Tips For Traders On Preparing 2022 Tax Returns

14 Mar

Mar 14, 2023 at 12:00 pm EST


Presentation Slides

Join Robert A. Green, CPA, from, for insights and information to help traders file their 2022 federal tax returns timely and accurately in 2023.

  • Mr. Green interviews Darren L. Neuschwander, CPA, head of tax compliance services for Green, Neuschwander & Manning, LLC.
  • Learn how traders, eligible for trader tax status (TTS), maximize business expenses, make vital tax elections, and utilize pass-through entities for further tax benefits, including health insurance, retirement plans, QBI, EBL, NOL, and SALT deductions.
  • Learn all the various tax forms to use for multiple types of financial products, dealing with wash sales, and other accounting methods.
  • Learn tips for filing tax extensions and paying taxes on time to avoid penalties.
  • Learn common errors on TTS traders’ tax returns, leading to an IRS or state exam.

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.