Trader Tax Center

Complex tax rules significantly impact investors, traders, and investment managers. Learning these rules is the first step to tax savings.

Traders have unique tax topics, tax breaks, and pitfalls. Robert A. Green, CPA, and Darren Neuschwander, CPA, are leading authorities on trader tax recognized by the publishers, media, traders, and industry groups. Mr. Green is the author of the best-selling annual  Green’s Trader Tax Guide and he contributes to blogs on trader tax (read Robert Green’s bio). Mr. Green has written this annual trader tax guide every year since 1997.

We designed our Trader Tax Center to be a “don’t miss” destination for traders.  We provide the precise, trusted answers you seek. Access our Trader Tax Center from the drop-down menu above, or see “Explore Trader Tax Center” on the computer view’s right or on the top of the page of a mobile device. Many of the pages in the Trader Tax Center are excerpts from Green’s Trader Tax Guide.

We also offer lots of additional free and valuable content on our blog posts, events/recordings, and videos including new trader tax topics, tax treatments, updates, tax and regulatory changes, as well as new strategies.

If you can’t find what you are looking for and feel it’s part of our niche, please let us know, and we will consider adding it to our site and blog.

Different Types Of TradersTrader Tax StatusTax Treatment On Financial ProductsTax Forms And ComplianceAccounting SolutionsEntity SolutionsRetirement SolutionsTax PlanningDealing With The IRS And StatesProprietary TradingInvestment ManagementInternational Tax MattersACA Net Investment Income TaxTax Cuts and Jobs ActCARES Act
Green’s 2021 Trader Tax Guide Available Now More on Green’s 2021 Trader Tax Guide Available NowBy: Robert GreenOn: 01/27/21
How To Be Eligible For Substantial Tax Savings As A Trader More on How To Be Eligible For Substantial Tax Savings As A TraderBy: Robert GreenOn: 08/27/20
Jan 19, 2021 - Highlights From Green’s 2021 Trader Tax Guide More on Highlights From Green’s 2021 Trader Tax Guide
Jan 23, 2020 - Highlights From Green’s 2020 Trader Tax Guide More on Highlights From Green’s 2020 Trader Tax Guide
Testimonials
Dear tax accountants, Trader Tax Status Webinar Comment. The most valuable and informative fact for me was the "Trader Tax Treatment" for machine entered automatic trades such as EA's. .............. This fact alone was worth its weight in gold ! " To be forewarned is to be forearmed ! "