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.


After attending a few of the Green webinars, I quickly realized that Bob, Adam and Darren really know all the ins and outs when it comes to the tax handling, preparation and compliance for trading forex. As a full-time trader, their firm guided me in selecting and setting up a business entity for my trading. I also used Green for tax compliance for both my business and personal returns. At first I was hesitant to not have a local CPA, but with the technology we have today that is a non issue. I found Adam and his staff to be highly knowledgeable and he also answered any questions I had in a very timely manner. The tracking templates were easy to use and helped me keep all my expenses organized. I will continue to use Green going forward as I feel that my returns will be fully compliant with the IRS and that they are helping me to utilize the tax code to my benefit. If you are a serious trader I highly recommend their services.