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Section 475(f) Mark-to-Market Elections: Meeting Trader Tax Status, Calculating Gains and...
February 11, 2021 CPE, EA Live Webinar

This webinar will explain the benefits and caveats of making a Section 475(f) mark-to-market (MTM) election for practitioners working with traders. Our investment expert will discuss trader tax status (TTS), making and revoking the election, and why now might be the right time for these elections. Read More

Tax Reporting of Cryptocurrency: Calculating Basis, Income, and Gain
Determining Character of Gain and Basis in Mined Currency, Recognizing Filing Obligations...
February 25, 2021 CPE, EA Live Webinar

This webinar will provide tax advisers and compliance professionals with a practical look at IRS guidance to calculating and reporting income and gain on cryptocurrency (e.g., Bitcoin, Coinbase) transactions. The panel will discuss the IRS' position on cryptocurrency as property rather than cash, an... Read More

COVID Hardship Distribution Relief: Three-Year Delayed Taxation, Repayments, Plan Loans, a...
January 14, 2021 CPE, EA Download

This webinar will explain the latest guidance on Section 2022 COVID relief for qualified retirement plans, including individual retirement accounts (IRAs), for tax professionals working with businesses and individuals participating in these plans. Our retirement expert will cover delaying taxation o... Read More

Roth IRAs: Conversions, Mega Back-Door, Tax Calculations and Recent Legislation
January 6, 2021 CPE, EA Download

This webinar will discuss Roth IRAs and Roth conversions for tax advisers working with clients eligible to make IRA contributions, conversions, and withdrawals. We will discuss determining taxpayers who benefit most from conversions, calculating the tax on a Roth conversion, and--most importantly--h... Read More