Ginny is Manager, Government Reporting Solutions for TD Ameritrade, where she has worked since 2009. She helps ensure accuracy of tax reporting and compliance with several regulatory authorities, as well as managing the development of innovative tools and functionalities for tax associates. These process enhancements allow tax associates to better serve a range of TD Ameritrade clients. She holds her Series 7, 63, and 24 securities licenses.
Before you give the gift of securities, understand the gift tax rules from publication 550 & 551 and the cost basis of gifted stock to your loved ones.
Did the wash sale rule trip you up while doing your taxes? Learn two ways to avoid the wash sale rule.
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