Tax Filing Mistakes You Can Avoid

Recorded Feb. 19, 2013

We cover avoidable tax-time mistakes, including not using trader tax status (business treatment), which you can claim after the fact; not using the correct tax treatment for what you trade, like ordinary loss treatment where allowed; and several problems with cost-basis reporting for securities.

Testimonials

Bob, Dxx and I extend our sincerest appreciation to you for the telephone appointment (45-minute consultation) today.  We know of no one else with your level of expertise on TTS and entities.  Your professional advice, accompanied by your notes, was absolutely invaluable. Thank you!

SM

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