TradersEXPO Chicago: Trader Tax Law 2019 Update (Workshop)

23 Jul

Jul 23, 2019 at 9:00 am CST

TradersExpo

Join trader-tax expert Darren L. Neuschwander CPA of Green, Neuschwander & Manning, LLC, as he explains:

  • Trader tax status benefits and how to qualify.
  • Tax treatment of securities, futures, options, ETFs, ETNs, forex, foreign futures, precious metals, volatility products, and cryptocurrencies.
  • Wash sale loss adjustments on securities.
  • Section 475 “tax loss insurance” and the QBI deduction.
  • Sole proprietor traders vs. an S-Corp with health insurance and retirement plan deductions.

Robert A. Green CPA of GreenTraderTax.com prepared the presentation slides.

The TradersEXPO Chicago – July 21 – 23, 2019
McCormick Place – South Building

Testimonials

I am a stock and options trader and have been for a number of years. I also have used your Tradelog software for most of that time. I have to tell you, that without Tradelog, I would not have been able to file my Tax Returns. I received a 1099-B from Tradestation on March 13. I had already downloaded and run my Tradelog reports. I am a MTM Trader In Securities. Yet, there were more than $2 million in errors on my Tradestation 1099 report. I have called them every month since then, and each month they tell me that I am one of the clients to receive a corrected 1099-B and that it will be coming "soon." Yet, here it is, August 16 and still no corrected 1099-B. I seriously question whether next year's 1099-B will be accurate either. I used my Tradelog numbers to file my Tax Return, and explained the situation to the IRS in notes. Without Tradelog I would have been lost. Thank you for Tradelog. And, by the way. there should be a huge penalty for Tradestation for not providing me an accurate 1099-B, don't you think? 

MC