Tag Archives: financial products

2018 Tax Treatment Overview for Traders (TradeStation)

September 13, 2018 | By: Robert A. Green, CPA

On October 11, join trader tax expert Robert A. Green, CPA, of GreenTraderTax as he provides a timely update on tax treatment of various financial products. Robert will discuss securities subject to wash-sale-loss adjustments, Section 1256 contracts including futures and broad-based indexes, options of several types, ETFs, volatility ETNs, forex, foreign futures, precious metals, and cryptocurrencies.

Hosted and recording produced by TradeStation.

 

 

Investment Fees Are Not Deductible But Borrow Fees Are (Interactive Brokers)

June 15, 2018 | By: Robert A. Green, CPA

The Tax Cuts and Jobs Act suspended “certain miscellaneous itemized deductions subject to the two-percent floor,” which includes “investment fees and expenses.” However, the new law retained “other miscellaneous deductions” not subject to the two-percent floor, including short-selling expenses like stock borrow fees.

Join Robert A. Green to learn how to navigate through all of these changes.

Webinar hosted and recording produced by Interactive Brokers.