Presentations

Each presentation illustrates general options taxation principles.

Presentation 3 provides particular trades and tracks those trades to a tax return. For instance, how to get a multiple-month collar trade to your Form 1040 Form 8949, Schedule D or Form 4797.

Presentation 1

Presented at the Spread Trade Systems conference in Chicago - March 2009

Overview of options taxation
Investor vs Trader tax status
Wash sale rules
Section 1256 Contracts
Tax return reporting

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Presentation 2

Presented at the OptionsAnimal Summit in Las Vegas - September 2009

Tax tips for do-it-yourselfers
Review of Investor vs Trader tax status
Mark-to-Market accounting
Trading in an Entity
Tax return reporting

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Presentation 3

Presented at the OptionsAnimal Summit in Dallas - April 2011

Securities taxation
Broker reporting requirements
Review of Investor/Trader/Mark-to-Market issues
Entity selection criteria
Trading in an Entity
Tax return reporting

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If your trading group or organization would like a customized Presentation please contact me at your earliest convenience!