Tag Archives: compliance

Thank both of you

March 15, 2017 | By: Robert A. Green, CPA

We’ve like to Thank both of you (Star Johnson CPA and Christie Kam CPA) for your dedication and hard work on xx LLC K-1.  It was our first experience and at times very challenging for us. But thanks to both of you for your patience and dedication.

Incredibly insightful

November 8, 2016 | By: Robert A. Green, CPA

5 stars. Incredibly insightful in matters of accounting and incorporation for those looking to set up a business for trading in the stock market.

great support

October 10, 2016 | By: Robert A. Green, CPA

5 stars. Deborah (KIng CPA) was a great support as always. We can always count on her excellent service. Thank you Deborah!!

2013 Tax Filings For Traders & 2014 Tax Planning

September 7, 2014 | By: Robert A. Green, CPA

Green shows Lightspeed traders how to claim and benefit from trader tax status on 2013 tax filings, and how to make changes in 2014 that will save even more money.

Sponsored and hosted by Lightspeed Trading

Join noted trader tax expert Robert A. Green, CPA Managing Member of Green NFH, LLC a leading tax compliance firm for traders and investors.

  • How traders should prepare 2013 tax returns differently from investors
  • Business expenses versus investment expenses
  • Trading gains and losses are reported on other tax forms
  • Forex, securities, futures and options are taxed differently
  • Try to get lower 60/40 tax rates in Section 125
  • When to use summary reporting versus line-by-line reporting for each trade
  • Special accounting issues for securities traders, including using Tradelog software to generate Form 8949 with proper cost basis reporting and accounting for wash sales across all accounts
  • Business traders can form entities to deduct health insurance and retirement plan contributions
  • 2014 tax planning

Tax Filing Mistakes You Can Avoid

| By: Robert A. Green, CPA

We cover avoidable tax-time mistakes, including not using trader tax status (business treatment), which you can claim after the fact; not using the correct tax treatment for what you trade, like ordinary loss treatment where allowed; and several problems with cost-basis reporting for securities.