Spotlight


Our Trader Tax Center is the best place to learn about tax topics affecting traders. Get more in-depth information in our trader tax guides (July promotion 25%-off).

Blog, Webinars, Videos

Our blog and Webinars are a great place to learn about new tax treatments like on ETF options, spot forex, foreign futures, bitcoin, binary options, lost deposits with failed institutions, and much more. Come meet us at the Traders Expo.

In The Media

Green writes for Active Trader, Forbes, Benzinga, 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.

Retirement Plans

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

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 Tax Status Determination

If you have a lot riding on “trader tax status,” but you’re a “close call” on qualifying for it.


 

Rogert Green, Mindy Bartholomew

Green, Neuschwander and Mannning at Traders Expo NYC

Tax Compliance (Preparation/Planning)

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.

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.

Trader Entities

Q2 is an excellent time to form a trading business entity. Arrange deductions for health insurance premiums and retirement plans. Avoid wash sales with IRAs. Gain flexibility on tax treatment elections. Plus, it looks much better to the IRS for claiming trader-tax-status business expenses.

Accounting

With brokers providing complex Form 1099-Bs for securities for cost-basis reporting with wash sales, many traders want our help. GTT Tracker is excellent for tracking expenses, time and documenting qualification for trader tax status.

 


 
 
 

Products

GreenTraderTax Guides

Green's 2014 Trader Tax Guide is all new and is our best ever! 2014 GreenTraderTax Guides: 2013 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.

 

   



Investment Management

We offer investment management clients useful content on taxes, development, accounting, assurance, and compliance. Our CPA firm Green NFH, LLC focuses on providing tax compliance services to funds, managers and traders. We offer assurance services in conjunction with a leading assurance firm.



 




Highlighted Recent Recordings:

*Accounting for Traders
*The Section 1256 club is hard to get into: Futures on foreign exchanges often donít qualify
*Puerto Ricoís tax haven status
*Entities: A key update on trading entities and management companies
* 2013 Tax Filings For Traders & 2014 Tax Planning
*Forex Tax Treatment & Planning
*Trader Tax Law Update: Current Developments
*2014 Tax Planning & Will an Entity Help Lower Your Tax Bill?
*Audits of Performance Records

Trader Tax Center

Tax Newsletter & Calculators

Highlights (see the full archive):

June 20: Tax treatment for Nadex binary options Read More

June 19: IRS softens its stance for some taxpayers with undeclared offshore accounts Read More

June 12: IRA rollover rule changes Read More

June 6: Bitcoin is not reported on 2013 FBARs Read More

June 5: Tax deadlines in June: U.S. residents abroad and FBAR Read More

June 2: Tax treatment for foreign futures Read More

May 21: Bitcoin tax update: Can business traders apply Section 475 elections to bitcoin trades? Read More

May 13: Puerto Ricoís tax haven status is tailor made for investors, traders and investment managers Read More

May 6: Entities: A key update on trading entities and management companies Read More

Mar 25: IRS guidance on bitcoin transactions will chill its use Read More

Feb. 27: Another trader tax court loss (Assaderaghi) Read More

Feb. 1: Net investment tax details Read More

Dec 4: IRS final regulations for Net Investment Tax help traders. Read More

Dec 3: Bitcoin is a hot commodity, but is it taxed like commodities, assets, or currencies? Read More

Nov 15: Another non-business trader gets busted in tax court trying to cheat the IRS. Read More

Nov 6: Hedge fund investors depend on ďassuranceĒ from quality independent CPA firms. Read More

Oct 29: ObamaCare taxes are starting to affect traders. Read More

August 30: The Tax Court Was Right To Deny Endicott Trader Tax Status Read More

August 18: Common trader tax mistakes Read More

July 24: Learn the DOs and DONíTs of using IRAs and other retirement plans in trading activities and alternative investments Read More


GreenTrader blog archive, Forbes blog, Benzinga blog.

 




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