TradersEXPO Chicago: Trader Tax Law 2019 Update (Workshop)

23 Jul

Jul 23, 2019 at 9:00 am CST


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 prepared the presentation slides.

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


This was my first year claiming trader tax status and there is no way I could have done it without Adam Manning and his team. Due to their efforts, I am confident that my return is complete, correct and entirely compliant with IRS guidelines. Without their expertise, I would have been at risk for failing an audit due to my or my previous accountants' (wonderful folks but not experts in the trading field) lack of knowledge and understanding. I would also have missed some write-offs and ended up overpaying. I highly recommend these folks for anyone who is serious about trading as a profession!