COMPANY
PROFESSIONALS: ROBERT GREEN

ROLE IN COMPANY

audio interview

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 authors and/or edits most of the content on the GreenTrader site (including guides, books and articles), gives most interviews to the media and hosts our interactive events.

BIO
Robert A. Green is a CPA and founder and CEO of Green & Company Inc.
(GreenTraderTax.com and GreenTraderFunds.com), a publishing company, and Green & Company CPAs, LLC, a virtual tax and accounting firm catering to traders and investment management businesses. He is a leading authority on trader tax. Mr. Green writes the “Business of Trading” section for Active Trader magazine. He is also the author of The Tax Guide for Traders (McGraw-Hill, 2004), Green’s 2010 Trader Tax Guide and the annual GreenTrader tax return example guides. Mr. Green is frequently interviewed and has appeared in the Wall Street Journal, Forbes, Fortune and Barron’s. Mr. Green has also appeared on CNBC, Bloomberg Television and Forbes.com Video Network. He is the main tax speaker at the MoneyShow University, Traders Expo, Forex Trading Expo and other trade shows. Mr. Green is also founder and CEO of the GreenTraderTax Traders Association.

WORK EXPERIENCE AT GREEN & COMPANY
In 1983, Mr. Green left a "big four" accounting firm to establish his own CPA firm, Green & Company CPAs. The first clients of this firm were very successful money managers and brokers in the foreign exchange market (an international marketplace). Green & Company grew through client referrals among "Harvard graduates." Some of the first notable 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 (European royalty were among those clients). From 1983 until the birth of the Internet in 1995, Green & Company had a boutique firm catering to high net-worth entrepreneurs and families.

In 1997, Green & Company led the revolution for online traders in adopting 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 & 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 & 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 & Company formed a television production company. Between 1990 and 1995, this company produced and aired 120 half-hour television programs in the U.S. 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 & Company 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. (Initially, the name of the company was TraderTax.com, but many others tried to copy the business, so “Green” was added 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 now resides in Fairfield County, Conn. with his wife. He also has a second home/office in New York City.

WORK EXPERIENCE PRIOR TO FOUNDING COMPANY IN 1983
Prior to founding Green & Company CPAs in 1983, Mr. Green worked at Ernst & Whinney (now known as 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 mid-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 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 & Company CPAs. To this day, Green & 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

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.

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