Tag Archives: tax compliance

Tips For Traders On Preparing 2019 Tax Returns

January 21, 2020 | By: Robert A. Green, CPA

  • There are several new and revised 2019 tax forms based on the implementation of the 2017 Tax Cuts and Jobs Act.
  • Learn how traders, eligible for trader tax status (TTS), maximize business, home office, and startup expenses using critical tax-reporting strategies.
  • Don’t solely rely on broker 1099-Bs: There might be opportunities to switch to lower 60/40 capital gains rates in Section 1256, use Section 475 ordinary loss treatment if elected on time, and report wash sale losses differently.
  • Make vital 2020 tax elections on time.
  • Learn common errors on tax returns for TTS traders, which can lead to an IRS or state exam.
  • Learn tips for filing extensions and paying taxes due April 15, 2020.

Join CPAs Robert A. Green, Darren L. Neuschwander, and Adam W. Manning from Green, Neuschwander & Manning, LLC.

Webinar hosted and recording produced by Interactive Brokers. Everyone is welcome; you don’t have to be a client of IB.

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Highlights From Green’s 2020 Trader Tax Guide

December 12, 2019 | By: Robert A. Green, CPA

Green’s 2020 Trader Tax Guide focuses on traders’ unique tax needs and is updated to include the latest tax strategies, pitfalls, tweaks, warnings, and benefits. Whether you self-prepare your tax returns or engage a CPA firm, this guide can help you through the process of optimizing your tax savings. Join author Robert A. Green, CPA, as he explains tax tips featured in the guide.

Webinar hosted and recording produced by Interactive Brokers. Everyone is welcome; you don’t have to be a client of IB.

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totally lost

August 1, 2019 | By: Robert A. Green, CPA

Hi Julie, Much thanks to (Adam Manning CPA), you and the GTT team for doing all that you do! I would be totally lost in re: to taxes without the totally awesome GTT Team.

all your help

June 27, 2019 | By: Robert A. Green, CPA

Hello Star (Johnson CPA), I would like to say thank you for all your help with my taxes. I know it’s a lot and you do a great job.

excellent work and guidance

June 6, 2019 | By: Robert A. Green, CPA

Dear Star (Johnson CPA) and Darren (Neuschwander CPA), Thank you for your excellent work and guidance on my 2018 tax filings. It must be about a decade now that I’ve had the pleasure of being your client. Sincerely,