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For nearly 30 years, I worked in the financial industry as an investment consultant offering asset allocation and portfolio management services to my clients as well as an instructor of NASD (and later FINRA) licensing courses ensuring that fellow practitioners would successfully pass competency and proficiency exams.  I knew my stuff!  And it is this specialized area of expertise that has allowed me to offer services that many other tax practitioners cannot bring to the table.
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While many tax experts know that sales of securities listed on a brokerage 1099-B must be reported on Schedule D and that entries on Form 1099-INT must be transferred to Schedule B, they understand the mechanics only but not the source of the reported transactions.  They are confused by the exercise of a warrant, the conversion of a preferred security, and the redemption of a private activity bond; they cannot distinguish between short selling and shorting a put, futures and forwards, regulated and incentive options; they are stymied by the pros and cons of making a §83(b) election, postponing a mutual fund purchase to avoid the distribution of built-in gains, and the price adjustment intrinsic to the ex-dividend date.  This is what I know.  My clients benefit from the cross-over expertise that I have amassed in the worlds of investment and tax.


Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"You are an awesome financial counselor but more important to me is your kind and wonderful soul."

"You've taught me a lot on how to organize my finances for my music business and I really appreciate you!"

"I'd like to thank you for the time and effort you put into the presentation for "A Choice of Options" that you gave at the Baltimore Conference. I found the presentation to be very informative."
This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Investments

Information specific to capital transactions, gains and losses, and investment income has been gathered here for ease of reference.

Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.
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