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.

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