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 firstname.lastname@example.org or call 312-786-5991 with further inquiries.
Our team of professionals are available to field inquiries you may have regarding your tax needs.
Douglas L. LeFevre & Company CPA PC
401 S. LaSalle St., Suite 901, Chicago, IL 60605
Our office is located next to the Financial Exchanges at the corner of LaSalle and Van Buren.