Traders Have Unique Benefits For This Tax Season (Interactive Brokers)

20 Feb

Feb 20, 2019 at 12:00 pm EST


Tax season is underway, and TV commercials from tax software companies are stressing the need for CPAs on-demand. This is probably because 2018 is the first year of changes from the 2017 Tax Cuts and Jobs Act (TCJA). Join Robert A. Green, CPA of GreenTraderTax to review highlights from Green’s 2019 Trader Tax Guide.

– Business traders fare better.
– Can traders deduct trading losses?
– Tax treatment on financial products.
– Entities for traders.
– Retirement plans for traders.
– Tax Cuts and Jobs Act impact on traders.
– 20% deduction on qualified business income.
– Investment management carried interest.

Webinar hosted and recording produced by Interactive Brokers. Everyone is welcome; you don’t have to be a client of IB.




Darren, I bought the book and absorbed a lot of it. Your firm's writing and outreach are a testament to your experience and confidence, and I will be pleased to give you my complex tax filing business when that time arrives. I have really learned a lot in one day, from our conversation (I took detailed and organized notes) as well as the guide. For example, I would not have guessed that options on a commodity ETF (that's structured as a partnership) is probably a section 1256 contract. Your firm has the software and expertise to keep all this straight. Regards,