Contrary to the more conventional belief and practice, securities trading activity can be deemed more than just investment positions. Mark-to-market and other trading elections can also factor into practical planning with a far reaching and diverse tax consequences.

Critical Decisions Require Professional Knowledge

We have seasoned experts in the securities trading space. Knowing the rules and your options would improve your position to make an informed election decision in the face of the IRS’ daunting and often unamendable election processes.

Our team can outline the benefits and eligibility of such elections to ensure an informed decision is made. Please reach out to our team at info@lefevrecpa.com or call 312-786-5991 with further inquiries.