Accounting For Traders

19 Jun

Jun 19, 2014 at 4:15 pm EST

Presented by CPAs Robert A. Green and Darren Neuschwander

The best current accounting solutions for traders including Tradelog and a review of our survey results.

*The results of their recent survey on trade accounting software and solutions.
* Accounting software and other solutions for generating Form 8949 and/or Form 4797 with line-by-line reporting of each trade.
*The pros and cons of the leading solutions available and which one may be best for you.
*Deductr, an expense accounting and tax-compliance solution. (starts at 37 minute mark)
*How to pair a specialized trade accounting solution with a customized expense accounting solution.

Testimonials

I have been trading futures for 2-3 years with the goal of establishing this as a business. To date I have substantial tax losses. I contacted Robert Green to discuss the tax aspects of my futures trading. Robert clearly explained the laws on claiming trader status and provided helpful advice on how to best take advantage of the tax laws based upon my trading. He provided specific advice on how to claim trading losses as an ordinary deduction and why trading as a general partnership would be helpful. I am very pleased to have the expertise of Robert and his company to handle my tax return in 2013 and into the future.

anonymous

Close