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.

Price 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.