Trader Tax Benefits – Part I (Interactive Brokers Recording)

22 Nov

Nov 22, 2016 at 1:00 pm EST


Recording

Join trader tax expert Robert A. Green, CPA as he explains how active traders may be able to reap more tax breaks vs. casual investors, including business expenses, Section 475 MTM “tax loss insurance” and employee benefits (health insurance and retirement plans).

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Testimonials

Dear Adam, Robert & Darren, I would like to draw attention to the fine work performed by Rachel Ellis.  Not only is her tax knowledge proficient but also her talent for managing clients is exceptional.  As a former Wall St. analyst charged with responding to many different clients' needs - typically always simultaneously -- I know how demanding that aspect can be.  Rachel is always patient, good humored and responsive. I hope that she -- and all of you -- can find some time to relax after the tax season. Best regards,

TC

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