Year-End Tax Planning For Traders

09 Nov

Nov 09, 2021 at 12:00 pm EST


Recording

Presentation Slides

Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April; arrange tax savings before year-end. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying Q4 estimated taxes, Roth IRA conversions, S-Corp payroll with health and retirement benefits, SALT cap workaround strategies for pass-through entities, and other tax-savings strategies. If Congress raises the top tax rates for 2022 on ordinary income and long-term capital gains, upper-income taxpayers might want to accelerate income.

If you can’t join us live, register and you will automatically receive a link to the recording after the session ends. You don’t have to be a client of IBKR.

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Testimonials

Green & Co. has provided tax consulting service for a number of years, initially when we had more complicated trading issues and more recently with more common events. We have ALWAYS been able to contact Deborah almost instantly and had our questions answered quickly, professionally and thoroughly explained. Thank you again, as always, for your excellent support. 5 stars.

DEN