50-Minute Consultation With GNM

Price: $350.00

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Click here if you want to consult with Robert A. Green, CPA.

How this consultation works

After purchasing this service, see the Downloadable Items at the bottom of our email receipt. Click that pdf file for instructions, which includes links to the online calendars of Darren Neuschwander, CPA, or Adam Manning, CPA. You choose. 

These consultations often cover:

  • Trader tax and accounting questions.
  • Qualification for trader tax status (TTS).
  • The impact of wash sale loss rules on securities.
  • Whether you should elect Section 475 MTM ordinary gain or loss treatment for exemption from WS and the capital loss limitation, and an opportunity for the 20% QBI deduction on 475 net income.
  • Whether an entity is valuable and which type might be wise to use.
  • Tax compliance questions. 

After the 50-minute consultation, Neuschwander or Manning will email you a memo with a tax plan and suggested next steps. Phone time will be up to 45 minutes, and they will spend 5 minutes preparing the email plan.