Retail Trading

Trader Tax 101 Video Course

Robert Green explains the different types of retail traders including the casual investor with a dozen trades per year, the active investor with a few hundred trades, and the business trader with more than 700 trades and eligible for trader tax status.


Excellent service and very quick response time. I am very happy with my experience with the with the CPA that I was working with, Rachel Ellis. She was very patient and provided great service and answered all my questions in a timely manner. 5 stars.