Traders Expo: Trader Tax Law Update

20 Nov

Watch the one-hour recording of this live event at the Traders Expo in Las Vegas, Nevada.

Nov 20, 2014 at 8:30 am PST

Traders Expo

Las Vegas | Nov. 19 – 22, 2014 • Caesars Palace

Trader tax law update: Current developments, year-end tax planning, business treatment (trader tax status), key tax elections, entities and retirement plans. – Free Workshop

Presented by Robert A. Green, CPA

• Current developments including tax reform, tax changes and court cases.
• Specific tax moves upper-income taxpayers should make in 2014 to avoid the ObamaCare 3.8% Medicare tax on unearned (investment) income and income and capital gains tax-rate hikes.
• How to execute year-end strategies that are often overlooked.
• Learn how to save thousands with trader tax status and discover key trader tax strategies and tax elections. Investors have important elections to make, too.
• Learn how to qualify for and claim trader tax status for 2014 even after year-end.
• Preparing a trader tax return for 2014 with maximum tax benefits.
• There are key tax treatment differences between securities, Section 1256 contracts (futures), all types of options, ETFs, forex, precious metals and more.
• Entities are a way to avoid the red flags associated with Schedule Cs for sole proprietor business traders, and they unlock additional tax breaks including high-deductible retirement plans and health-insurance premiums. Entities help traders avoid wash-sale loss deferral problems. They are more flexible for changing tax-treatment elections. Learn about the best types of entities and retirement plans for traders.
• Accounting software and a smartphone app GTT Tracker is excellent for tracking expenses and time and documenting qualification for trader tax status.

 

Testimonials

The guidance and recommendations they gave in setting up my legal structure and payroll/benefits has been outstanding...If you are new to the trading business, start here and save yourself money and headaches later on.

Anonymous

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