2025 Year-End Tax Planning for Traders and Investors Under the OBBBA

13 Nov

Nov 13, 2025 at 12:00 pm EST


Recording

Join Robert A. Green, CPA, for our annual year-end tax planning webinar tailored for active traders and investors. The 2025 One Big Beautiful Bill Act (OBBBA) made major TCJA provisions permanent, creating new opportunities for traders to lock in lower tax rates and expanded deductions. This session will cover how to optimize your tax outcome before December 31—by managing Trader Tax Status (TTS), Section 475 elections, S-Corp wages, PTET payments, and retirement plans. Learn practical strategies to coordinate income, deductions, and entity-level benefits to maximize your 2025 savings and prepare for 2026. Perfect for individual traders, fund managers, and tax professionals who advise active traders.

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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