Maximizing Tax Benefits for Active Traders: Entity Strategies Beyond Sole Proprietorship

04 Dec

Dec 04, 2024 at 12:00 pm EST


Recording

Presentation slides

Discover how traders eligible for trader tax status (TTS) can leverage business entities to unlock powerful tax advantages and benefits unavailable to sole proprietors. Join Robert A. Green, CPA of GreenTraderTax.com, and Adam W. Manning, CPA of Green, Neuschwander & Manning, LLC, as they explore:

  • Why LLCs, partnerships, and S-corporations can provide superior tax treatment compared to unincorporated traders qualifying for TTS
  • How S-corporations enable health insurance deductions and retirement plan contributions for TTS traders
  • Utilizing the SALT cap workaround through S-corps and partnerships in 36+ states
  • Strategies for separating trading from personal investments using entity structures
  • Key considerations when choosing between different entity types for your trading business
  • Tax compliance tips for planning and preparing TTS entity tax returns

Learn how to take your trader tax planning to the next level and potentially save thousands in taxes. Whether you’re an experienced trader or just starting, this webinar will equip you with advanced strategies to optimize your tax situation. Generally, we recommend entities for experienced, profitable traders whose tax benefits should exceed the added costs.

If you can’t join us live, register, and you will automatically receive a link to the recording after the session ends. You don’t have to be a client of IBKR.

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