Join noted trader tax expert Robert Green, CPA, CEO, GreenTraderTax.com, for this in-depth session where he will delve into practical ways to execute strategies for real tax savings. Business traders will save thousands with this class as they learn the tax advantages of “trader tax status” (TTS).
Trader Tax Status
- Learn the golden rules for eligibility for TTS
Business Expenses & Accounting
- TTS traders deduct business, startup, organization, and home office expenses, whereas investors cannot
- TTS is a pre-requisite for using Section 475 MTM accounting, which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a 20% qualified business income (QBI) deduction
- If you did not elect Section 475 on time, learn to avoid wash sale loss adjustments at year-end
Entities
- Learn how TTS traders use an S-Corp to deduct health insurance premiums and high-deductible retirement plan contributions
- Learn how to use a TTS partnership or S-Corp for a SALT cap workaround and segregate trading vs. investments
*$119.00 per person if purchased by 3/20/2023
$139.00 per person if purchased after 3/20/2023
If you miss the live course, you can always watch it on demand at a later date.
MoneyShow Virtual Expo, March 21-23, 2023.
Presentation Slides
Join Robert A. Green, CPA, from GreenTraderTax.com, for insights and information to help traders file their 2022 federal tax returns timely and accurately in 2023.
- Mr. Green interviews Darren L. Neuschwander, CPA, head of tax compliance services for Green, Neuschwander & Manning, LLC.
- Learn how traders, eligible for trader tax status (TTS), maximize business expenses, make vital tax elections, and utilize pass-through entities for further tax benefits, including health insurance, retirement plans, QBI, EBL, NOL, and SALT deductions.
- Learn all the various tax forms to use for multiple types of financial products, dealing with wash sales, and other accounting methods.
- Learn tips for filing tax extensions and paying taxes on time to avoid penalties.
- Learn common errors on TTS traders’ tax returns, leading to an IRS or state exam.
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.
Presentation Slides
Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April; arrange tax savings before year-end. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying estimated taxes, and trader entity tax-savings strategies.
Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April; arrange tax savings before year-end. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying estimated taxes, Roth IRA conversions, S-Corp payroll with health and retirement benefits, SALT cap workaround strategies for pass-through entities, and other tax-savings strategies. Mr. Green will cover recent tax law changes that affect traders.
Presentation Slides
Join Robert A. Green, CPA of GreenTraderTax.com, as he explains the tax advantages of “trader tax status” (TTS).
- Learn the golden rules for eligibility for TTS.
- TTS traders deduct business, startup, organization, and home office expenses, whereas investors cannot.
- TTS is a pre-requisite for using Section 475 MTM accounting which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a 20% qualified business income (QBI) deduction.
- If you did not elect Section 475 on time, learn to avoid wash sale loss adjustments at year-end.
- Learn how TTS traders use an S-Corp to deduct health insurance premiums and high-deductible retirement plan contributions.
- Learn how to use a TTS partnership or S-Corp for a SALT cap workaround and segregate trading vs. investments.
Presentation Slides
Join Robert A. Green, CPA of GreenTraderTax.com, as he explains the tax advantages of trader tax status (TTS).
- Learn the golden rules for eligibility for TTS for full-time or part-time traders. You can claim TTS for all or part of 2022 and 2021; the IRS does not require an election.
- TTS traders deduct business, startup, organization, and home office expenses, whereas investors cannot.
- TTS traders can elect Section 475 MTM accounting which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a qualified business income (QBI) deduction.
- TTS traders might achieve additional tax benefits using an entity like an LLC taxed as a partnership or S-Corp.
Presentation Slides
Join Robert A. Green, CPA, from GreenTraderTax.com, for insights and information to help traders file their 2021 federal tax returns timely and accurately in 2022.
- Mr. Green interviews Darren L. Neuschwander, CPA, head of tax compliance services for Green, Neuschwander & Manning, LLC.
- Learn how traders, eligible for trader tax status (TTS), maximize business expenses, make vital tax elections, and utilize pass-through entities for further tax benefits, including health insurance, retirement plans, QBI, EBL, NOL, and SALT deductions.
- Learn all the various tax forms to use for multiple types of financial products, dealing with wash sales, and other accounting methods.
- Learn tips for filing tax extensions and paying taxes on time to avoid penalties.
- Learn common errors on TTS traders’ tax returns, leading to an IRS or state exam.
- Learn how new tax legislation impacts 2021 tax filings for 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.
Presentation Slides
Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April; arrange tax savings before year-end. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying Q4 estimated taxes, Roth IRA conversions, S-Corp payroll with health and retirement benefits, SALT cap workaround strategies for pass-through entities, and other tax-savings strategies. If Congress raises the top tax rates for 2022 on ordinary income and long-term capital gains, upper-income taxpayers might want to accelerate income.
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.
Presentation slides
Join Robert Green to learn the golden rules for eligibility for TTS. You can claim TTS for all or part of 2021 and 2020. TTS traders can deduct business, startup, organization, and home office expenses, whereas investors cannot.
TTS traders should consider a Section 475 MTM election for 2022; it’s too late for 2021. Section 475 trades are exempt from wash sale loss adjustments and the capital loss limitation, and they are eligible for the 20% qualified business income (QBI) deduction. QBI excludes capital gains.
Tune in and discover how TTS traders use an S-Corp to deduct health insurance premiums and high-deductible retirement plan contributions. Consider an entity for 2022; it’s getting too late for 2021.
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