In this episode, Mark is joined by Jason Kuruvilla, Senior Manager, and Todd Briggs, Partner, from the McGladrey Financial Services Group.
They discuss:
- How McGladrey works with clients in the financial services industry
- Looking at the tax implications of trading various securities in different jurisdictions
- Pending regulatory issues and the tax and audit concerns about them
- How they keep up with the evolution of the options industry
- What are the primary concerns from their clients?
- The potential impact of the pending legislation regarding programmer registration
- And more