How To Achieve Tax Savings As A Trader

21 Mar

Mar 21, 2023 at 2:00 pm EST

Join noted trader tax expert Robert Green, CPA, CEO, GreenTraderTax.com, for this in-depth session where he will delve into practical ways to execute strategies for real tax savings. Business traders will save thousands with this class as they learn the tax advantages of “trader tax status” (TTS).
 
Trader Tax Status
  • Learn the golden rules for eligibility for TTS
Business Expenses & Accounting
  • TTS traders deduct business, startup, organization, and home office expenses, whereas investors cannot
  • TTS is a pre-requisite for using Section 475 MTM accounting, which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a 20% qualified business income (QBI) deduction
  • If you did not elect Section 475 on time, learn to avoid wash sale loss adjustments at year-end
Entities
  • Learn how TTS traders use an S-Corp to deduct health insurance premiums and high-deductible retirement plan contributions
  • Learn how to use a TTS partnership or S-Corp for a SALT cap workaround and segregate trading vs. investments
*$119.00 per person if purchased by 3/20/2023
$139.00 per person if purchased after 3/20/2023
 
If you miss the live course, you can always watch it on demand at a later date.
 
MoneyShow Virtual Expo, March 21-23, 2023.
 
03/14 Tax Extensions: 12 Tips To Save You Money More on Tax Extensions: 12 Tips To Save You Money

03/13 Tax Relief In Disaster Situations More on Tax Relief In Disaster Situations

02/15 Tax Tips For Traders Preparing 2022 Tax Returns More on Tax Tips For Traders Preparing 2022 Tax Returns

10/25 2022 Year-End Tax Planning For Traders More on 2022 Year-End Tax Planning For Traders

09/22 How To Avoid Phantom Income From Wash Sale Loss Adjustments More on How To Avoid Phantom Income From Wash Sale Loss Adjustments

Testimonials