Traders Expo Las Vegas 2016: Trader Tax Law Update

Uploaded to YouTube by MoneyShow on Nov 22, 2016

Right before the end of the year, trader tax expert Robert Green will review trader tax status (business expenses), the tax treatment of different financial products including securities, futures, options and ETFs, critical tax elections, wash sale loss limitations, entities with retirement plan deductions, Obamacare taxes, and year-end tax planning.

Testimonials

For 25+ years prior to 2013 I used TurboTax to do my own tax returns. When I started trading options as my primary source of income, however, I attended a presentation by Bob Green at Traders Expo and realized that there were significant advantages to trading within an LLC/partnership legal entity. I also realized that this made my tax return situation more complicated, so I started with GreenNFH for the tax year 2013 since they specialize in tax returns for active traders. Since I live in California, all my interacting with the staff has been through email, and the easy-to-use secure file upload/download facility they use. I have found the entire process to be very efficient and the fees to be quite reasonable. I recommend GreenNFH to other traders whenever the topics of trading entities and tax returns come up.

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