Year-End Tax Planning For Traders

09 Nov

Nov 09, 2021 at 12:00 pm EST


Presentation Slides

Join Robert A. Green, CPA of, 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.