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Puts and Calls

Summary

Options give taxpayers the opportunity to diversify their investment portfolio, hedge their current investment position against risk and speculate on short-term fluctuations. The two main types of options are puts and calls, both of which expire relatively quickly. Learn the tax rules for the exercise, sale or expiration of these options so you can help your clients with these complicated tax matters.

Objectives

Upon completion of this course, you will be able to:

  • Define the basic rights of a put or call holder.
  • Identify the tax consequences when a put is exercised, sold or expired.
  • Identify the tax consequences when a call is exercised, sold or expired.

Course Details

This course includes an e-book. CPE is issued after exam is successfully completed.




   

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