MoneyMasters Course – How to Be Eligible for Substantial Tax Savings as a Trader

18 Nov

Nov 18, 2020 at 10:30 am EST



Right before the crucial end of the year, you won’t want to miss this timely and practical MoneyMasters℠ course by trader tax expert, Robert Green, CPA, of, as he explains the tax advantages of “trader tax status” (TTS).

In this in-depth class, he will cover:

  • The golden rules in detail for how to be eligible for and claim TTS, no election is required.
  • Automated trading systems (ATS) can qualify for TTS, providing the trader is significantly involved with the ATS. Trade copying software might not be eligible.
  • TTS traders deduct business expenses, startup costs, and home office expenses, whereas investors cannot.
  • Learn how TTS traders use an S-Corp to deduct health insurance and retirement plan contributions.
  • TTS traders are entitled to elect Section 475 MTM ordinary gain or loss treatment. Section 475 trades are exempt from wash sale losses on securities, and the $3,000 capital loss limitation.
  • Section 475 income, net of TTS expenses, is eligible for the 20% qualified business income (QBI) deduction if the trader is under the taxable income threshold.
  • Learn current tax developments that might affect traders.

A local CPA is likely to miss out on certain trader tax rules, deductions, and nuances, but Robert Green won’t. And, after this course, you won’t either!

*Tickets are $139 per person; all sales are final. If you miss the live course, you can always watch it on demand at a later date.