Archives

January 18, 2017 - Tax Treatment
Contracts For Difference Are Swaps With Ordinary Income Or Loss Tax 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
Short Selling: How To Deduct Stock Borrow Fees
September 19, 2016 - Tax Treatment
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
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
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
Depletion Allowance On Human Labor To Spur Job Growth
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 information tax form by July 31
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
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 Green NFH 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 in insolvent financial institutions, MF Global, PFG and more
Tax treatment for forex and deposit losses after SNB’s surprise policy change
January 07, 2015 - Tax Treatment
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
Retirement plan investments in publicly traded partnerships generate tax bills
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 - Trusts and Estates
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
IRS issues final regs on straddle-by-straddle identification
June 20, 2014 - Tax Treatment
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
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
IRS Guidance On Bitcoin Transactions
March 24, 2014 - 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 - Tax Treatment
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 - Investment 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 in insolvent financial institutions, 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
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 in insolvent financial institutions, MF Global, PFG and more
IRS issues guidance on MF Global missing customer funds
April 04, 2012 - Deposit losses in insolvent financial institutions, 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)
October 04, 2011 - Small Business
Traders should think of themselves as entrepreneurs. Some may want to diversify by operating more than one business.
September 20, 2011 - Tax Treatment
Iraqi Dinar Investing Does Not Trigger IRS Personal-Use Rules
August 17, 2011 - Politics and Taxes
How Buffett Saves Billions On His Tax Return
August 01, 2011 - Politics and Taxes
How will active traders make out with coming tax changes?
July 12, 2011 - Politics and Taxes
Are lower 60/40 tax rates on futures in jeopardy?
June 06, 2011 - FBAR
Important IRS voluntary disclosure initiative updates
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
February 08, 2011 - Investment Management
Investment management update
December 20, 2010 - About Us
The value of a good CPA firm
October 30, 2010 - Forex
Is U.S. forex trading safe?
September 23, 2010 - Forex
Offshore retail forex trading accounts are being forced back to the U.S.
September 01, 2010 - Forex
Can American off-exchange retail forex traders evade strict new CFTC rules by trading on offshore platforms?
August 31, 2010 - Forex
New CFTC forex trading rules call for 50:1 leverage
August 10, 2010 - Forex
U.S. forex traders may not be able to skirt rules by moving accounts offshore
July 22, 2010 - Regulation
Fin Reg calls for derivative contracts to be cleared on futures exchanges, but Congress doesn’t change their tax treatment to lower 60/40 tax rates
June 22, 2010 - Proprietary Trading Firms
FINRA’s notice to prop traders
May 25, 2010 - Investment Management
Carried interest repeal back again
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
Contracts For Difference Are Swaps With Ordinary Income Or Loss Tax Treatment More By: Robert A. Green, CPA On: 01/18/17
Four Key Tax Due Dates And Two Elections For Professional Traders More By: Robert A. Green, CPA On: 01/11/17
Many Ways Traders Can Save Taxes Before Year-End More By: Robert A. Green, CPA On: 12/02/16
Still Time For Trading Entities To Make Valuable Year-End Tax Moves More By: Robert A. Green, CPA On: 11/30/16
Traders Likely To Benefit If Senate Rams Through Trump Tax Cuts More By: Robert A. Green, CPA On: 11/12/16
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