The IRS uses multiple tax forms for trading businesses eligible for trader tax status (TTS). It can be confusing to taxpayers, accountants, and the IRS. Traders enter gains and losses, portfolio incom...More on Trader Tax Return Reporting Strategies
Join our Webinars on Nov. 8 and 15, 2022, on Year-End Tax Planning For Traders, or watch the recordings afterward. Recent years' tax acts don't change trader tax status (TTS), Section 475 MTM accou...More on 2022 Year-End Tax Planning For Traders
Day and swing traders inevitably trigger many wash sale loss adjustments (WS) amounting to tens or hundreds of thousands of dollars. Take a loss on a security, repurchase it within 30 days (after or b...More on How To Avoid Phantom Income From Wash Sale Loss Adjustments
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60 minutes

In this 3-minute video, Mr. Green shows users around our website, and he explains how our CPA firm works closely with clients.