Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research Recent articles Tax Strategies How Are Options Taxed? by Hayden Adams April 14, 2021 If you’re new to options trading, you may be wondering how those trades are taxed. Here’s a rundown of some potential tax pitfalls with options strategies. Tax Strategies Making Sense of Your Tax Refund by Hayden Adams March 1, 2021 Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.