We're available Monday to Friday from 8 a.m. to 6 p.m. eastern time.
Need help right now? Call 1-800-431-9025.
Contact Your Account Manager to learn more about our Checkpoint online solutions
Learn how to wield complex financial instruments and transactions to your company's or client's best advantage.
Federal Taxation of Financial Instruments and Transactions analyzes the taxation of both traditional stocks and bonds transactions as well as emerging hedging strategies and instruments, including derivatives. It gives you the practical tax-planning guidance needed to understand the tax consequences of these sophisticated transactions.
This publication explains the myriad and complex rules that govern various financial instruments and transactions, follows the recent developments in the law, and, where relevant, provides a detailed analysis of past treatment and history of financial instruments and transactions. It also contains numerous case scenarios to better elaborate and illustrate the concepts, transactions, and tax treatments described in the text.