February 6 - 9, 2020 | Orlando

Workshop Details

Fri., Feb. 9, 6:00 PM - 6:45 PM

tastytrade Tax Basics for Individual DIY Investors & Traders

How do the new tax code changes affect DIY investors? What are the capital loss rules? How about wash sales? Tax treatment for options, futures or ETFs causing confusion? And what does the IRS Section 1256 tax treatment 60/40 mean anyway? Want to be a trader in the eyes of the IRS or does investor status make more sense for you? Kristi Ross, Co-CEO & President of tastytrade, will cover some of the basics you should know, during the Tax Basics for individual DIY Investors & Traders Workshop.

speaker photo TAXES
Kristi Ross

Co-CEO and President