Recording

Join trader tax expert Robert A. Green, CPA as he explains tax treatment of various financial products including securities subject to wash sale loss rules and cost basis reporting, Section 1256 contracts, options, ETFs, forex, foreign futures, precious metals and more.

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Star, I wanted to take a moment to say "Thank You" for staying on top of my filing and also working hard to complete my financials in time ..... Additionally, I greatly appreciate you sending me the links for the expenses - it provided a much clearer picture of how I should be categorizing these expenses going forward. I hope that I get to continue to work with you and that this is not just a one-time deal. I really want someone who takes the interest in my business that you have taken - demonstrated by your follow up emails and phone call today. Anyway, just wanted to let you know that your work is greatly appreciated.

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