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

07 Jun

Jun 07, 2022 at 11:15 am EST


Recording

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 SALT as a PTE business expense avoiding the SALT cap.
  • Tax treatment for investment managers, investors in separately managed accounts, hedge funds, and family offices. How TTS and investment management interact.

 

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