Events & Recordings

Our events and recordings are one of the best ways to consume our proprietary content.

Register to attend an upcoming event and watch our recordings.

Aug 14, 2018
Tax Treatment On Financial Products – 2018 Update (Interactive Brokers)

Jul 19, 2018
Investment Fees Are Not Deductible But Borrow Fees Are (Interactive Brokers)

May 09, 2018
How Active Traders Can Benefit from the New Tax Law (TradeStation)

Mar 13, 2018
How To Set Up A Trading Business In 2018 (Interactive Brokers)

Feb 26, 2018
TradersExpo NY: Trader Tax Law Update (Live Event & On Demand)

Feb 14, 2018
How The Tax Cuts And Jobs Act Impacts Investors, Traders And Investment Managers (TradeStation Recording)

Feb 13, 2018
How The Tax Cuts And Jobs Act Impacts Investors, Traders And Investment Managers (Lightspeed)

Jan 23, 2018
How The Tax Cuts And Jobs Act Impacts Investors, Traders And Investment Managers (Interactive Brokers)

Dec 06, 2017
How Trading Businesses Can Save Taxes In 2017 And 2018 (Recording)

Nov 09, 2017
Year-End Tax PlanningConsidering The Tax Cut & Jobs Act Bill (Recording)

Sep 12, 2017
Tax Treatment For Volatility Products: Options, Futures, ETFs, and ETNs (Recording)

Aug 08, 2017
How To Become Eligible For Trader Tax Status Benefits (Recording)

Jun 21, 2017
Trader Tax Reform with Robert Green & Breakout Trading from Ken Calhoun (Recording)

Jun 13, 2017
IRS Exams: How To Defend Trader Tax Breaks And Win (Recording)

Apr 05, 2017
Top 11 Tax Deductions For Active Traders (Interactive Brokers Recording)

Mar 16, 2017
How To Report Forex Trades On 2016 Tax Returns & 2017 Planning

Mar 07, 2017
Tax Treatment For Trading Options (Recording)

Feb 26, 2017
Traders Expo New York: Kiosk & Educational Workshop

Feb 22, 2017
How To Set Up A Trading Business (Recording)

Feb 15, 2017
7 Ways To Save On 2016 Tax Returns For Traders

Dec 13, 2016
Tax Treatment On Financial Products – Part II (Interactive Brokers Recording)

Nov 22, 2016
Trader Tax Benefits – Part I (Interactive Brokers Recording)

Nov 17, 2016
Traders Expo Las Vegas 2016: Trader Tax Law Update (Recording)

Nov 16, 2016
Traders Expo Las Vegas 2016: Trader Tax Law Update (Paid Class)

Oct 19, 2016
If You Trade Around The World, You Need To Know IRS Rules (Recording)

Sep 28, 2016
Short Sellers Should Not Rely On Brokers For IRS Reporting (Recording)

Aug 13, 2016
These Tax Errors Will Cost Professional Traders Dearly

Aug 02, 2016
Best, Worst & The Decent Tax States For Traders (Recording)

Jun 21, 2016
Proprietary Trader Tax Treatment & Recent Developments (Recording)

Jun 07, 2016
Top 10 Tax Deductions For Active Traders (Recording)

May 17, 2016
Entity & Benefits Plan Tax-Advantaged Solutions 2016 (Recording)

Mar 16, 2016
Forex Tax Treatment 2016

Feb 22, 2016
Traders Expo New York: Trader Tax Law Update

Feb 18, 2016
Learn How Traders File 2015 Tax Returns For Maximum Tax Benefits

Dec 03, 2015
Year-End Tax Planning For Traders (Recording)

Nov 12, 2015
Year-End Planning For Entities: Payroll, Retirement And Health Insurance (Recording)

Oct 15, 2015
Traders Expo West 2015: Trader Tax Law Update

Oct 14, 2015
Traders Expo Las Vegas 2015: Trader Tax Law Update (Paid Class)

Sep 24, 2015
Five Ways To Deduct Losses In Financial Markets

Jul 30, 2015
How To Set Up A Trading Business With Maximum Tax Savings

Jul 23, 2015
Errors Traders Make On Tax Returns

May 06, 2015
Entity Tax-Advantaged Solutions For Traders

Apr 09, 2015
Forex Tax Treatment 2015

Mar 26, 2015
Exploring Trader Taxes (Charles Schwab Event)

Mar 01, 2015
Traders Expo NYC: Trader Tax Law Update

Feb 11, 2015
Learn How Active Securities Traders File Tax Returns For Maximum Tax Benefits

Feb 10, 2015
Currency Trading Tax & Regulatory Treatment: Update After The SNB Shockwave (Recording)

Dec 11, 2014
6 Items For Your Year-End Tax Shopping List

Dec 04, 2014
11 Tax Breaks To Start And Grow A Small Business

Nov 20, 2014
Traders Expo: Trader Tax Law Update

Nov 19, 2014
Traders Expo: Trader Tax Law Update (Paid Class)

Nov 12, 2014
Take Charge Of Your Obamacare Tax Matters Today (Recording)

Oct 28, 2014
10 Savvy Year-End Tax Moves For Traders

Oct 22, 2014
Year-End Planning With Trading Entities

Oct 14, 2014
IRS And State Exam Controversy For Traders (Recording)

Oct 01, 2014
Trader Tax Status

Aug 21, 2014
CCH Trader Tax 101: Tax Issues and Tips for Trader Clients (Paid CPE Class)

Aug 12, 2014
Current Developments In Tax Law That Affect Traders

Jun 25, 2014
IRS Exams: How To Defend Trader Tax Breaks And Win (Recording)

Jun 25, 2014
Entities And Employee-Benefits For Traders

Jun 19, 2014
Accounting For Traders

Jun 11, 2014
Tax Treatment For Foreign Futures (Recording)

May 20, 2014
Puerto Rico’s Tax Haven Status Is Tailor Made For Investors, Traders And Investment Managers (Recording)

May 14, 2014
Entities: A Key Update On Trading Entities And Management Companies

Apr 02, 2014
2013 Tax Filings For Traders & 2014 Tax Planning

Mar 25, 2014
Forex Tax Treatment & Planning

Mar 22, 2014
Trader Tax Law Update: Current Developments

Mar 12, 2014
2014 Tax Planning & Will an Entity Help Lower Your Tax Bill?

Mar 06, 2014
Entities & Retirement Plans For Traders

Nov 06, 2013
Obamacare Taxes Are Starting To Affect Traders

Sep 10, 2013
The Tax Court Was Right To Deny Endicott Trader Tax Status (Recording)

Jul 30, 2013
Learn The DOs And DON’Ts Of Using IRAs And Other Retirement Plans In Trading Activities (Recording)

Testimonials

Dear Amanda (Smitson CPA): I reviewed your notes and the return for my Entity and Personal filings. Everything looks complete and accurate. Excellent job once again!... Thanks so much for your assistance and attention to all the details. I can't think of anyone I've worked with over the years on ANYTHING that has been as pleasant and helpful as you have. I appreciate you so much!

TK