Forex Tax Treatment & Planning

25 Mar

Mar 25, 2014 at 4:15 pm EST

When it comes to taxes, forex traders can have the best of both worlds: ordinary loss treatment and lower 60/40 tax rates on gains.

Presented by Robert A. Green, CPA

Green explains forex tax and regulatory treatment, plus planning opportunities.
Read forex tax treatment in our Trader Tax Center.

Testimonials

For 25+ years prior to 2013 I used TurboTax to do my own tax returns. When I started trading options as my primary source of income, however, I attended a presentation by Bob Green at Traders Expo and realized that there were significant advantages to trading within an LLC/partnership legal entity. I also realized that this made my tax return situation more complicated, so I started with GreenNFH for the tax year 2013 since they specialize in tax returns for active traders. Since I live in California, all my interacting with the staff has been through email, and the easy-to-use secure file upload/download facility they use. I have found the entire process to be very efficient and the fees to be quite reasonable. I recommend GreenNFH to other traders whenever the topics of trading entities and tax returns come up.

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