CCH Trader Tax 101: Tax Issues and Tips for Trader Clients (Paid CPE Class)

21 Aug

Aug 21, 2014 at 1:00 pm EST

Many tax preparers feel ill-equipped when it comes to advising clients who are traders. They often need to spend much time researching trader tax law and the many nuances and pitfalls that may arise. 

In this informative, timely and convenient online seminar, trader tax expert, Robert A. Green, CPA will examine and explain key trader tax topics and strategies that many tax practitioners might not be familiar with. Mr. Green will share his expertise on trader tax status and the unique compliance and planning issues that he has garnered through decades of advising traders. 


Dear Adam, Robert & Darren, I would like to draw attention to the fine work performed by Rachel Ellis.  Not only is her tax knowledge proficient but also her talent for managing clients is exceptional.  As a former Wall St. analyst charged with responding to many different clients' needs - typically always simultaneously -- I know how demanding that aspect can be.  Rachel is always patient, good humored and responsive. I hope that she -- and all of you -- can find some time to relax after the tax season. Best regards,