2007 Puts & Calls 2007 CourseCourse Level: Intermediate/Advanced CPE Credits: 4 for EAs, 2 for CTEC, and 2 for CFPs Price: $60 for Members and $80 for Nonmembers Prerequisite: None Here's your chance to finally understand the many complex issues relating to puts and calls. Find out how to best advise clients with the most beneficial tax planning options regarding puts and calls. The purpose of this course is to show you how to report options for tax purposes. It is not a course on options trading. Click the following link to see what's included in this year's workshop - Table of Contents from the 2007 Textbook Objectives Upon completion of this course, you will be able to: - Apply the complex issues relating to puts and calls including short sales, covered calls, LEAPS, and straddles.
- Advise clients on the most beneficial tax planning options regarding puts and calls.
- Report options for tax purposes.
- Apply the effects of the wash sale rules on puts and calls.
This course comes with a downloadable electronic textbook. If you would like to purchase a printed textbook for this course, the book will be available for sale for $20 for members and $25 for nonmembers (half the regular price). Once you are registered for the course, you can call Member Services at 800.558.3402, ext. 3 to purchase the book at this special price.
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