10 Savvy Year-End Tax Moves For Traders

28 Oct

mp4 file (256MB, 1:21) streams on all devices.

Oct 28, 2014 at 4:15 pm EST

Join Green NFH trader tax experts Robert A. Green and Darren Neuschwander in this Webinar, where we will touch upon several ideas for tax savings on your 2014 tax return. Learn how to:

  • Defer income to avoid top tax rates and net investment taxes.
  • Accelerate income with a Roth IRA conversion and sell winning positions to utilize lower ordinary and long-term capital gains tax brackets.
  • Avoid wash sales using Tradelog or convert them into ordinary losses in 2015.
  • Take advantage of tax loss selling and hold winning positions at year-end.
  • Utilize Section 475 where possible for ordinary loss treatment.
  • Qualify for trader tax status to enjoy business expense treatment.
  • Execute employee-benefit plan deductions (health and retirement) with entities on time.
  • Get a handle on accounting with GTT Tracker.
  • Prepare for Obamacare taxes.
  • Catch up with estimated taxes.

Blog post 2014 Year-End Tax Planning for Traders

Recording Year-End Planning for Trading Entities

Don’t pay more taxes than you should.


I hope that you are holding up well during the tax season. I wanted to take a minute to express my gratitude for taking care of our first partnership tax return preparation.  Mandy (Amanda Smitson) was very easy to work with and her professionalism was outstanding.  I don't know if you do customer satisfaction surveys, but if you did there would be nothing but top ratings for her and her work. I look forward to the same type of experience once we get started with our joint return for 2014. Thanks.