Advanced Investment Concepts

As our clients' investments become more sophisticated, we must become adept at tax reporting the different investment activities including forex trading, virtual currency, option contract reporting, short sales and more.

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Upon completion of the session, the learner will be able to:

  • Recognize and understand how to report transactions in currency trading including virtual currency investments
  • Show how to report a put and call option contract activity on the income tax return
  • Summarize the implication of wash sales and other types of trading encountered by an active investor



Instructor: Jaye Tritz, EA, CFP®
Level: Intermediate
Prerequisites: Basic knowledge of federal individual taxation
Advanced Preparation: None
Delivery Method: Group Internet Based

CPE Credits Designation Field of Study
IRS2AFSPFederal Tax Law Topic
IRS2EAFederal Tax Law Topic
CTEC2CRTPFederal Tax Law Topic
CFP Board2​CFP®N/A

How to Earn CPE

For each session, you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the course and you must be logged in for at least 90% of the presentation. Additional instructions for reporting of the polling words will be provided during the event. CPE is not available for session recordings provided after the event.

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