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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I hope that you are holding up well during the tax season. I wanted to take a minute to express my gratitude for taking care of our first partnership tax return preparation.  Mandy (Amanda Smitson) was very easy to work with and her professionalism was outstanding.  I don't know if you do customer satisfaction surveys, but if you did there would be nothing but top ratings for her and her work. I look forward to the same type of experience once we get started with our joint return for 2014. Thanks.

Gary

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