Featured Webinars
Recordings:
Botched 1099-Bs & Form 8949
Learn How To Use TradeLog to Deal with Cost-Basis Reporting
Forex Traders: 2011 Taxes
Trader Tax Tips & Investment Management
Launching an Incubator Hedge Fund
Spotlight
Highlights
- Cost-Basis Reporting Crisis, Media & Solutions
- Wall Street Journal Blog (5/3/12) "IRS Delays Cost-Basis Reporting for Bonds and Options" (Total Return quotes Neuschwander)
- The IRS agrees with GreenTraderTax on MF Global losses.
- Wall Street Journal (3/30/12) "Last-Minute Tax Tips" (Tax Report)
- Active Trader (3/27/12) "Traders face new tax-reporting requirements and problems with 1099-Bs"
- Barron's (3/24/12) "Tax Filing on Trades: It May Pay to Wait"
- TastyTrade show (Tax Day Mar. 20 archive).
- Wall Street Journal (3/14/12) "Dodging a 'Cost Basis' Crisis"
- New MoneyShow Videos with Green:
Trader Tax Changes New for 2012
A Law That Would Put You Out of Business
Tax Reform and Other Debacles - Green's current two-part tax-season primer in Active Trader magazine is a must read. Also, see "Retirement plans for traders" in the May issue (which hits newsstands in April).
Webinars, Videos, Radio, Podcasts & Trade Shows
Green is teaching the free and paid tax classes at Traders
Expo Dallas (June 6 - 8). 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.
Green Trader Funds
We provide a fully-integrated service at competitive prices using our CPAs on accounting, tax compliance and/or audit/attest services. Our outside attorneys in our network are excellent. Don't leave this important work to people who are not CPAs and attorneys.
Green & Bartholomew @ Traders Expo NYC Feb. 2012
Services
Tax Preparation
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. Savings start at around $8,000 and only go up!Consulting
Do you qualify for trader tax status? Should you elect mark-to-market accounting? Can you benefit from an entity? Is an investment-management business or incubator fund right for you? Our answers usually save our clients thousands of dollars -- it's worth checking out our services.TradeLog Accounting
With brokers providing unreliable Form 1099-Bs, many traders want our
CPAs and accountants to review their TradeLog data files. We often make
vital adjustments, beneficial changes in tax treatment, and corrections
to wash sales botched by brokers. It's important to get the new IRS Form
8949 right.
Trader Entities
Now is an excellent time to form a new entity for 2012. An entity helps
with trader tax status (business-expense deduction) issues and unlocks
the additional tax savings for 2012 AGI-deduction strategies (retirement
plans and health insurance premiums).
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.
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.
Products
GreenTraderTax Guides
Green's 2012 Trader Tax Guide is all new and is our best ever!2012
GreenTraderTax Guides: 2011 Tax Return Examples for Securities Traders
and separate examples guide for commodities, futures and forex/currency
traders.
The Tax Guide for Traders (McGraw Hill). Great reviews!
TradeLog
If you are a securities trader, we highly recommend our TradeLog® software. 1099-Bs from brokers are drastically revised this year reflecting new complex cost-basis reporting rules, but they are still not adequate for tax reporting. Securities traders will struggle with this new IRS tax form 8949, unless they use TradeLog®.
We are very pleased to announce that effective January 2012, Darren
Neuschwander, Nathan
Faircloth and James
Hardy Jr. became Member owners of our CPA firm Green NFH, LLC. Full
Announcement.
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 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.
Green's Entrepreneurs Network
