Tax guidance for investment income including cryptocurrency, digital assets, stock options, and gambling winnings.
Understand the tax treatment of various investment and income sources including cryptocurrency, stock options, and gambling.
Virtual currency taxation, Bitcoin, Ethereum, mining, staking, DeFi, NFTs, reporting requirements, and basis calculations.
Tax treatment of incentive stock options (ISOs) and non-qualified stock options (NQSOs), same-day sale reporting, and AMT implications.
Reporting gambling winnings, deducting gambling losses (must itemize), Form W-2G, diary requirements, and professional gambler status.
Investment property, holding periods, tax rates, mutual fund distributions, and wash sale rules.
Investment taxation can be complex. Schedule a consultation for strategies to minimize investment taxes.