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• Investment Accounting vs. Management Accounting
• Settlement Date vs. Trade Date
• Unrealized Gains and Losses
• Investment Income
• Setting Up Brokerage Accounts

• Recording Reverse Stock Splits
• Buying Stock Options
• Selling Short Against the Box

• Recording Wash Sales
• Transferring Securities Between Various Brokerage Accounts
• Selling Short Against the Box

• Non-Charitable Gifts of Securities (i.e. Family Gifts)

• Accounting for Accrued Interest on Bonds
• Amortizing Bond Premiums

• Foreign Investments and Margin Accounts
• Using Excel XIRR Function to Evaluate an Investment's Return

• Tracking Qualified Retirement Plans