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April 10, 2018 - Cryptocurrencies
Accounting Method Impacts Crypto Income Taxes
March 14, 2018 - Cryptocurrencies
Cryptocurrencies: Trader Tax Status Benefits And Section 475 Issues
March 05, 2018 - Tax Compliance
Tax Extensions: 12 Tips To Save You Money
March 03, 2018 - Tax Compliance
March 15 Is Tax Deadline For S-Corp And Partnership Extensions And Elections
February 27, 2018 - Section 475 MTM
Consider 475 Election By Tax Deadline To Save Thousands
January 12, 2018 - Tax Changes & Planning
How Traders Can Get The 20% QBI Deduction Under New Law
January 09, 2018 - Tax Changes & Planning
How To Decide If A C-Corp Is Right For Your Trading Business
January 01, 2018 - Cryptocurrencies
Cryptocurrency Traders Owe Massive Taxes For 2017
December 29, 2017 - Tax Changes & Planning
The Tax Cut Suspended Many Deductions For Individuals
December 27, 2017 - Tax Changes & Planning
The Tax Cut Impacts Investors In Negative And Positive Ways
December 20, 2017 - Tax Changes & Planning
Traders Should Be Entitled To The Pass-Through Tax Deduction
December 02, 2017 - Tax Reform With Tax Cuts
How To Setup The Best Trading Entity For Tax Cuts
November 24, 2017 - Tax Reform With Tax Cuts
Senate’s Five Haircuts On The Tax Deduction For Pass-Through Entities
November 20, 2017 - Tax Reform With Tax Cuts
Section 475 Traders May Be Eligible For Pass-Through Tax Cuts
November 15, 2017 - Tax Reform With Tax Cuts
Senate Juices Up Tax Cut For Pass-Throughs
November 11, 2017 - Tax Reform With Tax Cuts
How The Pass-Through Tax Cut Is Better In The Senate
November 10, 2017 - Tax Reform With Tax Cuts
How The Senate Tax Bill Disallows Excess Business Losses In Pass Throughs
November 05, 2017 - Tax Reform With Tax Cuts
Why The House Tax Cut May Disappoint Owners Of Pass-Through Entities
November 05, 2017 - Tax Reform With Tax Cuts
How The House Tax Cut Bill Impacts Traders And Investment Managers
October 28, 2017 - Accounting
Cryptocurrency Traders Should Consider These Two Tax Accounting Solutions
October 28, 2017 - Cryptocurrencies
How Cryptocurrency Investors Can Avert IRS Attack
October 16, 2017 - Tax Changes & Planning
How Businesses Can Save Taxes For 2017 Before Year-End
October 14, 2017 - Tax Changes & Planning
How Individuals Can Save Taxes For 2017 Before Year-End
September 29, 2017 - Politics and Taxes
How Tax Reform Framework Impacts Traders And Investors
September 26, 2017 - IRS Relief
How To Protect Puerto Rico Tax Incentives In The Wake Of Hurricanes Irma And Maria
September 26, 2017 - IRS Relief
Congress & IRS Offer Help to Hurricane & Wildfire Victims
September 09, 2017 - Tax Treatment On Financial Products
How To Apply Lower Tax Rates To Volatility Options
August 31, 2017 - Politics and Taxes
Tax Reform Is Uncertain So Reconsider Your Investment Strategy
August 13, 2017 - Cryptocurrencies
Cryptocurrency Traders Risk IRS Trouble With Like-Kind Exchanges
August 07, 2017 - Tax Changes & Planning
Traders Need Fair Tax Reform
August 02, 2017 - Cryptocurrencies
How To Report Bitcoin Cash And Avoid IRS Trouble
July 11, 2017 - Tax Treatment On Financial Products
Tax Treatment For Exchange Traded Notes (ETNs)
June 20, 2017 - Benefit Plans
How To Maximize Tax Savings Using Tax-Favored Health Plans
June 09, 2017 - Tax Compliance
How To Avoid An IRS Underpayment Penalty For June 15
June 05, 2017 - Trader Tax
How To Become Eligible For Trader Tax Status Benefits
May 30, 2017 - Tax Changes & Planning
How To Fix Tax Reform So It Doesn’t Favor Robots Over Humans
May 18, 2017 - Tax Changes & Planning
Consider Smart Tax Moves Now That Work With Possible Reform
May 11, 2017 - Tax Changes & Planning
How To Make Tax Cuts That Survive Reversal
April 26, 2017 - Tax Changes & Planning
How To Make The Cut For Trump’s Business Tax Cuts
April 06, 2017 - Tax Compliance
If You Can’t Deduct All Your Trading Losses Consider Section 475 Election
March 11, 2017 - Tax Compliance
5 Tips To File Tax Extensions That Will Save You Money
March 03, 2017 - Tax Compliance
March 15 Is The Tax Deadline For S-Corp And Partnership Extensions And Elections
February 25, 2017 - Forex
A Case For Retail Forex Traders Using Section 1256(g) Lower 60/40 Tax Rates
February 25, 2017 - Forex
Several Ways To Trade Currencies, Some With Lower Tax Rates
February 22, 2017 - Financial Regulation
Learn Why The NFA Barred FXCM And What It Means For Forex Traders
February 16, 2017 - Cryptocurrencies
If You Traded Bitcoin, You Should Report Capital Gains To The IRS
February 16, 2017 - Cryptocurrencies
If You Want To Trade Bitcoins, First Learn CFTC Rules
January 25, 2017 - Tax Compliance
Seven Powerful Ways Traders Save Money On 2016 Tax Returns
January 18, 2017 - Tax Treatment On Financial Products
CFDs: Tax & Regulatory Treatment
January 11, 2017 - Tax Compliance
Four Key Tax Due Dates And Two Elections For Professional Traders
December 02, 2016 - Tax Changes & Planning
Many Ways Traders Can Save Taxes Before Year-End
November 30, 2016 - Tax Changes & Planning
Still Time For Trading Entities To Make Valuable Year-End Tax Moves
November 12, 2016 - Tax Changes & Planning
Traders Likely To Benefit If Senate Rams Through Trump Tax Cuts
October 05, 2016 - International
If You Trade Around The World, You Need To Know IRS Rules
September 19, 2016 - Tax Treatment On Financial Products
Short Selling: How To Deduct Stock Borrow Fees
September 19, 2016 - Tax Treatment On Financial Products
Short Selling: IRS Tax Rules Are Unique
August 10, 2016 - Tax Compliance
These Tax Errors Will Cost Professional Traders Dearly
July 15, 2016 - State & Local Taxation
Trader Tax Battle Of The States: Nevada Vs. New Hampshire
July 14, 2016 - State & Local Taxation
Trader Tax Battle Of The States: New Jersey, Washington & Massachusetts
July 14, 2016 - State & Local Taxation
Trader Tax Battle Of The States: Midwest Vs. Southeast Top 10 States
July 14, 2016 - State & Local Taxation
Trader Tax Battle Of The States: New York Vs. Florida
July 14, 2016 - State & Local Taxation
Trader Tax Battle Of The States: California Vs. Texas
July 06, 2016 - Entities
A Few States Tax S-Corps: Traders Can Reduce It
June 27, 2016 - Tax Treatment On Financial Products
Tax Treatment For Volatility Products Including ETNs
June 06, 2016 - Proprietary Trading Firms
Some Proprietary Traders Under-Report Income
May 31, 2016 - Tax Compliance
Top 10 Tax Deductions For Active Traders
May 26, 2016 - Section 475 MTM
Section 481(a) Positive Adjustment Spread Period Changes
May 10, 2016 - Section 475 MTM
IRS Considering “Freeze And Mark” For Section 475 Election
May 10, 2016 - Entities
Safeguard Use Of Section 475 By Trading In An Entity
May 03, 2016 - Entities
Active Traders Should Consider An Entity For Tax Savings
March 22, 2016 - Section 475 MTM
Traders: Consider Ordinary Loss Election By Tax Deadline
March 22, 2016 - Tax Compliance
Don’t Sweat The Tax Deadline, Just Get An Extension
March 17, 2016 - Tax Exams, Appeals and Tax Court
Traders: Don’t Talk To An IRS Agent Until You Read This
March 02, 2016 - Tax Treatment On Financial Products
Tax Treatment Can Be Tricky With Options and ETFs
February 15, 2016 - Tax Compliance
Tax Tips For Sole Proprietor Traders Preparing 2015 Tax Returns
January 20, 2016 - Accounting
Securities Brokers Don’t Tell The Full Story About Wash Sale Losses
January 05, 2016 - Accounting
Don’t Solely Rely On 1099-Bs For Wash Sale Loss Adjustments
December 24, 2015 - Trader Tax
Green’s 2016 Trader Tax Guide
December 16, 2015 - Entities
S-Corps: Use Accountable Plan Before Year-End
December 03, 2015 - Tax Changes & Planning
IRS Increases “Expensing” Amount To $2,500
November 23, 2015 - Section 475 MTM
IRS Plays Havoc With Traders Misidentifying Investments
November 23, 2015 - Retirement Plan Strategies
Defined Benefit Plans Offer Huge Tax Breaks
November 06, 2015 - Proprietary Trading Firms
Traders: Good And Troubling News In Poppe Ruling
October 30, 2015 - Tax Changes & Planning
Common Tax-Planning Questions
October 28, 2015 - Tax Changes & Planning
Tax Moves For Business Owners In 2015
October 28, 2015 - Tax Changes & Planning
Retirement Plan Strategies For 2015
October 23, 2015 - Tax Changes & Planning
Smart Tax Saving Moves For 2015
October 04, 2015 - Politics and Taxes
Human Jobs Under Attack By Tax Code Favoring Robots Over People
September 22, 2015 - Investment Management
Carried interest is fair tax law for all investors
September 15, 2015 - Uncategorized
Defer Capital Gains On Real Estate Using Like-Kind Exchanges
August 23, 2015 - ObamaCare taxes
Eight Ways Profitable Traders Save Taxes
August 23, 2015 - Section 475 MTM
Five Ways To Deduct Losses In Financial Markets
July 21, 2015 - Benefit Plans
Certain Retirement Plans Must File A 5500
June 22, 2015 - Tax Compliance
15 Errors Traders Make On Tax Returns
June 02, 2015 - Tax Compliance
IRS Data Hacking Prompts New Refund Advice
May 27, 2015 - Tax Treatment On Financial Products
Tax Treatment For Trading Options
May 14, 2015 - Section 475 MTM
Dear IRS & Congress: Please Fix Tax Rules For Active Traders
May 01, 2015 - Section 475 MTM
New IRS Rules Allow Free And Easy Section 475 Revocation
March 15, 2015 - Section 475 MTM
April 15 Tax Extensions And Section 475 Election
March 06, 2015 - Entities
Business Traders Maximize Tax Benefits With An S-Corp
February 26, 2015 - Entities
C-Corps Have Limited Use For Tax Savings
February 23, 2015 - Tax Compliance
9 Good Reasons To Engage Us For Tax Preparation
February 19, 2015 - Accounting
Frequently Asked Questions (FAQs) On Trader Tax
February 19, 2015 - Accounting
Frequently Asked Questions (FAQs) On Wash Sale Losses
January 23, 2015 - Accounting
How Will You Handle Wash Sale Losses On Securities This Tax Season?
January 17, 2015 - Deposit losses: MF Global, PFG And More
Tax Treatment Of Forex Losses In Wake Of Swiss Surprise
January 07, 2015 - Tax Treatment On Financial Products
Tax Treatment For Precious Metals
December 09, 2014 - Tax Changes & Planning
6 Items For Your Year-End Tax Shopping List
November 10, 2014 - Small Business
11 Tax Breaks To Start And Grow A Small Business
October 31, 2014 - Retirement Plan Strategies
MLPs Can Generate Tax Bills In Retirement Accounts
October 30, 2014 - ObamaCare taxes
Obamacare Ushers In Several New Tax Forms For 2014
October 21, 2014 - Tax Changes & Planning
2014 Year-End Tax Planning For Traders
October 09, 2014 - Politics and Taxes
Will “Tax Extenders” Be Renewed Retroactively For 2014?
October 09, 2014 - Retirement Plan Strategies
Tax Relief For Canadians Living In The U.S.
October 07, 2014 - Retirement Plan Strategies
Last Chance To Reverse 2013 Roth IRA Conversion By Oct. 15, 2014
October 07, 2014 - Uncategorized
Estates Should Consider A “Portability Election”
August 19, 2014 - International
Foreign Partners In A U.S. Trading Partnership Can Be Tax Free
August 13, 2014 - Section 475 MTM
IRS Warns Section 475 Traders
July 25, 2014 - Tax Treatment On Financial Products
IRS Issues Final Regs On Straddle-By-Straddle Identification
June 20, 2014 - Tax Treatment On Financial Products
Tax Treatment For Nadex Binary Options
June 19, 2014 - FBAR
IRS Softens Its Stance For Some Taxpayers With Undeclared Offshore Accounts
June 12, 2014 - Retirement Plan Strategies
IRA Rollover Rule Changes
June 06, 2014 - FBAR
Bitcoin is not reported on 2013 FBARs
June 02, 2014 - International
Tax treatment for foreign futures
May 21, 2014 - Tax Treatment On Financial Products
Can business traders apply Section 475 elections to bitcoin trades?
May 13, 2014 - International
Puerto Rico’s Tax Haven Status Is Made For Traders
May 06, 2014 - Entities
A key update on trading entities and management companies
March 27, 2014 - Section 475 MTM
Protect yourself from market losses with Section 475 MTM
March 25, 2014 - Tax Treatment On Financial Products
IRS Guidance On Bitcoin Transactions
March 24, 2014 - Financial Regulation
SEC large trader reporting rule
February 27, 2014 - Tax Exams, Appeals and Tax Court
Another trader tax court loss
February 01, 2014 - ObamaCare taxes
Net investment tax
January 14, 2014 - Entities
New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies
January 09, 2014 - Politics and Taxes
A major tax reform bill in 2014 is unlikely, and “tax extenders” may be history, too
December 04, 2013 - ObamaCare taxes
IRS final NIT regulations help traders
December 03, 2013 - Cryptocurrencies
Bitcoin is a hot commodity, but how is it taxed?
November 15, 2013 - Tax Exams, Appeals and Tax Court
Another non-business trader busted in tax court
November 06, 2013 - Investment Management
Hedge-fund investors depend on “assurance” from CPA firms
October 31, 2013 - Tax Changes & Planning
Year-end tax planning for 2013
October 29, 2013 - ObamaCare taxes
ObamaCare taxes are starting to affect traders
September 15, 2013 - Politics and Taxes
Bill de Blasio’s tax-the-rich plan
August 30, 2013 - Tax Exams, Appeals and Tax Court
Tax court was right to deny Endicott TTS
August 29, 2013 - Tax Changes & Planning
Same-sex marriages will be recognized for tax purposes
August 23, 2013 - Retirement Plan Strategies
Contributing to multiple retirement plans
August 18, 2013 - Tax Compliance
Common trader tax mistakes
July 24, 2013 - Retirement Plan Strategies
The DOs and DON’Ts of using IRAs and other retirement plans in trading activities and alternative investments
March 31, 2013 - Deposit losses: MF Global, PFG And More
PFG investors can deduct theft losses on 2012 returns
March 04, 2013 - Accounting
Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings
November 20, 2012 - Cost-Basis Reporting
Cost-Basis Reporting Problems and Solutions
September 12, 2012 - Tax Treatment On Financial Products
Tax Treatment for Swaps, Options On Swaps, Futures Swaps, And Options On ETFs Partially Consisting Of Swaps
August 29, 2012 - Cost-Basis Reporting
An update note to tax preparers and traders about incorrect 1099-Bs and 2011 tax filings
August 16, 2012 - Forex
Why do forex forward dealers issue 1099s, yet spot forex brokers do not?
July 11, 2012 - Cost-Basis Reporting
Cost-Basis Reporting Update: How To File Form 8949 With 1099-B Differences
June 28, 2012 - Cost-Basis Reporting
Form 8949: What To Do About Tax Problems For Reporting Securities Trades
June 12, 2012 - FBAR
FBAR deadline & foreign financial asset reporting update
April 12, 2012 - Deposit losses: MF Global, PFG And More
IRS issues guidance on MF Global missing customer funds
April 04, 2012 - Deposit losses: MF Global, PFG And More
The MF Global tax trap & how to handle 2011 tax extensions
March 29, 2012 - Cost-Basis Reporting
Extensions: Some traders may qualify for IRS penalty relief
March 28, 2012 - Cost-Basis Reporting
See smoking guns on botched 1099-Bs from securities brokers in our Mar. 28 Webinar recording
March 26, 2012 - Cost-Basis Reporting
Petition: Securities Traders Need Tax Relief on IRS Cost-Basis Reporting Rules
March 20, 2012 - Cost-Basis Reporting
Brokers are only reporting potential wash sales, not final wash sales
March 20, 2012 - Cost-Basis Reporting
IRS, why force taxpayers to reconcile securities-broker 1099-Bs to tax returns, when your rules are apples vs. oranges?
March 15, 2012 - Cost-Basis Reporting
Please IRS, don’t match tax returns with new cost-basis 1099-Bs
March 10, 2012 - Cost-Basis Reporting
Big Concerns with Botched 1099-Bs and Discrepancies on Form 8949
February 02, 2012 - Cost-Basis Reporting
Cost-Basis Reporting on IRS Form 8949 Is a Nightmare and FATCA Makes the IRS a FATCAT (plus Form 8938 for foreign assets)
January 25, 2012 - Politics and Taxes
Mitt Romney Is Hardly A Pig When It Comes To Tax Deductions
January 13, 2012 - Uncategorized
Apple Letting The Sun Shine Into Foxconn
December 09, 2011 - Deposit losses: MF Global, PFG And More
How To Pay Back MF Global Customers 100%
December 08, 2011 - Financial-Transactions Tax
While Europe Slides, Germany Plays Hardball On Financial Transaction Tax
November 23, 2011 - Politics and Taxes
Republicans And Democrats Dicker While The Deficit Yawns And Rome Burns
October 17, 2011 - Politics and Taxes
Congress Would Say ‘Nein, Nein, Nein’ To Cain’s 9-9-9 Tax Plan
October 13, 2011 - Politics and Taxes
Should Occupy Wall Street Occupy Silicon Valley Instead?
October 05, 2011 - Financial-Transactions Tax
The Financial Transaction Tax Is Bad Business For Europe
October 04, 2011 - Small Business
Traders Should Think Of Themselves As Entrepreneurs
October 03, 2011 - Financial-Transactions Tax
Financial Transaction Tax Won’t Help Europe Get Back On Track
September 20, 2011 - Tax Treatment On Financial Products
Iraqi Dinar Investing Does Not Trigger IRS Personal-Use Rules
September 15, 2011 - Financial Regulation
UBS Goes Rogue: What Else Are Bankers Hiding In Their Drawers?
September 08, 2011 - Uncategorized
Scrap Payroll Taxes Entirely To Increase U.S. Jobs And Tax Robots Instead
August 25, 2011 - Uncategorized
Is George Soros Shutting Down Because Of Dodd-Frank, Onerous Obama?
August 18, 2011 - Politics and Taxes
Oracle Of Omaha Is No Sage Of Taxes
August 17, 2011 - Politics and Taxes
How Buffett Saves Billions On His Tax Return
August 16, 2011 - Politics and Taxes
Mr. Buffett, The IRS Needs Your Charity, Too
August 03, 2011 - Politics and Taxes
Fed Should Sell Some Gold To Prevent ‘Run On The Bank’
August 01, 2011 - Politics and Taxes
How will active traders make out with coming tax changes?
July 29, 2011 - Politics and Taxes
Tea Party Trying To Right U.S. Fiscal Ship
July 27, 2011 - Tax Treatment On Financial Products
Is The Iraqi Dinar Worthless Paper Or Maker Of Millionaires?
July 12, 2011 - Politics and Taxes
Are Lower 60/40 Tax Rates On Futures In Jeopardy?
July 01, 2011 - Financial-Transactions Tax
Financial Transaction Tax Threat Update
June 16, 2011 - Financial Regulation
Who’s The AIG In This Financial Greek Tragedy?
June 10, 2011 - Financial Regulation
Don’t Let Banks Weasel Out Of Derivatives Reform
June 06, 2011 - FBAR
Important IRS Voluntary Disclosure Initiative Updates
June 03, 2011 - Tax Exams, Appeals and Tax Court
Handling New IRS Foreign Reporting Requirements Without Doing Jail Time
May 18, 2011 - Financial Regulation
It’s Getting Harder To Defend Goldman Sachs
February 17, 2011 - Tax Exams, Appeals and Tax Court
Arizona Tax Authorities Attack A Losing Trader Over Trader Tax Status
February 10, 2011 - Investment Management
Incubator Funds Are An Attractive Strategy
February 08, 2011 - Investment Management
Investment Management Update
January 14, 2011 - Tax Exams, Appeals and Tax Court
Arguments For Traders To Use In IRS Exams And In Tax Court
December 27, 2010 - Financial Regulation
Either Ernst & Young Knew What Was Up At Lehman Or They Were Quite Ignorant
December 20, 2010 - Uncategorized
The Value Of A Good CPA Firm
November 24, 2010 - Tax Changes & Planning
Dear Mr. Buffett: Put Up Or Shut Up On Taxes
November 12, 2010 - Tax Changes & Planning
Don’t Be Fooled By Tricks Out Of Washington
October 30, 2010 - Financial Regulation
Is U.S. Forex Trading Safe?
October 21, 2010 - Tax Changes & Planning
Tax Strategies For Extraordinarily Uncertain Times
October 08, 2010 - Financial Regulation
Forex Traders Have A Little More Time
September 23, 2010 - Financial Regulation
Offshore Retail Forex Trading Accounts For Americans Are Being Forced Back To The U.S.
September 08, 2010 - Financial-Transactions Tax
Lukewarm Reception For FTT At E.U. Meeting
September 07, 2010 - Financial-Transactions Tax
European Union To Talk Bank Levy, Financial Transaction Tax
September 01, 2010 - Financial Regulation
Can American Off-exchange Retail Forex Traders Evade Strict New CFTC Rules By Trading On Offshore Platforms?
August 31, 2010 - Financial Regulation
New CFTC Forex Trading Rules Call For 50:1 Leverage
August 10, 2010 - Financial Regulation
U.S. Forex Traders May Not Be Able To Skirt Rules By Moving Accounts Offshore
August 09, 2010 - Financial Regulation
Dodd-Frank Cracks Down On Forex
July 22, 2010 - Financial Regulation
Swaps Tax Treatment Confusion Cleared Up With Fin Reg
June 28, 2010 - Financial Regulation
Senators Still Have A Chance For Real Financial Reform
June 25, 2010 - Tax Changes & Planning
Tax Extenders Bill Is Dead But Not For Harry Reid’s Lack Of Effort
June 22, 2010 - Financial Regulation
FINRA’s Notice To Prop Traders
June 19, 2010 - Uncategorized
Tax Extenders Bill Dies Many Times Before Its Death
June 17, 2010 - Tax Changes & Planning
Tax Extenders Bill Fails In Senate
May 28, 2010 - Financial-Transactions Tax
U.S. To Hit Traders, Money Managers With A Tax Shot To The Gut (FTT)
May 25, 2010 - Investment Management
Carried interest repeal back again
May 23, 2010 - Financial-Transactions Tax
Concerns Over German Resurgence Affecting FTT
May 20, 2010 - Financial-Transactions Tax
Finanztransaktionssteuer, Nein! (Financial Transaction Tax, No!)
April 28, 2010 - Politics and Taxes
Green energy tax breaks
March 03, 2010 - Entities
Dangerous entity scams targeting traders, part 3: Education expenses are a problem in dual-entity schemes
February 27, 2010 - Trader Tax
Dangerous entity scams targeting traders, part 2: Are trading education, seminars and travel expenses tax deductible?
February 15, 2010 - Entities
Dangerous entity scams targeting traders, part 1: Dual-entity schemes don’t deliver business treatment without qualification for trader tax status
November 24, 2009 - Financial-Transactions Tax
Save traders’ jobs: Do not enact a financial-transaction tax
November 18, 2009 - Financial-Transactions Tax
More thoughts on the financial-transactions tax
October 21, 2009 - Financial-Transactions Tax
Financial-transaction tax remains a hot button issue
January 15, 2009 - Financial-Transactions Tax
Financial-transactions tax: a new threat to traders
November 19, 2008 - Small Business
Private-Equity Active Investor Tax Breaks
September 03, 2008 - Tax Exams, Appeals and Tax Court
Holsinger case: IRS denies trader tax status and MTM
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