Join Robert A. Green, CPA, for our annual year-end tax planning webinar tailored for active traders and investors. The 2025 One Big Beautiful Bill Act (OBBBA) made major TCJA provisions permanent, creating new opportunities for traders to lock in lower tax rates and expanded deductions. This session will cover how to optimize your tax outcome before December 31—by managing Trader Tax Status (TTS), Section 475 elections, S-Corp wages, PTET payments, and retirement plans. Learn practical strategies to coordinate income, deductions, and entity-level benefits to maximize your 2025 savings and prepare for 2026. Perfect for individual traders, fund managers, and tax professionals who advise active traders.
If you can’t join us live, register, and you will automatically receive a link to the recording after the session ends. You don’t have to be a client of IBKR.
Join Robert A. Green, CPA, for an in-depth webinar on crypto and digital asset taxation in 2025. This 60-minute session will cover the latest IRS rules and legislation impacting investors and traders, including spot cryptocurrencies, Bitcoin and Ether futures, options on futures, crypto ETFs, stablecoins under the GENIUS Act, tokenized assets, and NFTs. You’ll learn:
- Which digital assets are taxed as property and which qualify for Section 1256’s favorable 60/40 tax rates.
- How wash sale rules may apply to tokenized securities.
- What to expect from the new Form 1099-DA reporting requirements.
The webinar will also highlight Trader Tax Status strategies, tax accounting methods for digital assets, and leading accounting software solutions—equipping participants with the knowledge to stay compliant and optimize tax outcomes in 2025.
If you can’t join us live, register, and you will automatically receive a link to the recording after the session ends. You don’t have to be a client of IBKR.
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