2024 Federal Tax Course - Level 1: Taxation of Financial Instruments & Hedging

This session, from TEI’s 2024 Federal Tax Course – Level 1, provides a foundation for the taxation of financial instruments, including derivatives, forwards, futures, options, notional principal contracts, and debt. The session also will cover the straddle rules, the basics of hedging transactions, and special rules for broker/dealers. 

Learning Outcomes

1. Identify common financial instruments and their tax treatment.
2. Understand the basics of a straddle and a hedge and the rules that apply to those transactions.
3. Apply the relevant regulations to debt modifications.

Who Should Attend

This session is designed for professionals with less than five years of experience in federal income tax matters and those seeking a comprehensive refresher or adding additional responsibilities to their current roles, including corporate tax accountants, financial analysts, tax advisors, and in-house counsel.
 

Instructor(s)
Matt Mosby, Partner, KPMG LLP
Mark Price, Principal, KPMG LLP

General Session Information
Access
Online, upon completion of the checkout process, you will be directed to our Learning Management System (LMS) for access to the session.
For member pricing, please login to tei.org
This is a digital product. With full paid access, the content will be available for one year after the purchase date.

CPE Credits
This digital product is not eligible for Continuing Professional Education (CPE) credit and includes the recording from the 2024 in-person session and the corresponding PowerPoint slides.

Length of Session
The session will take approximately 1.5 hours to complete.

NASBA Field of Study
Taxes

Level
Basic

Prerequisites
None

For more information, please refer to CPE requirements and NASBA sponsorship information.

Terms & Conditions
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