A Choice of Options

With: Monica Haven EA, JD

A Choice of Options

Session#: 932-11

What are they? Who has them? What do you do with them? How are they taxed? These and other questions will be answered in plain English, giving tax professionals a better understanding of the investment world. Topics include puts, calls, rights, warrants, futures, forwards, foreign currency transactions, employee stock options, incentive stock options, as well as the trading methodologies and tax treatments of each---basis, income recognition under §83(b) and AMT.

Monica Haven EA, JD

Monica Haven, E.A., J.D. has a Masters in Taxation (LLM) and decades-long experience as a solo practitioner, who routinely shares her expertise in the… more details

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