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G2 on the Go
G2 FinTech Newsletter
April 2013

George Says. . .

TopWelcome to our first edition of the G2 FinTech bi-annual newsletter. Looking back on our first 17+ months as an independent software-focused company, I must say that I am very pleased with our team's accomplishments. Upon completion of the sale of our consulting business to the GFT Group in October of 2011, we started out of the gate with a strong revenue stream, seven employees and two
gdm headshot
George D. Michaels
CEO & Founder

Sharing in More Ways Than One

Whether it's speaking engagements, blogs, our Tax Analysis of Securities Transactions (TAST) Resource page or white papers, we actively share our subject matter expertise. Here's a sampling of what we've been up to as of late...

Speaking Engagements
Tight Collars. Fun Wash Sales. Straddles & the "Silver Butterfly" Case.
 George Michaels and fellow panelists discussed all of this and more during the Taxation of Investment Transactions and Financial Instruments: Part 1 panel at the Hedge Fund Tax 101 and The K-1 Boot Camp Conference.
 
The White Elephant in the Room
Complying with the 2008 cost basis reporting rules is not the same thing as getting your numbers right. George Michaels and other speakers discussed this during the Working Through the Intricacies of Cost-Basis Reporting Rules panel at the 14th Annual Conference on Effective Hedge Fund Tax Practices.


On-line Resources
Tax Analysis of Securities Transactions (TAST) Resource Page
Our TAST Resource Page provides practitioners and compliance officers with practical information and guidelines on how to accurately calculate disallowed losses and still remain fully compliant with the tax code.  New topic pages include Qualified Dividend Income (QDI) and Dividends Received Deductions (DRD).   We've also been busy adding to our library of white papers.
 

Awards
2013 hedge fund winners logo


Cast Your Vote for TaxGopher!
Our flagship product is in the running for Best Compliance Solution, 2013 FTF Technology Innovation Award. Click here to vote. Gopher it!

Industry Trends
 
Madonna? Hedge Fund Administrators? There's more of a connection than you think. Madonna has sold more than 300 million records worldwide and is recognized as the best-selling female recording artist of all time by Guinness World Records. How does someone like Madonna reach this kind of fame and success? One could argue that she owes a great deal of her phenomenal, multi-decade success - some 30 years in the music industry - to her ability to "reinvent" or re-style herself. Over her music career, Madonna has changed her look and persona time and time again. In the beginning of her career in the early 1980s, while she sang her first hit Read More

FTF News Profile of G2

Angry Birds and More
Get the skinny on G2!   Read G2 FinTech Tackles Thorny Tax Issues.

On the Horizon

More Speaking Engagements
As guest speaker, George Michaels will talk about Financial Services Trends: Outsourcing & Automation at this event, which is hosted by Advent International.

George Michaels is a featured speaker on the Wash Sales, Straddles, Short Sales, Constructive Sales and Other Potential Pitfalls panel.


More Resources
Be on the lookout for G2 webinars all about the ins and outs of performing tax analyses on securities transactions. Topics will include wash sales, straddles, constructive sales and more!


Question for our Clients
What would you think about a G2 Client conference? Please send your feedback to jmichaels@g2ft.com. We'd love to hear from you!




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"Go with your gut. . .
Keep listening to your clients."
© 2013 G2 FinTech
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