Expats

For nearly 30 years, I worked in the financial industry as an investment consultant offering asset allocation and portfolio management services to my clients as well as an instructor of NASD (and later FINRA) licensing courses ensuring that fellow practitioners would successfully pass competency and proficiency exams.  I knew my stuff!  And it is this specialized area of expertise that has allowed me to offer services that many other tax practitioners cannot bring to the table.

While many tax experts know that sales of securities listed on a brokerage 1099-B must be reported on Schedule D and that entries on Form 1099-INT must be transferred to Schedule B, they understand the mechanics only but not the source of the reported transactions.  They are confused by the exercise of a warrant, the conversion of a preferred security, and the redemption of a private activity bond; they cannot distinguish between short selling and shorting a put, futures and forwards, regulated and incentive options; they are stymied by the pros and cons of making a §83(b) election, postponing a mutual fund purchase to avoid the distribution of built-in gains, and the price adjustment intrinsic to the ex-dividend date.  This is what I know.  My clients benefit from the cross-over expertise that I have amassed in the worlds of investment and tax.