Understand the relevant tax issues that apply to derivatives and how market participants are classified.
There is no uniform set of U.S. federal income tax rules for the treatment of derivatives and market participants. In addition, the character and timing of income vary depending on the type of derivative and the status of the market participant. This presentation will explain how the U.S. federal income tax rules treat derivatives and market participants and provide you with working knowledge of what you need to consider when entering into a derivative transaction. After attending, you will be able to spot the relevant tax issues that apply to derivatives and understand how market participants are classified and what the consequences of that classification are.
Agenda
Faculty
Nicholas C. Mowbray
Baker & Hostetler LLP
- Counsel, Baker & Hostetler LLP
- Practice focuses on international tax and financial products tax matters
- Advises funds, investment managers, multinationals across various industries, and individuals on the U.S. federal income tax treatment of debt, commodities, derivatives, and cryptocurrencies
- Co-author of Financial Products: Taxation, Regulation, and Design, a leading treatise on the tax and regulatory treatment of financial products
- Speaks regularly on topics associated with financial products
- Admitted to practice in Washington D.C. and Illinois
- J.D. degree, Chicago-Kent College of Law; LL.M. degree, Northwestern University; B.A. degree, University of Michigan
- Can be contacted at [email protected] or 202-861-1704
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
