Retail Trading

Trader Tax 101 Video Course

June 2018: 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.


Hi Mandy (Smitson CPA), Thank you for all of your help!  We appreciate your time and it has been a pleasure working with you as well. Thanks!