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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Download Powerpoint presentation

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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Download Powerpoint presentation

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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Download Powerpoint presentation

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