TAXATION DIVISION

Taxation of Financial Instruments and Transactions Committee

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About the Taxation of Financial Instruments and Transactions Committee

We are members of the Society who work in or are interested in the area of taxation of financial instruments and transactions.

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What we do:

  • Review and discuss the tax implications of new and existing financial products that would include debt, equity, and derivative securities.
  • Examine developments as they affect taxation of financial products such as legislative, regulatory and administrative developments and judicial cases.
  • Conduct an annual seminar with hedge fund community.
  • Address technical questions from NYCPA members.
  • Liaison with government agencies.
  • Monitor legislation related to financial products.
  • Conduct one educational conference per year at the intermediate/advanced level.
  • Conduct evening technical sessions.
  • Write articles for The CPA Journal and The Trusted Professional.
  • Keep informed about current developments in the area of taxation of financial instruments and transactions.

Who should join:

Members who work in this area or are interested in this area should join the Committee. By joining, you will:

  • Share expertise with other practitioners in the area.
  • Be afforded the opportunity to become known to fellow practitioners and others interested in the taxation of financial instruments and transactions.

Committee Members

To view a member's contact information, click on the member's name (for NYCPA members only).

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Committee Meetings

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