Events & Recordings

Attend our live Webinars and watch our recordings listed below.

Nov 15, 2022
Year-End Tax Planning For Traders (MoneyShow)
Nov 08, 2022
Year-End Tax Planning For Traders
Oct 04, 2022
How To Achieve Tax Savings As A Trader
Sep 27, 2022
How To Achieve Tax Savings As A Trader (MoneyShow Virtual Expo)
Jun 22, 2022
How to Set Up a Trading Business for Optimal Tax Savings (MoneyShow Virtual Expo)
Jun 07, 2022
How to Set Up a Trading Business for Optimal Tax Savings (MoneyShow Virtual Expo For Accredited Investors)
Feb 23, 2022
How Traders Elect 475 To Maximize Their Tax Savings
Feb 17, 2022
Tips for Traders on Preparing 2021 Tax Returns
Jan 12, 2022
Tips for Professional Traders Getting Ready to File 2021 Tax Returns
Nov 09, 2021
Year-End Tax Planning For Traders
Oct 05, 2021
How To Achieve Tax Savings As A Trader (MoneyShow)
Sep 16, 2021
How To Achieve Tax Savings As A Trader
Aug 24, 2021
Tax Treatment on Metals and Mining Financial Products (MoneyShow Virtual)
Jul 14, 2021
Trader Tax Law: 2021 Mid-Year Update
Jul 01, 2021
Tax Treatment for ETFs and ETNs (MoneyShow Virtual)
Feb 23, 2021
Tips For Traders On Preparing 2020 Tax Returns (TradeStation)
Feb 22, 2021
Tips For Traders On Preparing 2020 Tax Returns (IBKR)
Jan 19, 2021
Highlights From Green’s 2021 Trader Tax Guide
Nov 19, 2020
Year-End Tax Planning For Traders (IBKR)
Nov 18, 2020
MoneyMasters Course – How to Be Eligible for Substantial Tax Savings as a Trader
Nov 17, 2020
Year-End Tax Planning for Traders (MoneyShow)
Oct 02, 2020
Will The IRS Deny Tax Benefits To Traders Due To Covid? And, Quarterly Estimated Taxes
Aug 17, 2020
How To Be Eligible For Substantial Tax Savings As A Trader
Aug 04, 2020
How To Set Up A Trading Business For Optimal Tax Savings (MoneyShow)
Jul 08, 2020
Last-Minute Tax Tips & Extensions For Traders
Jun 16, 2020
How to Set Up A Trading Business for Optimal Tax Reporting
Jun 12, 2020
How To Set Up A Trading Business For Optimal Tax Savings
May 28, 2020
How Recent Tax Relief & Aid Legislation Impacts Traders
Apr 13, 2020
April 15 Tax Deadline Moved To July 15 & CARES Act
Mar 09, 2020
TradersEXPO New York: Trader Tax Law 2020 Update
Feb 26, 2020
Tips For Professional Traders When Preparing 2019 Tax Returns
Feb 19, 2020
Tips For Traders On Preparing 2019 Tax Returns
Jan 23, 2020
Highlights From Green’s 2020 Trader Tax Guide
Nov 13, 2019
Tax Planning At Year-End Generates The Most Savings
Nov 08, 2019
TradersEXPO Las Vegas: Trader Tax Law 2019 Update (Educational Presentation)
Nov 07, 2019
TradersEXPO Las Vegas: Trader Tax Law 2019 Year-End In-Depth Update (Workshop)
Oct 23, 2019
Trader Tax Strategies 2019 Year-End Update
Aug 14, 2019
How To Structure A Trading Business For Significant Tax Savings (Interactive Brokers)
Aug 01, 2019
How To Structure A Trading Business For Significant Tax Savings (TradeStation)
Jul 23, 2019
TradersEXPO Chicago: Trader Tax Law 2019 Update (Workshop)
May 15, 2019
Trading Futures & Other Section 1256 Contracts Has Tax Advantages
Apr 10, 2019
Last-Minute Tax Tips For Traders
Mar 19, 2019
How to Qualify for Trader Tax Status and Save (TradeStation)
Mar 14, 2019
How To Maximize Tax Deductions For Traders (Interactive Brokers)
Mar 11, 2019
TradersEXPO New York City: Trader Tax Law 2019 Update (Workshop)
Mar 06, 2019
Tips For Traders On Preparing 2018 Tax Returns (Lightspeed)
Feb 20, 2019
Traders Have Unique Benefits For This Tax Season (Interactive Brokers)
Feb 19, 2019
Tips For Traders On Preparing 2018 Tax Returns (TradeStation)
Jan 09, 2019
Tips For Traders On Preparing 2018 Tax Returns (Interactive Brokers)
Dec 12, 2018
Q&A With GNM Partners On Year-End Tax Planning
Dec 05, 2018
Traders Have Unique Issues For Year-End Tax Planning (Interactive Brokers)
Nov 13, 2018
TradersEXPO Las Vegas: Trader Tax Law 2018 Update (Workshop/Webcast)
Nov 12, 2018
TradersEXPO Las Vegas: Trader Tax Law 2018 Year-End Update (Master Class)
Nov 07, 2018
How Traders Can Save Taxes Before Year-End (Interactive Brokers)
Oct 23, 2018
How Non-U.S. Residents Save U.S. Taxes On U.S. Brokerage Accounts (Interactive Brokers)
Oct 11, 2018
2018 Tax Treatment Overview for Traders (TradeStation)
Sep 12, 2018
How Traders, Hedge Funds, And Investment Managers Can Qualify For The New 20% QBI Deduction (Interactive Brokers)
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 Planning Considering 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
Entities And Employee-Benefits For Traders
Jun 25, 2014
IRS Exams: How To Defend Trader Tax Breaks And Win (Recording)
Jun 19, 2014
Accounting For Traders
Jun 11, 2014
Tax Treatment For Foreign Futures (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)
10/25 2022 Year-End Tax Planning For Traders More on 2022 Year-End Tax Planning For Traders

09/22 How To Avoid Phantom Income From Wash Sale Loss Adjustments More on How To Avoid Phantom Income From Wash Sale Loss Adjustments

06/18 How to Set Up A Trading Business For Optimal Tax Savings More on How to Set Up A Trading Business For Optimal Tax Savings

02/03 How Traders Elect 475 To Maximize Their Tax Savings More on How Traders Elect 475 To Maximize Their Tax Savings

01/10 Traders Should Focus On Q4 Estimated Taxes Due January 18 More on Traders Should Focus On Q4 Estimated Taxes Due January 18

Testimonials

Thank you so much for your time! (30 minute consultation) I found our conversation very helpful and your information very helpful.  I look forward to doing business with you and will reach back out when I have a better understanding of how my business interests are developing. Kind Regards,

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