Trader Tax Status

Join Green NFH CPAs Robert Green and Darren Neuschwander in this Webinar.

Trader tax status constitutes business treatment and unlocks an assortment of meaningful tax benefits for active traders who qualify. The first step is to determine if you qualify for trader tax status. If you do, you can claim some tax breaks (such as business expense treatment after the fact) and elect and setup other breaks (such as Section 475 MTM and employee-benefit plans) on a timely basis. In this Webinar, we will cover:

• Business Expenses — they are far better than investment expenses.
• How to Qualify — it’s nuanced and our golden rules help.
• Section 475 MTM Accounting — elect “tax loss insurance.”
• Employee-Benefit Plans — deduct retirement plans and health insurance premiums.
• Questions and answers.