This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.

Nancy holds an MBA from Kelley School of Business, Indiana University, Bloomington. Nancy began her career in finance at a Fortune 100 company, worked in the Family Office area and at Ernst & Young LLP, before joining Interactive Brokers Group as Tax Director. She is a licensed CPA in New York and Connecticut. In her less taxing moments, Nancy breeds competition dogs, competing in confirmation and agility. Her dogs work at these sports and as Therapy Dogs. They hold several American Kennel Club titles and include an AKC Grand Champion.

Filter By:

Capital Gains – Special Considerations and Products

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Wash Sales; Section 1256; Commodities; and Foreign Currency Transactions. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Tax Status – Trader or Investor?

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Trader or Investor?; Requirements to be a Trader; Facts and Circumstances; Tax Advantages; Audit Considerations; and Section 199A. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Trading Expenses

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Margin Interest; Payments in Lieu (PIL) Paid; Tax Treatment; and Other Expenses. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Net Investment Income Tax

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Net Investment Income Tax; What is "higher income"?; What income is subject to the tax?; and Special Considerations for Partners/Business. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Traded Partnerships and ETF Trusts

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Publicly Traded Partnerships; Pass - through Entity; Taxation Distributions; Reporting – the K-1; Cost Basis for Calculating Gain or Loss on Sale; and Section 199A - Qualified Business Income Deduction. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Capital Gains or Losses for Bonds

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: US Treasury Bills; Corporate & Municipal Bonds; and Bond Premiums and Discounts. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Capital Gains for Stocks and Mutual Funds

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: What are tax lots?; Why are tax lots important?; Tax Lot methods for recognizing capital gains; Holding Periods; Gains versus Losses – How do they offset?; and Tax Rates. For this lesson refer to the Study Notes and watch the video for a... MORE

Contributed by: Interactive Brokers

US Taxes for Traders and Investors – Dividends

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Ordinary and Qualified Dividends; Money Market Dividends; and Mutual Fund Dividends. For this lesson, refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Taxation of Interest

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Savings Interest; Certificates of Deposit; Commercial Paper; US Treasury Bills, Notes & Bonds; Municipal Bonds; Alternative Minimum Tax (AMT); and Original Issue Discount (OID). For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

US Taxes for Traders and Investors – Overview

Parent Course: US Taxes for Traders and Investors

This initial lesson will give you an overview of what will be discussed in the US Taxes for Traders and Investors course. Refer to the Study Notes for an online outline. MORE

Contributed by: Interactive Brokers

FULL
COURSE

US Taxes for Traders and Investors

This tax course is a general overview of US Federal taxes for traders and investors. MORE

Contributed by: Interactive Brokers

IRA Beneficiaries

Parent Course: Taxes and Retirement

The main topics of this lesson are: IRA Beneficiaries – Spouse and Non-Spouse; Roth IRA; and Trust as Beneficiary. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Tax Treatment of IRA’s

Parent Course: Taxes and Retirement

The main topics of this lesson are: Roth IRAs and Roth 401Ks; Traditional and SEP IRAs; and Charitable Option. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Allowable Investments in IRAs

Parent Course: Taxes and Retirement

The main topics of this lesson are: Allowable Investments; Illiquid Investments; Business Interests; and Publicly Traded Partnerships. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Traditional and Roth IRAs

Parent Course: Taxes and Retirement

The main topics of this lesson are: IRA Contributions - Traditional and Roth IRAs; SEP IRA Contributions; Distributions – Traditional and SEP IRA; and Distributions - Roth IRAs and Roth 401K. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Understanding Retirement Accounts

Parent Course: Taxes and Retirement

The main topics of this lesson are: Retirement Account History; 401k – 403B Plans; Roth 401k and IRAs Traditional IRAs and Rollover IRA SEP IRA; Other Plans and Inherited IRAs. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Taxes and Retirement

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries. MORE

Contributed by: Interactive Brokers

US Tax Reporting

Parent Course: US Taxes for US Non-Residents

This lesson will discuss US tax reporting and forms 1042S and 8805. MORE

Contributed by: Interactive Brokers

trading top