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

The go-to firm for traders. I know many CPAs, and I have never met a team that is more knowledgeable and as easy to work with. They provide excellent value as they understand the many nuances of traders' taxes and have vast experience providing sound advice on same. They are very organized, responsive, and quick to deliver. You can rest assured your taxes were done correctly with Green NFH. Truly a trusted adviser.

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