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10/19/2016 – Financial Services Webinar Series: Holding Periods and Its Applicability to Various Sections of the Code

Yesterday afternoon Jonathan Kohen, CPA, Manager from our Morristown office, hosted a two-hour financial services webinar on “Holding Periods and Its Applicability to Various Sections of the Code”.   Jonathan discussed the impact holding periods play on various sections of the code specifically but not limited to qualified dividend income, dividend received deduction, foreign tax credits and short sales expenses.  If you were unable to attend or would like to revisit any section, you can download a copy of the presentation and view the webinar recording here.

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Webinar Recording

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*Watching a replay of the webinar is for informational purposes only. No CPE credit will be issued.

You must be a WS+B Staff Employee to access this material.  It is password protected through GoFileRoom.  If you need assistance with username and password, please contact a member of the IT department.