The National Association of Tax Professionals

The National Association of Tax Professionals

Advanced Investment Activities

  • Topic(s): All Sessions, Federal Tax Law
  • Presenter(s): Jaye E. Tritz
  • Session#: 933-11
  • Session Length: 100 min
  • Program: NATP National Conference 2013
  • Date: Jul 8, 2013
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Advanced Investment Activities - Details:

The sophisticated investor poses unique challenges for the tax professional. The reporting requirements for puts and calls, margin trades, commodities trading, futures, derivatives, hedge funds, foreign stocks, and day trading can be complicated and confusing. In this advanced-level session, we will present the concepts and mechanics of these advanced investment techniques as well as information-gathering and recordkeeping necessary for the proper tax reporting of these transactions. With the ongoing IRS initiative to have more types of securities' transactions reported on Form 1099-B, the understanding of these complex investment activities will become essential to the tax pro.