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I am going to send ALL of the pages of both accounts. That is the best way. Sent from Outlook

The Society told me there was one; I don't find it. ------------------------------ Louis Feinstein President Louis E. Feinstein, CPA P.C. New York NY (917) 658-2193 LEFCPA@AOL.COM The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity ...

Hi Mark, Don't turn a client problem into yours. Returns were not timely filed, resulting in this complication. Your client generated the stock trades. You cannot rely on unofficial responses received on phone calls to the tax authorities nor thoughts on this forum unless supported by official ...

That's a great point. In this case there are two brokerage accounts 21 wash sales Total short term wash sale adjustment 45 dollars for the first account The second account has short term wash sale adj of 607 And long term wash sale adjustments of 901 I did review the particular ...

Bear in mind there may be wash sales across the multiple brokerage accounts that are not properly reported. ------------------------------ Michael V Costello Ossining NY (914) 762-1234 The opinions expressed are the views of the author alone and should not be attributed to any other individual or ...

I am excited to share the Society's May 2026 event calendar . There's lots of great happenings this month -- including the Emerging Technologies Committee Meeting on May 26th at 4 p.m. (here's this super-charged new committee's details: Committee Information ) and the ...

Hello everyone, I am excited to share the Society's April 2026 event calendar . There's lots of great happenings this month -- including the Emerging Technologies Committee Meeting on April 28th at 4 p.m. (here's this super-charged new committee's details: Committee Information ) ...

Hello everyone, I am excited to share the Society's March 2026 event calendar . There's lots of great happenings this month -- including the Society Town Hall Meeting on March 19th at 4 p.m., and the Emerging Technologies Task Force Meeting on March 26th at 4 p.m. -- and I hope to see many of ...

For everyone's convenience, here are the l inks to both the Governance Committee memo and the full redline text of the proposed bylaws amendment: https://www.nysscpa.org/docs/default-source/pdf/governance-committee-memo-for-2-4-26-nysscpa-bod-meeting.pdf https://www.nysscpa.org/docs/default-source/pdf/redline-dtd-2-1-26-for-proposed-2026-amendments-to-amended-and-restated-bylaws-with-amendments-eff-6-1-2023.pdf ...

Dear Fellow Society Members, As many of you know via our bi-monthly Society Town Hall meetings, one of my primary areas of focus during my term as Society President for the 2025-2026 fiscal year is to modernize the Society's bylaws by gradually reducing the Society Board's size from 35 directors ...