Any strategies used in videos, as examples and discussed, using actual securities and price data, are strictly for illustrative and educational purposes only and are not to be construed as an endorsement, recommendation or solicitation to buy or sell securities.
Any US tax advice contained in this presentation is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions, or (ii) providing, marketing or recommending to another party any transaction or matter addressed herein.
The information presented provides a detailed but only a general discussion of the tax law affecting the taxation of options and is not intended to be applicable to any individual investment and/or tax situation. You are strongly advised to contact your own tax professional in considering the tax consequences of your own specific set of facts and circumstances.
I use as examples many of the stocks and options I have traded to assist the reader in understanding the nature of options. Again, as expressed above, this is ONLY for illustrative and educational purposes.
The taxation of options is VERY complicated - as you will no-doubt conclude from a thorough study of this website - and should be discussed with a competent tax professional, well-versed in options and your particular tax situation.
Neither Optionstaxguy LLC nor Gregory L. Buhrow, CPA, PC bears any responsibility or liability based on a position you take on your tax return after reading the information provided on this website. Again, this website only examines the issues involved and attempts to come to a conclusion based solely on the facts provided on this website which may or may not mirror your fact situation.
Every image on this website was obtained from Wix.com or royalty-free image sites found on the internet. If you believe an image on this site is copyright protected, please email me with your copyright registration from the US Copyright Office and a cease-and-desist request. If found to be legitimate, the image will be removed immediately. Any use of a copyrighted image was inadvertent and unintentional.
Any quotes are cites from authoritative tax references, such as the Internal Revenue Code, Regulations and Court Cases.