Graeme S

Wanted: CPA/Accountant specializing in stock/options

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Client in Honolulu

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

Client Details

Email Address
Phone Number 808-971-... Confirmed
Years of Experience 15
Preferred Applicants Agencies/Companies
Agencies/Companies Yes


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