Tips For Traders On Preparing 2023 Tax Returns

20 Feb

Feb 20, 2024 at 12:00 pm EST



Join Robert A. Green, CPA, from, for insights and information to help traders file their 2023 federal tax returns in a timely and accurate manner in 2024.

  • Mr. Green interviews Darren Neuschwander, CPA, head of tax compliance services for Green, Neuschwander & Manning, LLC. Mr. Neuschwander will discuss what’s new this year for traders.
  • 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 treatments for multiple financial products, 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 that lead 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.