Spotlight

Highlights

Trader Tax Return Checkup.
35%-off promotion on our 2013 guides
20%-off promotion on:
- consultations, entity formations, and TradeLog accounting.
The IRS needs to fix their proposed regulations for the Net Investment Tax (blog, petition)
PFG & MFG tax losses (blogs)
Videos interviews of Robert Green @ Traders Expo NYC on Feb. 19, 2013
Active Trader articles written by Green.
Cost-Basis Reporting Crisis, Media (WSJ, Barron's) & Solutions

Webinars, Videos, Radio, Podcasts & Trade Shows

Attend some of our upcoming Webinars and watch some of the archives. Watch MoneyShow.com videos featuring Green on various trader tax topics.

In The Media

Green writes for Active Trader, Forbes, Benzinga, Fidelity's newsletter and other publications. See recent interviews of Green in Barron's, WSJ, New York Times and other leading media.

IRS Exams & Appeals

The IRS and states are turning up the heat on traders, the rich, offshore and more. The best people to have in your corner are our CPAs and tax attorneys. We just won another big IRS exam on trader tax (testimonial).

Retirement Plans

A married couple filing as business traders can save an additional $10,000 to $17,000 with adjusted gross income (AGI) tax deductions for individual 401(k) retirement plans and family health insurance premiums.

Robert Green CPA/CEO @ Traders Expo NYC Feb. 2013

Services

Tax Compliance

Very few tax professionals in the country specialize in serving business traders. We are the leading firm -- read why you should consider us this tax season. Tax savings start at around $8,000 and only go up! We have the best client testimonials in the business. Retainers. We are accepting new clients after the extension deadline.

Consulting

Do you qualify for trader tax status? Should you elect mark-to-market accounting? Can you benefit from an entity? Our answers usually save our clients thousands of dollars. 20%-off promotion

Trader Tax Return Checkup

We take a quick look over your tax returns and list our comments, questions, errors, corrections and areas for improvement. For just $99, you can sleep better at night.

Trader Entities

Now is an excellent time to form a new entity for 2013. A new entity helps avoid wash sale loss deferrals on your individual return, allows a late year Section 475 MTM election in the entity, improves trader tax status, and unlocks AGI-deductions (retirement and health insurance). Entities can help avoid some of the Obama-era tax hikes on the upper income, too. 20%-off promotion

TradeLog Accounting

With brokers providing confusing and sometimes unreliable Form 1099-Bs for securities, many traders want our CPAs to review their TradeLog data files. We often make vital adjustments, beneficial changes in tax treatment, and corrections to wash sales reported by brokers. It's important to get the IRS Form 8949 right.
20%-off promotion

Products

GreenTraderTax Guides

(35%-off promotion)
Green's 2013 Trader Tax Guide is all new and is our best ever!

2013 GreenTraderTax Guides: 2012 Tax Return Examples for Securities Traders and separate examples guide for commodities, futures and forex/currency traders.

Our Premium Webinar recordings are a great addition to our guides.

TradeLog

If you are a securities trader, we highly recommend our TradeLog® software. 1099-Bs from securities brokers are complex and confusing over the cost-basis reporting rules, and they are still not adequate for tax reporting. Securities traders will struggle with IRS tax form 8949, unless they use TradeLog®.

Green Trader Funds

GreenTraderFunds.com offers investment management clients useful content on development, accounting, taxes, assurance, and compliance. Our CPA firm Green NFH, LLC focuses on providing assurance (audit and other attest services) and tax compliance services to funds, managers and traders.

TradersAdvocacy.org

Please join other traders and sponsors in supporting our efforts to defend the interests of traders. Traders got the short end of the stick with new cost-basis reporting rules, the new Investment Tax, and they don't want to be disenfranchised in pending tax reform changes. Green has been fighting to keep a financial-transaction tax from putting traders out of business. We can't let the EU pass it, as it could spread to London, NYC, Chicago and elsewhere.

See June events

Highlighted Recent Recordings:
*Tax Planning for Net Investment Income
*A Trading Business Entity Is Better Than A Sole Proprietorship
*Trader Tax Benefits & Elections To Make By April 15
* 2013 Trader Tax Law: What You Need to Know NOW
*2012 Tax Extensions & Section 475 MTM Elections
*2012 Trader Tax Preparation Examples & Tips
*Active Forex Traders Benefit From Trader Tax Status
*Tax Benefits from Trading Section 1256 Contracts
*How Traders Deduct Education
*Updates: Trader Tax, Form 8949 vs. 1099-B problems, & Forex
*Taxes for Options Traders
*Best Entities for Traders and Investment Management
*Launching an Incubator Hedge Fund

Trader Tax

Tax Tools

Highlights:

May 5: Petition on RallyCongress.com for the Net Investment Tax Read More

May 1: The IRS needs to fix their proposed regulations for the Net Investment Tax Read More

March 31: PFG investors can deduct theft losses on 2012 tax returns with Rev. Proc. 2009-20 safe harbor relief. That’s great news! Read More

March 20: Extensions & Section 475 MTM elections are due by April 15 Read More

March 7: MF Global & PFG Best deposit losses have nuanced tax treatment Read More

March 5: Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings Read More

Feb. 5: Green’s 2013 Trader Tax Guide is our best ever Read More

Jan. 5: Post fiscal cliff tax planning for traders Read More

Dec. 7: New entities effective Jan. 1, 2013 reap many tax benefits Read More

Dec. 4: Investors in hedge funds depend on “assurance” from quality independent CPA firms Read More

Nov. 20: Cost-Basis Reporting Problems and Solutions Read More

Sept 5: High-income traders and ObamaCare’s 3.8% Medicare tax Read More

Aug 22: Proprietary trading Read More

Jun 20: The Best Entities for Traders and Investment Management Businesses Read More

Jun 20: Tax Benefits from Trading Futures & Other Section 1256 Contracts Read more

GreenTrader blog archive, Forbes blog, Benzinga blog.