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.

Testimonials

Hi Mandy, I just wanted to thank you for your work preparing our LP tax returns this year. We appreciate your helpfulness and responsiveness throughout the process!  

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