How to Set Up a Trading Business for Optimal Tax Savings (MoneyShow Virtual Expo)

22 Jun

Jun 22, 2022 at 11:30 am EST


Presentation Slides

If you are eligible for trader tax status (TTS), consider setting up a trading business to maximize tax benefits. Join Robert A. Green, CPA of GreenTraderTax, to learn how to:

  • Deduct trading business expenses.
  • Elect Section 475 MTM for exemption from wash sales and the capital loss limitation.
  • Be eligible for a 20% qualified business income QBI deduction on Section 475/TTS income.
  • Deduct health insurance and high-deductible retirement plan contributions.
  • Deduct state and local taxes (SALT) as a pass-through entity (PTE) business expense avoiding the $10,000 SALT cap.




Deborah (King CPA), I rarely do customer reviews, but wanted to in this case. My experience with GreenTraderTax was top notch...People who know what they are doing give answers concisely and plainly, with clarity and confidence, and that's exactly the way it went with Deborah...All the people I've dealt with at GreenTraderTax are a pleasure to work with, accommodating, and personable. Many thanks to GreenTraderTax!!