COMPANY
PROFESSIONALS: ROBERT GREEN

ROLE IN COMPANY

ROLE AT COMPANY
Title: CEO and Founder
GreenTraderTax.com and GreenTraderFunds.com
GTT Alliance for Traders

As founder and CPA/CEO of all Green companies, Green manages all operations including but not limited to business development, alliances, human resources, billing, client projects and more. Green is the first stop for client relations, as he formulates client strategies. Green formulates, authors and/or edits most of the content on the GreenTrader site (on Web site, guides, books and articles), gives most interviews to the media and hosts our interactive events.

BIO

Robert A. Green is a CPA and founder & CEO of Green & Company CPAs, LLC (GreenTraderTax.com), a virtual tax and accounting firm catering to traders and investment management businesses; Green & Company Inc., a publishing company; and GTT Alliance for Traders, an advocacy alliance for traders. He is a leading authority on trader tax and hedge funds. Mr. Green writes the monthly "Business of Trading" section for Active Trader magazine, and the main trader tax content for SFO magazine. He is also the author of The Tax Guide for Traders (McGraw-Hill 2004) and the annual GreenTrader tax return examples guides. Mr. Green is frequently interviewed and has appeared in the Wall Street Journal, Forbes, Fortune, Barron's, Fidelity Investments and CyberTrader newsletters, and many other media. Mr. Green has also appeared on CNBC, Bloomberg Television, Forbes.com Video Network, and several radio shows. He is the main tax speaker at the International TradersExpo, Forex TradingExpo and other trade shows.

WORK EXPERIENCE AT GREEN AND COMPANY
In 1983, Mr. Green left a career at a Big Four accounting firm to establish his own CPA firm, Green and Company CPAs. The first clients of this firm were very successful money managers and brokers in the foreign exchange market (an international marketplace). Green and Company grew through client referrals among "Harvard graduates." Some of the first important clients were members of one of the most famous Wall Street families. This family made many referrals, and the company only accepted new clients that were referred by other clients. Among the clients was royalty from Europe. From 1983 until 1995, when the Internet was born, Green and Company had a boutique firm catering to high net-worth entrepreneurs and families.

In 1997, Green and Company led the revolution for online traders to adopt the new trader tax laws passed in 1997. Fantastic growth in the use of the Internet required that the company change its business model from a private boutique CPA firm catering to a small, wealthy client base to one that accommodated traders all around the country. Green and Company has grown consistently with full quality control and no supply constraints to meet the needs of our growing ranks of clientele.

Mr. Green has a diversified experience.

In 1987, he expanded the traditional accounting and tax services of Green and Company to offer active business consulting and private investment services. Mr. Green helped the firm's venture-capital clients sell companies in their portfolios. He acted as a partner with certain clients to start and operate new investment and real estate companies. During this period, Mr. Green spent the majority of his time in his accounting practice.

In 1988, he and a group of his clients formed an investment group to acquire, restructure and operate a large industrial company headquartered in France. Mr. Green acted as Chairman and CEO of both the investment group and the French industrial company until 1990. During this period, Mr. Green spent the majority of his time in his accounting practice.

In 1990, Mr. Green and a client of Green and Company formed a television production company. Between 1990 and 1995, this company produced and aired 120 half-hour television programs in the on US and abroad. Mr. Green acted as Chairman and CEO of the company, and his client acted as President, host and producer. During this period, Mr. Green spent the majority of his time in his accounting practice.

Since 1995, Mr. Green has devoted 100 percent of his time and efforts on growing Green and Company, both through client referrals and over the Internet. Beginning in 1995, Mr. Green led the charge to e-commerce taxation.

Mr. Green started GreenTraderTax.com in early 1997 when Congress changed the tax laws to create many new tax benefits for traders. GreenTraderTax.com has been the leader in the trader tax market ever since then. Initially, the name of the company was TraderTax.com, but many others tried to copy our business and pretend they were us. That is why we added “Green” to the name.

Mr. Green has also performed pro-bono services and acted as the Treasurer of the Swedish American Art Foundation.

Mr. Green was born and raised on Long Island, N.Y. He lived and worked in Manhattan on the upper East Side from 1977 until the end of 1999. He currently resides in Fairfield County, Conn., with his wife. He also currently has a second home/office in NYC.

WORK EXPERIENCE PRIOR TO FOUNDING COMPANY IN 1983
Prior to founding Green and Company CPAs in 1983, Mr. Green worked at Ernst & Whinney (now known as Big Four firm Ernst & Young LLP). Mr. Green was a Senior Accountant in Ernst & Whinney's Privately Owned Business Department. He worked on audits and tax matters for investment companies, money managers, real estate companies and manufacturers.

Prior to joining Ernst & Whinney, Mr. Green worked at a middle-sized accounting firm doing audits and tax preparation work.

Mr. Green's first job out of college was at a small "boutique" CPA firm that had very wealthy individuals, including the leading families on Wall Street, as clients. Mr. Green made valuable relationships with some of these clients, a few of which became the first clients of Green and Company CPAs. To this day, Green and Company maintains relationships with wealthy Wall Street professionals as clients and friends. At this firm, Mr. Green worked strictly on tax preparation and consulting for investment professionals, wealthy investors, traders and money managers.

CPA LICENSE & FIRM PERMIT TO PRACTICE PUBLIC ACCOUNTING

Maintains a CPA license with annual CPE (Continuing Professional Education) requirement in CT and NY.

Connecticut Firm Permit to Practice Public Accounting (No. 4204)
Connecticut Certified Public Accountant License for Robert A. Green (No. 10338)
New York State Certified Public Accountant License for Robert A. Green (No. 040809-1)

VIRTUAL ACCOUNTING FIRM - audio interview

(July 26, 1999) — In 1983, Green established his own CPA firm, Green and Company. In 1987, he expanded the traditional accounting and tax services of his firm to offer business consulting and private investment services. In 1997, Green created Green and Company Inc., a virtual company conducting its business entirely over the Internet. In this interview, Green discusses the benefits of operating a virtual accounting firm.