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EDUCATION CENTER
WEBINARS
Our Webinars are one of the best ways to consume our proprietary content.
Read this excellent testimonial.
While many of our Webinar sessions are free to attend, our recordings
are available through premium membership
or single license below. Please
join our confidential opt-in email
list to receive invitations to our Webinars. Many leading trading
schools and brokerage firms ask us to present our content to their clients.
If you are interested, please contact
us.
Next Scheduled Webinars:
- Tuesday, June 25 @ 7:30 pm Eastern (4:30 pm Pacific)
Tax Planning for Net Investment Income and
other smart tax planning moves for 2013
Hosted by TraderInterviews.com
Presented by Robert A. Green, CPA
Click
here to learn more and register.
Click
here for content on Net Investment Income and Tax
Most
Recent Webinar Recordings:
Watch our below listed Webinar recordings on-demand, anytime. Some
recent recordings are free and we strongly recommend that you
view them.
| 2013 GreenTraderTax Webinar
Recordings - Premium Membership
Premium membership includes all of the below recordings.
This item comes with a download pdf with your user name and
password to access our premium 2013 Webinar recordings login
section. Access is until January 31, 2014.
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Price: $49.95
Or, as part of our
Platinum Package with
all our trader tax guides |
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| Single Webinar Recording
License Fee
Purchase a single Webinar recording license fee and
reply to the confirmation email receipt telling us which recording
you want (title and date). We will email you the recording
url with access through Jan.31, 2014. For multiple recordings,
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Price: $9.95

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Action Trading and Trading Tax LIVE Event
RealTradersWebinar May 9th Live Event, 12-5pm EST
Robert A. Green, CPA is the first presenter for 45 minutes, starting at
12pm ET
Smart tax planning moves for 2013, entities, and the new Medicare
tax on uneared income
Click
here for the recording. Green is the first speaker.
Thu,
May 2, 2013 1:00 PM - 2:15 PM EDT
A Trading Business Entity Is Better Than A Sole Proprietorship
Hosted by GreenTraderTax and Presented by Robert A. Green, CPA
Click
here to download or stream (118 MB, approx time 1:20) the recording
in our Amazon Cloud.
You might need GoToMeeting.com/codec
plug-in for PC users (see note).
April
10, Wed. 01:00 - 02:00 pm ET
Questions & Answers Before April 15th
Answers from Robert A. Green, CPA
Click
here to download or stream (107 MB, approx time 1:00) the recording
in our Amazon Cloud.
You might need GoToMeeting.com/codec
plug-in for PC users (see note).
Last Webinar before April 15
April 4, Thurs. 11:00 am - 12:00 pm Central Time
Trader Tax Benefits & Elections To Make By April 15
Promoted by Panelist Dan Sheridan of SheridanMentoring.com
Presented by: Robert A. Green, CPA
Click
here to download or stream (132 MB, approx time 1:09) the recording
in our Amazon Cloud.
You might need GoToMeeting.com/codec
plug-in for PC users (see note).
It's a good one!
April 2, Tues. 1:00 pm - 1:45 pm EDT
2013 Trader Tax Law: What You Need to Know NOW
Hosted & Promoted by MoneyShow.com
Presented by: Robert A. Green, CPA
Click
here to watch the recording at eMoneyShow.
March
20 -- 2012 Tax Extensions & Section 475 MTM Elections
Hosted & Promoted by MoneyShow.com
Presented by: Robert A. Green, CPA
March
13 -- 2012 Trader Tax Preparation Examples & Tips
Promoted by DayTradingUniversity.com
Presented by: Robert A. Green, CPA & Darren Neuschwander, CPA
We’re very happy with how this Webinar turned out. Before
you turn to a local tax preparer or self-prepare and file your 2012 tax
returns, we strongly advise watching this Webinar recording.
- Trader tax return examples: For the first time ever,
we show tax return examples from 2013 GTT Guide: 2012 Tax Return
Examples for Securities Traders (Individual and Entities). We show
how to prepare a 2012 LLC partnership tax return for a trading business
and compare it to a 2012 sole proprietorship trader tax return. We point
out many areas requiring special attention, common mistakes made by
local accountants, tips, pitfalls and more.
- Form 8949, broker-issued 1099Bs, and wash sales:
We explain important updates to our content on wash-sale reporting by
brokers and cover recent additions to our March 4 blog Caution,
downloading securities Form 1099-Bs into TurboTax often leads to incorrect
tax filings.
- TradeLog accounting: We explain various types of
manual adjustments that you should make to TradeLog
files, which otherwise automates accounting by downloading brokerage
firm debits and credits. We discuss the options traders have at tax
time on trade accounting solutions and how to find the best solution
for you.
- Extensions: We go over the best tax-filing strategies
at this late date, with the tax extension deadline right around the
corner. We explain how to file a valid extension in good faith, file
key tax elections on time and avoid problems later on like late-filing
and late-payment penalties, which can be very high.
March
12 -- Trader tax law update: Current developments, tax preparation tips,
business treatment, key tax elections, entities and retirement plans
Sponsored & Hosted by TradersLog.com
Presented by: Robert A. Green, CPA
Mar. 5, Tuesday, 1:00 - 2:00 pm ET
Active Forex Traders Benefit From Trader Tax Status & Entities
Sponsored by FXCM
Presented by: Robert A. Green, CPA
Feb. 27, Wed, 1:00 - 2:00 pm ET
Forex Tax Treatment and CFTC Forex Trading Rules for Americans
Presented by: Robert A. Green, CPA. Sponsored by FXCM.
Over 400 attendees made very positive comments about this Webinar. This
Webinar is a must watch recording for all forex traders in 2012
and 2013. Mr. Green showed Green's
2013 Trader Tax Guide whereever forex is mentioned. Sales of
our Platinum
Package which includes this guide and all webinar recordings broke
our single day record. We guarantee this Webinar will save you lots of
money and or prevent you from pitfalls.
Feb. 14, Thursday, 4:00 - 5:00 pm ET
Tax Benefits from Trading Section 1256 Contracts & Trader Tax Status
Reporting Tips
Hosted by Rockwell
Trading
Presented by: Robert A. Green, CPA
Robert showcases Green's
2013 Trader Tax Guide, covering content in the Executive
Summary
Feb.
12, Tuesday, 4:30 - 5:30 pm ET
How Traders Deduct Education & The Best Entities For Traders
Closing Bell at Cyber
Trading University (CTU)
Presented By: Robert A. Green
Kick-Off
To Tax Season Part I: Highlights From Green's 2013 Trader Tax Guide
Date: Thursday, February 7, 2013, Time: 4:05 PM - 5:30 PM EST
Hosts: CPAs Robert A. Green and Darren L. Neuschwander of GreenTraderTax
and Green NFH, LLC
Read our related blog article: Green’s
2013 Trader Tax Guide is our best ever
Wed.
Jan 16, 2013, 5:15 to 6:00 pm ET
Post fiscal cliff tax planning for traders and key trader tax
issues to consider for 2012 tax compliance
Presenter: Robert A. Green, CPA
Wednesday,
January 9, 2013, 4:00 PM - 5:30 PM EST
Post fiscal cliff tax planning for traders and key trader tax
issues to consider for 2012 tax preparation
Hosts: CPAs Robert A. Green and Darren L. Neuschwander of GreenTraderTax
and Green NFH, LLC
Read our related blog article: Post
fiscal cliff tax planning for traders.
- Part I (start to 0:52:00) - Post fiscal cliff tax
planning for traders
- Part II (0:52:00 to end). Key trader tax issues to consider for 2012
tax preparation. Including,
- Issuing 1099-Misc. to vendors.
- A general ledger is best for your entire accounting. Like QuickBooks
(QB). Excel worksheets may leave out many expenses. QB tips to lower
our preparation fees.
- Tax information statements and 1099-Bs problems expected again
this year.
- Use TradeLog
software for trade accounting on securities. TradeLog updates and
developments.
- Update on cost-basis
reporting problems for securities on 1099Bs and IRS form 8949.
Mutual fund cost-basis is included for 2012. Will taxpayers be audited
for 2011 tax returns on this?
- Trader
tax status issues
- Trader
entity tax compliance issues
- Use our e-organizer to get all available deductions, credits
and tax breaks.
- Review of how we work with clients and our deadlines.
- January 15, 2013 Q4 estimated taxes for 2012.
- Q&A
Wed.
Dec. 18, 2012, 12:00 PM - 1:00 PM EDT
Close out 2012 with smart year-end tax planning, and start 2013
with a new entity
Presenter: Robert A. Green, CPA
Read our related blog article: Form
a new trading entity for Jan. 1, 2013 and reap many tax benefits
Thursday,
Dec. 13, 2012, 1:00 PM - 2:15 PM EDT
Year-End Tax Planning For Traders & Non-Traders,
Investment Management Update, and Q&A
Host: Robert A. Green. Other Panelists: Darren L. Neuschwander of Green
NFH, LLC and attorney Brent S. Gillett of Investment Law Group.
Click here for invitation with
description of this Webinar.
Thursday,
Dec. 6, 2012, 1:00 PM - 2:15 PM EDT
Close out 2012 with smart year-end tax planning, and start 2013
with a new entity
Hosts Robert A. Green, CPA & Darren L. Neuschwander, CPA
Click
here for invitation with description of this Webinar.
Read our related blog article: Form
a new trading entity for Jan. 1, 2013 and reap many tax benefits
- Testimonial. From: Sxx Eyyy [mailto:sxEx@aol.com]
Sent: Thursday, December 06, 2012 5:17 PM
Subject: Today's Webinar; Mr. Green / Mr. Neuschwander-
Thanks very much for the very informative webinar today as you covered
quite a variety of material for end-of-year tax planning, FTT, etc.
I appreciate your presentation and now have many more questions that
were prompted by the discussion. I will sign up tonight to get on Mr.
Green's calendar as I would like to set up an entity to begin 2013.
Having just said that, I will write down as many of my questions that
I can think of as well. Again thanks for your webinar and I will be
online tonight to also sign the petition against the FTT and sned a
letter to my Congressman. Sincerely,
Sxxx Eyyy
Thursday,
Sept. 27, 2012, 1:00 PM - 2:15 PM EDT
Last Chance to Form an Entity for Meaningful Tax Benefits in 2012
Host Robert A. Green, CPA
Click
here for our blog article in support of this Webinar
Comment: No power point slides, but lots of Q&A and its very
informative. You can just listen without watching if you like. We just
show the blog above and walk through it. For power point slides on entities,
watch our Best Entities Webinar below from June 21, 2012. Also, read the
entities section of Green's
2012 Trader Tax Guide and see our entity
services page.
Testimonial: From: sh@xxx.com, Sent: Thursday, September 27,
2012 2:35 PM, To: 'Robert A. Green, CPA, CEO', Subject: tax entity, Hello
Robert, Very insightful webinar today! If I form a GP entity through you,
is xxxxx? Thanks, Sxxx Hyyyy
Thursday, August 16, 2012, 1:15 PM - 2:30 PM EDT
Updates: Trader Tax, Form 8949 vs. 1099-B problems, Forex &
Investment Management
Host Robert A. Green, CPA and brief update on investment management from
Brent Gillett, Attorney (at 52 minutes into the session).
Click here for the
full description and to register.
Special Webinar Notes: Green showed and discussed our new "Tax
Return Footnote: 2011 Form 8949 and Cost-Basis Reporting Rules" which
we just published in our "2012
GTT Guide: 2011 Tax Return Examples for Securities Traders (Individual
and Entities)." TradeLog users need this footnote with Form 8949.
See a wonderful new testimonial
about TradeLog and our advice here. Green also discussed a similar issue
about 1099 confusion for forex forwards on our blog today "Why
do forex forward dealers issue 1099s, yet retail spot forex brokers do
not?"
Testimonial: From: jxxx.cxpyyyy@gmail.com, Sent: Friday,
August 17, 2012 5:06 PM
Subject: 8/16/12 Webinair - Form 8949 vs. 1099-B. Thank you for an excellent
program. My second webinair with your firm. I think that Robert Green
is an excellent instructor, keeps it interesting and entertaining, and
that says a lot for this material! Jxxx Pyyyyy
Wed., Jul 18, 2012, 3:30 PM - 4:30 PM CDT
Taxes for Options Traders
For MarketTaker.com
users and others were invited, too.
Dan Passarelli of MarketTaker.com joined Robert Green for some discussion.
Darren Neuschwander, CPA, Co-Managing Member of Green NFH, LLC joined
as a panelist, too.
Description: This Webinar covers all types of options. Equity options
are securities, index and futures options are Section 1256 contracts,
and ETF options can qualify for lower tax rates in Section 1256, too.
If you trade options, don't miss this class.
Click
here for a good article from Smart Money on tax treatment for options.
Tues., Jul 17, 2012, 4:15 PM - 5:30 PM EDT
Cost-Basis Reporting Update: How To File Form 8949 With 1099-B
Differences
Click
here for our blog update on this subject. It includes the Webinar
FAQs, including the answers.
Description: If you file a Form 8949 reporting securities trades, or prepare
one for a tax client, you should not proceed without watching this Webinar.
Learn about the problems with IRS cost-basis reporting rules, differences
and errors on 1099-Bs, and huge problems with wash sale reporting. Otherwise,
proceed at your own risk.
Thurs,
June 28, 2012, Time: 8:00 PM - 9:30 PM EDT
Tax Benefits from Trading Futures & Section 1256 Contracts
Description: Section 1256 contracts have lower 60/40
tax rates, with the 60% being a long-term capital gain even on day trades.
Get 12% off your tax rates, and carry back 1256 contract losses against
1256 contract gains in the prior 3 years. Accounting and reporting for
Section 1256 contracts is a snap. The problem is that many taxpayers and
accountants overlook opportunities to use this tax-advantaged code section
and that costs them real money.
Thursday,
June 21, 2012, Time: 4:15 PM - 5:30 PM EDT
The Best Entities for Traders and Investment Management Businesses
Description: Traders should form entities to claim trader tax status (business
breaks) with less IRS scrutiny, to unlock AGI-deductions (retirement plans
and health insurance premiums), to elect Section 475 MTM (tax loss insurance)
after April 15th, and to avoid the problematic Form 8949. Investment managers
need entities for liability protection. Now, is an ideal time for traders
to form a simple entity and the cost is between $500 and $1,000.
Comments: We use a good power point presentation for
this entire Webinar.
In the first 52 minutes, Robert Green CPA covers the best entities for
traders.
At 52 minutes into the Webinar, Brent Gillett JD joins to co-present the
rest of the Webinar on the best entities for investment management businesses.
Wed,
Jun 13, 2012 1:30 PM - 3:00 PM EDT
FBAR deadline is June 29th: FBAR covered in-depth (Feldman JD).
Plus, short updates on Cost-Basis Reporting Crisis & Bush-era Tax
Cuts (Green CPA)
Hot Topics and Recent Changes for Investment Management
(Gillett JD)
Click here for
recent FBAR blog and Webinar invitation showing full description.
Comments:
- For the first 18-minutes, Robert Green gives an overview of the topics
to be covered.
- Then our Mark
Feldman JD covers FBAR
in-depth with an excellent power point presentation, giving many excellent
tips on staying out of IRS trouble. This is a highly-nuanced area of
tax law with many huge pitfalls. Click
here for a consultation with Mr. Feldman with attorney-client privilege.
- At 1:06, Brent Gillett, JD gives updates on investment management,
including some exciting news in the JOBS Act which may give hedge fund
managers the ability to advertise, although it's not clear yet, so stay
tuned.
- Brent gave an update on Dodd Frank Fin Reg changes for RIAs with the
SEC and states. There is confusion on private-fund adviser exemptions,
especially when they also have managed accounts.
- Brent discusses PAMM accounts and how some federal and state regulators
may view some types of PAMM structures as simulated investment pools,
which would require registration as pools. At 1:24, We touch on automated
trading systems and if they can avail themselves of the publisher's
exemption to avoid CTA or RIA registrations - it's not clear.
- After 1:30, we finish up with questions and some more on FBAR.
- Green spoke briefly on the promised topics of Bush-era tax cuts and
cost-basis reporting crisis. As mentioned, see Green's June 6, 2012
MoneyShow videos
from Traders Expo Dallas on these exact topics.
Tue, Apr 3, 2012 12:00 PM - 1:00 PM EDT
Talking Trader Taxes with Robert Green, CPA
In addition to the stated description, we will also address extensions
and MTM elections due April 17, 2012. Including our content from our blog
"Extensions:
Some traders may qualify for IRS penalty relief."
Wednesday,
March 28, 2012, 1:00 - 2:15 pm EST
Botched 1099-Bs, Form 8949 Differences, Tax Prep Tips, Extensions
& MTM Elections
Panelists: CPAs Robert Green, Darren Neuschwander of Green NFH, LLC
Click here for the invitation with
Webinar description.
Comment: This is a must view Webinar for all securities
traders, brokers and tax preparers. We hope the media and IRS watch it,
too. See the smoking gun on botched 1099-Bs, broker-provided realized
capital gain and loss reports, and problem Form 8949s. After seeing this
Webinar, you will be convinced that you must file an extension and get
more relief from brokers and the IRS. Please sign our Petition
and share this Webinar and Petition with your broker and other traders.
Also, watch the related Webinar done for TradeLog on March 27, below.
Tuesday,
March 27, 2012, 1:00 - 2:00 pm EST
Tax Strategies and Solutions - Featuring CPAs Robert Green and Darren
Neuschwander of GreenTraderTax!
Tuesday, March 20, 2012, 1:00 - 2:15 pm EST
Learn How To Use TradeLog to Deal with Cost-Basis Reporting Problems
on 2011 Tax Returns
Panelists: CPAs Robert Green, Darren Neuschwander of Green NFH, LLC, and
Jason Derbyshire of TradeLog
Click
here for the email invitation with description.
Thursday, March 8, 2012, 4:15 PM - 5:30 PM EST
What's New For Forex Traders On 2011 Tax Returns
Presenter & Host: CPAs Robert A. Green and Darren Neuschwander
Wednesday, March 7, 2012, 4:30PM EST
Trader Tax Law: Business Treatment, Elections, Entities, and Retirement
Plans
What's New For Securities Traders On 2011 Tax Returns - Form 8949
Presenter: Robert A. Green, CPA
Thursday,
Feb. 23, 2012 | 01:30 - 3:00 pm ET
Forex Tax Treatment and CFTC Forex Trading Rules for Americans
Hosts: CPA Robert A. Green and Attorneys Mark Feldman and Brent Gillett
Click
here for the email invitation with description.
Prior Webinars by Category:
Trader Tax Benefits. Click here
for several different Webinars and Series.
Cost-Basis Reporting. Click here.
Forex Tax & Regulations. Click
here.
Foreign Bank Accounts and Offshore Income. Click
here.
Investment Management Business. Click
here for a few and we have an exciting new series starting soon.
Trader
Tax Benefits
Wednesday, March 7, 2012, 4:30PM EST
Trader Tax Law: Business Treatment, Elections, Entities, and Retirement
Plans
What's New For Securities Traders On 2011 Tax Returns - Form 8949
Presenter: Robert A. Green, CPA
Sponsor and Host: Lightspeed Trading.
Click
here to learn more and download the Webinar.
Wednesday, Feb. 29, 2012 | 12:00 - 1:00 pm ET
Entities and Retirement Plans For Traders
Presenter: CPA Robert A. Green.
TradersLog.com hosted this Webinar. Sorry, they had some production
glitches, so no recording. We are scheduling this Webinar again soon.
Description:
• Why business traders should consider an entity;
• The best types of entities for traders, and it varies by marital
status and state;
• How to form and operate a trading entity;
• Why business traders should contribute to retirement plans;
• The best types of retirement plans for traders;
• When it’s a good idea to consider a Roth IRA conversion;
• Borrowing money from a qualified retirement plan to fund your
trading business;
• Avoiding early withdrawals, penalties, prohibited transactions
and UBIT in retirement plans;
• How to limit and avoid self-employment (SE) taxes;
• When to pay yourself fees or salaries in an entity;
• How to handle startup costs, business expenses and UPE including
home-office deductions;
• How retail trading entities compare with proprietary trading firms.
Thursday,
Feb. 16, 2012 | 04:15 - 5:30 pm ET
Trader Tax Law Update: Business Treatment, Elections, Entities,
and Retirement Plans
Host: CPAs Robert A. Green. FXCM invited their users.
Click
here for our recording (audio and video 88MB wmv file).
You probably don't need our GoToMeeting.com/codec
plug-in, and it should work for Mac and iPad users, too.
Click
here for the email invitation with description.
Thursday,
Feb. 9, 2012 | 01:00 - 2:30 pm ET
Trader Tax Tips & Investment Management Update
Hosts: CPAs Robert A. Green and Darren L. Neuschwander of Green NFH, LLC
(CPA firm for GreenTraderTax.com) and attorney Brent Gillett of Investment
Law Group
Attendees said "its our best Webinar lately."
Click
here for our recording (audio and video 215MB wmv file). Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description.
Thursday, Feb. 2, 2012 | 04:30 - 05:45 pm ET
2011 Tax Returns: What's New For Traders To Deal With This Tax
Season?
Hosts: Robert Green, CPA and New Partner Darren Neuschwander, CPA
Details: Extensive coverage of new tax form 8949, for
the new cost-basis reporting rules from the IRS, which are phased-in beginning
in 2011. There are many tax problems and challenges ahead for
this tax season with Form 8949. Securities traders should not proceed
without this recording and related
blog. We covered a little about Form 8938 and foreign compliance,
too.
Click
here for our recording (audio and video). While the audio starts
immediately, the video starts around 2:15 into the Webinar. Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation.
Thursday, Dec. 15, 2011 | 04:30 - 05:45 pm ET
Year-End Planning, Trader Tax, FTT, Tax Changes & Investment
Management
Click
here for our recording (audio and video). Our recording requires
the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
The
Traders Expo - Las Vegas
Thursday, November 17, 2011 | 8:00 am – 9:00 am
TRADER TAX LAW UPDATE: BUSINESS TREATMENT, ELECTIONS, ENTITIES, AND RETIREMENT
PLANS
Click
here to watch the Webcast video of this live presentation.
For a power-point presentation of this same course material, see the TradersLog
Webinar next.
TradersLog.com
webinar presented by Robert Green
Wednesday, December 7, 2011 12:00 PM - 1:00 PM EST
Trader Tax Law Update: Business Treatment, Elections, Entities,
Retirement Plans, Year-End Tax Planning & Current Developments.
Click
here for YouTube recording, or
Click
here for our recording (audio and video of power point and more).
Our recording may require GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
YouTube is better.
DTI
Interivew with Robert Green
Thursday, December 8, 2011 07:00 PM - 08:00 PM CT (or 8-9 ET)
Questions Traders are Afraid to Ask About Their Taxes
We hope to have an archive soon. It may rerun in DTI's room.
Sept.
8, Thursday @ 4:15pm ET
Trader Tax Benefits & Investment Management Business (Q&A)
Click
here for our free recording (audio and video of power point and more).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description and new content.
We have lots of excellent Q&A on this Webinar and show you around
our Websites.

Kick Off to Tax Season Webinar, a four-part series.
Part I - Trader Tax Benefits, Business vs. Investment
Expenses & Tax Treatment
Part II - Qualifying for Trader Tax Status, Section 475
MTM and NOLs
Part III - Trader Tax
Returns & Accounting
Part IV - Entities, Retirement Plans & More
**Completed Feb. 10, 2011.
See details below.
This six-hour Webinar has almost everything you need on trader tax this
tax season. We highly recommend this recording set.
Click
here to get downloads.
The
Traders Expo - Las Vegas 2011
Robert A. Green CPA is presented both of the Traders Expo's tax
sessions; the free Educational Workshop (1 hour) and the more in-depth
paid session (4 hours). Click
here to learn more.
Free Educational Presentation. Thursday, November 17, 2011 | 8:00 am –
9:00 am
TRADER TAX LAW UPDATE: BUSINESS TREATMENT, ELECTIONS, ENTITIES, AND RETIREMENT
PLANS
Click
here to watch the Webcast video of this live presentation.
TradersLog.com
webinar presented by Robert Green
Wednesday, December 7, 2011 12:00 PM - 1:00 PM EST
Trader Tax Law Update: Business Treatment, Elections, Entities,
Retirement Plans & Year-End Tax Planning.
Click
here for our free recording (audio and video of power point and more).
May require GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Financial-Transaction
Tax, Tax Breaks Under Threat, Inv. Mgmt, and Tax Changes
Aug. 25 @ 4:15pm ET
Click
here for our free recording (audio and video of power point and more).
If trouble, requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description and new content.
Trader
Tax Returns, Entities & Retirement Plans
Thurs, June 9, 2011 @ 1:30 PM Central Time
DTI Trading Inc. hosted this event and our users are invited too.
Click
here for our free recording (audio and video of power point and more).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Trader
Tax & Investment Management Update
Thurs., June 2, 2011 @ 4:00 - 5:30 PM EDT
Click
here for our free recording (.wmv format).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Mac and other users click
here for our free audio recording in mp3 format.
Trader
Tax Benefits, Qualifying, Business Expenses & Tax Treatment
Tue, Apr 5, 2011 @ 3:30 PM Central Time
DTI Trading Inc. is hosted this event and our users are invited too.

Trader Tax Returns, Entities & Retirement Plans
Thu, Mar 31, 2011 4:30 PM - 5:45 PM EDT
Click
here for our free recording.
Lightspeed Trading invited its users to this event too.

Trader Tax Benefits, Qualifying, Business Expenses & Tax Treatment
Tue, Mar 29, 2011 4:30 PM - 5:45 PM EDT
Click
here for our free recording.
Lightspeed Trading invited its users to this event too.

Trader Tax Returns, Entities & Retirement Plans
Date: Thursday, March 24, 2011
Click
here for our free recording.
FXCM invited its users to this event too.

Trader Tax Benefits, Qualifying, Business Expenses & Tax Treatment
Date: Tuesday, March 15, 2011
Click
here for our free recording.
FXCM invited its users to this event too.

Trader Tax & Investment Management General Webinar focused on Q&A
Feb. 24, 2011.
Click
here to learn more and for our free recording.
Includes: recent developments on federal and state
attempts to attack trader tax status with hobby-loss rules, and how
we are winning
cases applying the "continuous business activity" argument;
an in depth look at the taxation of ETFs and options on ETFs;
tax preparation Q&A, valuable tips and more.
Cost-Basis
Reporting, Form 8949 and Botched 1099-Bs
Tuesday, March 20, 2012, 1:00 - 2:15 pm EST
Learn How To Use TradeLog to Deal with Cost-Basis Reporting Problems
on 2011 Tax Returns
Panelists: Robert Green, Darren Neuschwander of GreenTraderTax and Jason
Derbyshire of TradeLog
Click
here to download or stream (134 MB Windows Media Player wmv file).
Click
here for the invitation with Webinar description.
Click
here to read our blog series on cost-basis reporting that relates
to this Webinar
Comment: This is a must view Webinar for all securities
traders. Don't struggle with Form 8949 reconciliations without seeing
this Webinar, first.
Thursday, Feb. 2, 2012 | 04:30 - 05:45 pm ET
2011 Tax Returns: What's New For Traders To Deal With This Tax
Season?
Hosts: Robert Green, CPA and New Partner Darren Neuschwander, CPA
Details: Extensive coverage of new tax form 8949, for
the new cost-basis reporting rules from the IRS, which are phased-in beginning
in 2011. There are many tax problems and challenges ahead for
this tax season with Form 8949. Securities traders should not proceed
without this recording and related
blog. We covered a little about Form 8938 and foreign compliance,
too.
Click
here for our recording (audio and video). While the audio starts
immediately, the video starts around 2:15 into the Webinar. Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation.
Forex Tax &
Regulations
Thursday,
March 8, 2012, 4:15 PM - 5:30 PM EST
What's New For Forex Traders On 2011 Tax Returns
Presenter & Host: CPAs Robert A. Green and Darren Neuschwander
Sponsor: FXCM
Click
here to download (119 MB Windows Media Player wmv file). Video starts
after 41 seconds.
See example 2011 tax returns for forex traders, and learn how to benefit
from all the forex tax rules. Buy these examples in our Futures
& Forex Examples Guide.
The recording will be for Premium Membership only, after March 15th.

Forex Tax Treatment and CFTC Forex Trading Rules for Americans
Thursday, Feb. 23, 2012 | 01:30 - 3:00 pm ET
Hosts: CPA Robert A. Green and Attorneys Mark Feldman and Brent Gillett
FXCM invited their users
Click
here for our recording (audio and video 175MB wmv file). Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description.

Forex tax & regulation update
Date: Thursday, March 10, 2011
Click
here to learn more and for our free recording.
FXCM invited its users to this event too.
For background information, please see our blog's Forex
Tax & Regulation section.

Forex tax treatment
Date: Tuesday, March 1, 2011
Click
here to learn more and for our free recording.
FXCM invited its users to this event too.
Foreign Bank Accounts
and Offshore Income

The end of this Webinar covers FBAR and the new form 8938 for reporting
foreign assets. This Webinar relates to offshore forex accounts.
Thursday, Feb. 23, 2012 | 01:30 - 3:00 pm ET
Forex Tax Treatment and CFTC Forex Trading Rules for Americans
Hosts: CPA Robert A. Green and Attorneys Mark Feldman and Brent Gillett
FXCM invited their users
Click
here for our recording (audio and video 175MB wmv file). Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description.

Foreign Bank Account & Income Reporting (FBAR)
Thursday, June 30, 2011 1:00 PM - 2:00 PM EDT
Click
here for our free recording (audio and video of power point and more).
Co-hosts Robert A. Green, CPA and Mark
Feldman, JD
Contact Mr. Feldman at mfeldman@greencompany.com
Foreign Bank Account Reporting (FBAR). Click
here for blogs.
Threats & Opportunities
for Traders and Investment Managers
Oct.
27, Thursday @ 4:15pm
Traders Advocacy and Green's Entrepreneur Network
Click
here for recording published on Traders Advocacy site.
Are
traders under tax attack on futures rates, hobby loss rules,
trader tax status and FTT?
Thu, Jul 14, 2011 1:00 PM - 2:30 PM EDT
Click
here for our free recording (audio and video).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Mac and other users click
here for our free audio recording in mp3 format.
Click here
for description and to share with others.
Click
here for our July 12th blog article "Are lower 60/40 tax rates
on futures in jeopardy?"
Investment
Management Business

Thursday, Feb. 9, 2012 | 01:00 - 2:30 pm ET
Trader Tax Tips & Investment Management Update
The later part is on Investment Management
Hosts: CPAs Robert A. Green and Darren L. Neuschwander of Green NFH, LLC
(CPA firm for GreenTraderTax.com) and attorney Brent Gillett of Investment
Law Group
Attendees said "its our best Webinar lately."
Click
here for our recording (audio and video 215MB wmv file). Our recording
requires the GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description.

Launching an Incubator Hedge Fund: An Overview of the Process and Structure
Sept. 15, Thursday @ 4:15pm ET
Presented by Brent Gillett, JD of Investment Law Group.
Click
here for our free recording (audio and video of power point and more).
May require GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Click
here for the email invitation with description and new content.
We have lots of excellent Q&A on this Webinar.
I
nvestment-management business set up
Feb. 15, 2011. Click
here for details and the free recording.
This Webinar shows you how to set up an investment management business.

Investment Management & Incubator Funds;
CFTC Forex Rules & Foreign Brokers and Banks;
IRS Foreign Bank Accounts & Offshore Income;
Financial-Transaction Tax Threat
Thu, Jul 7, 2011 1:00 PM - 2:30 PM EDT
Click
here for our free recording (audio and video).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Mac and other users click
here for our free audio recording in mp3 format.
Click
here for Webinar bulk email showing a full description.

Trader Tax & Investment Management Update
Thurs., June 2, 2011 @ 4:00 - 5:30 PM EDT
Click
here for our free recording (.wmv format).
Requires GoToMeeting.com/codec
plug-in beforehand for PC users (see note).
Mac and other users click
here for our free audio recording in mp3 format.

Trader Tax & Investment Management General Webinar focused on Q&A
Feb. 24, 2011.
Click
here to learn more and for our free recording.
Includes: recent developments on federal and state
attempts to attack trader tax status with hobby-loss rules, and how
we are winning
cases applying the "continuous business activity" argument;
an in depth look at the taxation of ETFs and options on ETFs;
tax preparation Q&A, valuable tips and more.
Technical note about recordings
Most recordings are available to PC, Mac and other users in fully converted
Windows Media Player format. Occasionally, we experience a conversion
glitch, which means the file will only work if you download/install the
GoToMeeting
codec plug-in beforehand. This will work for PC users only, so in
these cases, we also offer an mp3 audio file for Mac users.
Testimonial
On Our Webinars
-----Original Message-----
From: Markus Heitkoetter [mailto:markus.heitkoetter@rockwelltrading.com]
Sent: Tuesday, March 05, 2013 7:27 PM
To: Robert Green
Cc: pbxxxxx@yahoo.com
Subject: RE: THANKS FOR THE GREAT CONTENT/Robert Green
Hi Robert, Here's some great feedback for you. Thought you'd like to
read it :-) Talk soon, Markus
---- Original Message ------
From: Pxxx Byyyy
Marcus,
While I do not day-trade (I prefer swing trading and position trading
on stocks), I want to thank you for the great content and webinars that
you host. In particular, I thought that Robert Green did an excellent
job going through the tax issues that traders encounter including 1256,
mark to mark and other provisions. Robert did an excellent job summarizing
the key provisions and explaining them in a concise and understandable
manner. Unlike other "so called" experts" who hype "trader
tax status" and other provisions to lower taxes, Robert realistically
conveys both the risks and benefits in a balanced and professional manner.
In listening to the seminar, Robert's passions and enthusiasm for the
topic was consistent throughout the whole seminar. Lastly, his advocacy
for fair and favorable provisions for investors and traders allows him
to be well informed about potential legislation/regulation and hopefully
to have a positive impact on the process.
I would add that I have a Master's in Taxation from Pace University.
I had the benefit of taking classes in the tax treatment of partnerships,
corporations and financial instruments. More important, I wrote my thesis
on the traders’ tax cases that have come out. In doing my research,
I found that Robert Green's books and blog were very informative. I would
highly recommend that traders listening to the call to purchase his materials
and review the blog. While I cannot personally attest to the quality of
Robert's consultations and preparation f tax returns, I believe that Robert
has a good understanding of the key issues. Lastly, I would mention it
is important to for traders to use a specialist tax accountant who has
expertise and experience in this area, and not utilize a "generalist"
Pxxx Byyyyy, CFA
Stern MBA 19xx
If you have any questions about GreenTraderTax Webinars, or would like
us to host an event for your company, kindly e-mail us at info@greencompany.com
or call us.
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