Advanced Investment Activities

With: Jaye E. Tritz

Advanced Investment Activities

Session#: 933-11

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.

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