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
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Overview of options taxation
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Investor vs Trader tax status
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Wash sale rules
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Section 1256 Contracts
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Tax return reporting
Download Powerpoint presentation
Presentation 2
Presented at the OptionsAnimal Summit in Las Vegas - September 2009
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Tax tips for do-it-yourselfers
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Review of Investor vs Trader tax status
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Mark-to-Market accounting
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Trading in an Entity
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Tax return reporting
Download Powerpoint presentation
Presentation 3
Presented at the OptionsAnimal Summit in Dallas - April 2011
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Securities taxation
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Broker reporting requirements
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Review of Investor/Trader/Mark-to-Market issues
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Entity selection criteria
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Trading in an Entity
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Tax return reporting
Download Powerpoint presentation
If your trading group or organization would like a customized Presentation please contact me at your earliest convenience!