Income Tax Primer for Investment Professionals

Kathy Garlow and Alex Alonso presented a primer on income tax for a Chicago investment advisory firm's investment professionals.  The program reviewed current individual income tax rules, including taxable and tax-exempt income, ordinary and qualified dividends, capital gain and loss rules, active and passive losses, and the Alternative Minimum Tax (AMT).  Understanding the basics of a Consolidated 1099 Statement and hedge fund Schedule K-1 was also discussed. For more information about this program, please contact Kathy Garlow at (312) 726-8353 or kgarlow@ssh-cpa.com.