Legal Treatises by Subject

Federal Taxation of Financial Instruments and Transactions analyzes the taxation of both traditional stocks and bonds transactions as well as emerging hedging strategies and instruments, including derivatives. It gives you the practical tax-planning guidance needed to understand the tax consequences of these sophisticated transactions.

This publication explains the myriad and complex rules that govern various financial instruments and transactions, follows the recent developments in the law, and, where relevant, provides a detailed analysis of past treatment and history of financial instruments and transactions. It also contains numerous case scenarios to better elaborate and illustrate the concepts, transactions, and tax treatments described in the text.

This three-volume work will improve your ability to understand and work with complex financial products. It details the policies, rules, and interpretations that govern the federal regulation and taxation of securities, derivatives, commodities, options, and hybrid products. This indispensable working tool provides reliable answers to your questions about financial markets and products and will help you plan transactions with confidence and defend challenged tax positions.