Webinars

Event 

Category:
Financial Advisor Webinar Series
Title:
Taxation Of Securities Transactions
Presenter:
Robert S. Keebler
Company:
Keebler & Associates, LLP
When:
05/11/12  4:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:316113633
Event rating:
User rating
 
4.3 (53)

Description

Alternative investments can produce favorable returns but pose complicated income tax issues.

  At this webinar, you’ll learn about income tax issues associated with:

     · Stock dividends, stock splits and stock warrants
     · Loss harvesting and wash sales
     · Constructive sales
     · Short sales
     · Straddles
 

Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.

 

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.

 

Note: This webinar is eligible for CFP® and IMCA® CE credit. 

 

IMCA® ID is 12A4AI163

 

 



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Average user rating from: 53 user(s)

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Rating:
 
4.3
 
 

0 of 0 people found the following review helpful
This was a great presentation
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5.0
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stephenw973 Reviewed by stephenw973
May 11, 2012
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Last updated: May 11, 2012
 

0 of 0 people found the following review helpful
Super!
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sophitl269 Reviewed by sophitl269
May 11, 2012
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Last updated: May 11, 2012
 

0 of 0 people found the following review helpful
Great strategies.
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5.0
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wildes@a4a Reviewed by wildes@a4a
May 11, 2012
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Last updated: May 11, 2012
 

0 of 0 people found the following review helpful
Relevent given rise in some tech company values/options, and he condensed complex issues into digestible nuggets.
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5.0
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christopherj858 Reviewed by christopherj858
May 11, 2012
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Last updated: May 11, 2012
 

0 of 0 people found the following review helpful
Probably more advanced than I would see in my practice, but still quite useful.
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5.0
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stevesw Reviewed by stevesw
May 11, 2012

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Last updated: May 11, 2012
 
 
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