Series 7 podcast · Episode 11
Equity Tax Treatment
45 min of listening
Equity Securities. Free audio, ready to play in your browser.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Capital Gains and Losses
- Determination of Net Long-Term and Short-Term Gains or Losses
- Holding Periods
- Dividend Distributions: Qualified and Non-Qualified
- Wash Sales
- When-Issued Securities
- Cost Basis: Purchases
- Cost Basis: Exchange of Convertibles for Common Shares
- Cost Basis: Stock Dividends and Stock Rights
- Cost Basis: Inherited or Gifted Securities
- Cost Valuation Methods: FIFO, LIFO, Identified Shares
Put this episode into practice with adaptive questions and flashcards in the full Series 7 course.