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Graeme S

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Wanted: CPA/Accountant specializing in stock/options
Honolulu, Hawaii
Active over a week ago | Posted over a month ago

Accountant Job in Honolulu, Hawaii

I'm an
Agency / Company
We are an investment group with 100 members, specializing in stock options. In the Fall we would like to invite a CPA specializing in tax treatment of stock and options trading to make a 90 minute presentation on documentation, IRS filings, problems etc. how are options trades taxed? how are combination trades such as covered calls taxed? can losses be used against ordinary income? how would I structure my options trading business--LLC, Sub-S, or Inc.? what if I have a dispute? what should I do? what triggers an IRS audit of stock and options traders? etc. In return, you will have the opportunity to present your services to potential clients. Graeme Sharrock Honolulu Options Traders

Required experience

Financial
Personal accounting
Tax accounting

Required training

Certified public accounting

Services needed

Financial reporting
Tax accounting
Tax compliance
Tax returns

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