Trader Tax Status

Trader Tax 101 Video Course

June 2018: Robert Green explains the benefits of trader tax status and how to qualify for it.

06/23 How Some Traders Double-Up On Retirement Plan Contributions More on How Some Traders Double-Up On Retirement Plan Contributions

06/22 Unlock State & Local Tax Deductions With A SALT Cap Workaround More on Unlock State & Local Tax Deductions With A SALT Cap Workaround

06/21 The American Rescue Plan Act of 2021 Impacts Traders More on The American Rescue Plan Act of 2021 Impacts Traders

04/06 The IRS postponed the 2020 individual tax deadline to May 17 More on The IRS postponed the 2020 individual tax deadline to May 17

03/09 Traders Should Consider Section 475 Election by the Tax Deadline More on Traders Should Consider Section 475 Election by the Tax Deadline

Testimonials

Amanda, Based on my rudimentary knowledge of  taxes my draft 2012 (amended) return looks good so let's file it. If you have any advice based on mistakes I made on how to better plan my taxes (besides the obvious ... pay them on time!!) let me know. Thank you for taking care of this so quickly and efficiently. This was a far better experience over my previous accountant!

KK