In this session you will learn how to reconcile monthly brokerage statements to prepare investment partnership returns, trust returns or other activities with brokerage accounts. We will cover how to reconcile cash, keep track of cost basis of assets and how to reconcile brokerage accounts with publicly traded partnerships (PTPs).
Jeremias is a Tax Supervisor in Withum’s New York City office and specializes in business and tax consulting with a focus on proactive approaches to business growth and wealth management. He is also the Editor in Chief of The Daily CPA, a blog focused on the perspective of millennial CPAs, and a regular contributor to Withum’s Double Taxation blog. He enjoys helping his peers in the millennial CPA world break down complex tax tasks into step by step processes. Look for his CPA exam prep tips videos on YouTube and follow him on LinkedIn or at TheDailyCPA.com