EDUCATION CENTER
VIDEOS, AND WEBCASTS

GreenTraderTax Webinar for Cyber Trading University
CyberGroup Closing Bell with GreenTraderTax Host Robert Green on July 13, 2010.
Click here to view the recorded Webcast (46.21 MB, approx. 80 minutes).
Password 123456. If any browser issues, try using Explorer for this webex download.

Traders and Taxes: What you need to know

Are trading education courses tax-deductible? In this special Webinar, GreenTraderTax.com’s Robert A. Green will show traders how to improve their chances of an educational business deduction instead of restricted investment expenses or, in many unfortunate cases, no tax deduction or credit at all. Green will cover key topics including trader tax status, tax treatment of various trading instruments, trade accounting, entities, retirement plans and other tax-savings strategies.

When it comes to taxes, it’s important to learn how to operate your trading activity efficiently and legally. In this Webinar, discover how to avoid tax trouble from the outset. Green will detail how to spot tax promoters offering complex multiple-entity schemes and promising tax deductions for pre-business education costs incurred before you qualify for trader tax status. That simply is against the tax law.

To get a head start on this Webinar, check out Robert Green’s blog series on dangerous entity schemes targeting traders:

Mar 03 10 - Dangerous entity scams targeting traders, part 3: Education expenses are a problem in dual-entity schemes
Feb 27 10 - Dangerous entity scams targeting traders, part 2: Are trading education, seminars and travel expenses tax deductible?
Feb 15 10 - Dangerous entity scams targeting traders, part 1: Dual-entity schemes don’t deliver business treatment without qualification for trader tax status

New free videos featuring Robert A. Green, CPA were just released on MoneyShow.com. They were recorded in the MoneyShow.com studio at the recent Traders Expo in New York City on Feb. 16, 2010. See several prior videos below.

• Trader Tax Threats
• Tax Alert for 2011
• Can You Get Trader Tax Status?
• Will FX Leverage Be Reduced?

Trader Tax Webinars presented by Robert A. Green:

• Traders Expo NYC on Feb. 16, 2010 (60-minutes). Click here.
• Lightspeed Financial Inc. on March 16, 2010 (90-minutes). Click here.
• Rockwell Trading on March 9, 2010 (90-minutes). Click here.
  
  
  • Trader Tax Law Update: Business Treatment, Elections, Entities, and Retirement Plans. Tax increases and exams are on the rise. Robert Green covers the latest developments and strategies in "trader tax status" (business treatment), Section 475 MTM, forex versus futures, IRS enforcement actions, potential financial-transaction taxes, repeal of carried interest breaks for investment managers, Roth IRA conversions, and more. Learn the dos and don'ts of trader tax status, elections, entities, retirement plans, foreign accounts, and more. For example, if you don't qualify for trader tax status, consider trading in a retirement plan to deduct trading losses and expenses. GreenTraderTax does not advocate expensive, dual-entity schemes. Power Point Presentation.

Forex Tax 2010 Webinar Series for FXCM presented by Robert A. Green
Click here to watch Part I on Forex Tax on dailyfx.com. March 9, 2010. 60-minutes
Click here to watch Part II on Trader Tax for Forex Traders. March 23, 2010. 60-minutes
Click here to watch Part III, mostly Q&A on Forex Tax. March 30, 2010. 60-minutes

VIDEOS for MoneyShow.com: Las Vegas Nov. 21, 2009:

Traders and Roth IRA Conversion
Trader tax expert Robert Green says tax changes this year may make converting to Roth IRAs attractive, but also warns of future tax proposals that could put many traders out of business.

Don't Penalize All Investors
CPA Robert Green discusses the public outcry for financial sector reform, suggesting an approach that targets just the banks in order to prevent a repeat of the ongoing financial crisis.

Tax Tips for FX Traders
GreenTraderTax.com's Robert Green explains important tax considerations for currency traders and demystifies the often confusing rules that they must follow at tax time.

Tax Code for Foreign Stocks and Futures
Robert Green, CEO of GreenTraderTax.com, outlines IRS treatment of foreign futures, helping traders to better understand and follow these often complex rules.

VIDEOS: NYC July 16, 2009:

Traders Have Retirement Choices
Author and trader tax expert Robert Green reviews some of the retirement account options available to today's traders and how some may allow traders to write off expenses and trading costs.

Potential Obama Tax Changes
Robert Green, CEO of GreenTraderTax.com, discusses the likelihood for tax code changes from the Obama administration as well as the potential impact on traders.
Released:

Trader Tax Fears
GreenTraderTax.com's Robert Green discusses the current status of the highly controversial financial transaction tax, which sparked fears throughout the trading community earlier this year.

Explaining the 60/40 Rule
Trader tax professional and author Robert Green explains the impact of the 60/40 tax rule and whether this boon for futures and forex traders will continue in the next few years.

VIDEOS: NYC Feb. 2009:

It May Cost You $50,000

Traders: Should You Set up an Entity?

Trader Status

Tax Changes in 2009

MoneyShow.com, University, Traders Expos and Trader Interviews:
Our Robert Green is the main tax speaker for MoneyShow.com and their leading online University. Mr. Green teaches the two MoneyShow University online courses on trader tax (101 & 201) and he is featured in their interviews and other videos on trader tax. Click here to visit Robert Green's main page at MoneyShow.com, displaying links to his contributions in video, articles, shows and more.

Mr. Green is also the main tax speaker for MoneyShow's "Traders Expos" in New York City, Los Angeles and Las Vegas. For more information on the Traders Expo and Robert Green's Education Workshops and Paid-Classes, click here.

MoneyShow.com:
We are delighted to have filmed an interview with Robert Green at the Traders Expo New York. We've recently released one of the interview segments we filmed on MoneyShow.com; it looks great! Here is a link to the interview segment: Trader Tax Benefits:
Tax expert Robert Green explains that some traders can qualify for special tax benefits but don't realize it. View it.

MoneyShow University
100 Level Course: Tax Benefits for Active Traders
Instructor: Robert A. Green, CPA
Click here for course details and to take this free course online.

Robert Green’s course will help you determine if you qualify for trader tax status and how to maximize your trading tax benefits. Full- or part-time traders who question their eligibility for tax benefits will not want to miss this four-part course from Robert Green. In “Trader Tax Benefits”, Mr. Green will help you determine if you qualify for trader tax benefits and if so, how to take full advantage of them. If you already trade full-time, this is truly a course you can’t afford to miss. And investors considering more active trading will learn the tax consequences of various types of trading, allowing you to make more informed decisions.

MoneyShow University
200 Level Course: Trader Tax Benefits
Instructor: Robert A. Green, CPA
Click here for course details and to take this free course online.

In this four-part intermediate level course, Robert Green of GreenTraderTax.com explains how to set up a tax-efficient trading business and how to find and maximize all your potential deductions. All traders who plan to trade for a living will benefit from Robert's sage tax advice.

• Segment 1 focuses on setting up your business in order to qualify for trader tax status. In addition, Robert discusses a number of "close call" examples and explains how they were resolved. (6:24)
• Segment 2 discusses business expenses, including the all-important home office deductions. Robert also covers start-up and education expenses, and adjusted gross income deductions. (11:27)
• Segment 3 covers the various business entities available to traders, along with the advantages and disadvantages of each. You will learn which are the best entities for unlocking powerful retirement tax deductions, health insurance premiums, late year accounting elections and much more. (12:51)
• Segment 4 discusses the various types of retirement plans and explains how to limit self-employment taxes. (9:47)

Other Highlights: MoneyShow, Rockwell 7/24 Webinar archive, Gainskeeper 7/22/08 archive. See below.

GainsKeeper (a Wolters Kluwer Financial Services company)
Tax Benefits for Active Traders by Robert Green
Tuesday, July 22, 2008
Thursday, February 28, 2008
A recording with power point archive is available from GainsKeeper.

Recording Details:
Subject: Tax Benefits for Active Traders
July 22, 2008 Recording coming soon.
Feb. 28, 2008 Recording URL: https://www.livemeeting.com/cc/wkusa/view (best with IE)
Recording ID: G47F7D
Attendee Key: mTk=:7-bc

Tax time presents active traders and investors with challenges and complexities far beyond those of normal wage-earners. At the same time, unique rules and opportunities can help traders save thousands of dollars in taxes once they know what those rules are!

To help GainsKeeper customers better prepare this tax season, we’ve enlisted the expertise of a leading authority on trader tax and hedge funds to present a FREE web seminar that will explain:

• How to qualify for “trader tax status”—to claim business deductions (even for 2007) which can generate tax savings of more than $8,000 per year.
• How to elect mark-to-market accounting (IRC 475) correctly and on time, allowing you numerous profitable advantages plus immediate tax refunds on all of your trading losses.
• How to use entities to generate additional tax deductions like retirement plan contributions and health insurance premiums (AGI deductions).

It’s very probable that your accountant or tax preparer doesn’t fully understand trader tax benefits, and the IRS is in no hurry to tell you about, the thousands of tax dollars you can save by taking advantage of the huge but little-known tax benefits available to traders.

Join Robert Green, CPA on Thursday, February 28th at 2:00pm ET to learn how to collect your trader tax benefits—before you let too much time get by and, by default, lose them for another year.

FXCM
Taxes for Forex Traders: 2008
Special Celebrity Webinar, hosted by Robert A. Green, CPA
Wednesday, February 20, 2008 at 2 PM and 9 PM EST
Repeated on March 12, 2008 at at 2 PM and 9 PM EST
Note: To attend this presentation, please sign up for FXCM's webinar program (using the sign-up link above) and then click the login button above at one of the designated times.
Click here to watch and listen to this useful one-hour Webinar.

• Forex traders will learn how to "have their (tax) cake and eat it too."
  • By default, forex traders benefit from ordinary loss treatment; thereby avoiding capital loss limitations ($3,000 for individuals).
  • Forward forex traders can choose to pay lower 60/40 tax rates on their trading gains; providing they file an internal election to opt-out of IRC 988 for IRC 1256.
• Spot traders (in major currencies only) may consider a "reasonable basis position" to treat spot contracts like forward contracts for purposes of opting out of IRC 988 for IRC 1256 60/40 treatment.
• In the Webinar, Mr. Green also discusses trader tax benefits, qualifying for trader tax status, IRC 475 MTM, accounting, tax treatment, entities, retirement plans, SE tax, and more.

optionsXpress
Event: Year-End Tax Planning for Traders
Date and Time: Wednesday, December 12, 2007, 3:00 pm Eastern Time
Panelist(s) Info: Robert A. Green, CPA
Duration: 1 hour 30 minutes
Click here to register for this event.

optionsXpress proudly presents another popular and practical tax webinar "Year-End Tax Planning for Traders."

Did more classes in Nov and Dec 2008, ask optionsXpress for the archive.

Rockwell Trading
Tax Benefits for Active Traders by Robert Green
July 24, 2008. Click here for the archive.
March 19th, 2008.

In this workshop, you will learn which tax benefits you may accrue as an active trader, some valuable tips regarding what to plan for in 2008, and several key steps you can take to minimize your tax exposure.

Here are some of the topics that will be covered:
• Claiming “Trader Tax Status” On Your Tax Returns
• File As Sole Proprietors Using Schedule C
• The Benefits of Establishing a Separate Trading Entity
• Tax Differences Between Trading Securities, Futures, and Forex
• Why Foreign Futures May Not Qualify For Lower 60/40 Tax Breaks

_______________________________________
From: Rollie White [mailto:rollie@rockwelltrading.com]
Sent: Thursday, July 24, 2008 2:45 PM
To: Robert Green; Cc: Rollie White; Subject: Webinar Follow-Up

Robert,

Thank you for providing an excellent webinar today on "Tax Advantages For Day Traders". We have 438 people that registered for the webinar and had a little over 200 in constant attendance. Attached is a .csv file with contact information on the people that registered. In addition, here is the link to the recorded session that you may want to host on your website: http://genesis.na3.acrobat.com/p28943362/.

Robert, it truly is a pleasure working with you. Our clients receive excellent value from your services and we are not shy about steering them in your direction. I look forward to talking with you further about ways we can work together. Markus and the rest of the team at Rockwell Trading are all high quality, high integrity people and we are working hard to separate ourselves from the run-of the-mill educators that seem to pollute our niche in the trading industry. I can fully identify with your similar feelings about the Las Vegas snake oil salesman that try to sell traders generic entity formation services out of Nevada or Delaware.

Lastly, I think it would be a good idea to host you for a webinar series that runs once a quarter and would like to do the next one in October. I will send you some dates for you to consider.

Once again, thanks for your support.

NYS Society of CPAs
Investment Management Committee
June 3, 2008. Mr. Green taught trader tax to the committee members.

Foundation for Accounting Education
2007 Tax Planning for Individuals Conference
Event: Tax Planning Strategies for Traders
Date and Time: August 21, 2007, 11:30 am - 12:30 pm ET
Instructor: Robert A. Green, CPA
Brochure

optionsXpress
Event: Taxes for Traders
Date and Time: Wednesday, May 23, 2007, 4:00 pm Eastern Time
Panelist(s) Info: Robert A. Green, CPA
Duration: 1 hour 30 minutes

optionsXpress proudly presents an encore of one of our most popular and practical webinar sessions yet Taxes for Traders. Join Robert A. Green of trading-specific CPA firm Green Company for this enlightening hour of easy-to-understand tax guidance that will have procrastinators everywhere rejoicing.

Chicago Board of Trade
Taxes for Active Futures Traders
Archived Webinar and recording available at CBOT site.
(95 minutes long - simple registration is required)
Slide Presentation in pdf format.
Live event was held on Feb. 6 @ 3:30 PM Chicago / 4:30 PM Eastern time

Active futures traders can save tax money by claiming “trader tax status” (business treatment) on their tax returns; it’s still not too late for 2006. Learn all about these trader tax breaks & how to qualify for trader tax status. Join Robert A. Green, CPA and CEO of GreenTraderTax.com and learn the key tax differences between trading futures, securities, and forex. IRC 1256, IRC 475 and IRC 988 are different but dueling regulations. Robert will also cover the differences between retail and proprietary trading and help you decide which is best for you. Sponsored by Advantage Futures and TeachMeFutures.com

optionsXpress & XpressTrade
Event: Taxes for Traders
Date and Time: Wednesday, April 11, 2007 6:00 pm Central Daylight Time (Chicago)
Panelist(s) Info: Robert Green
Duration: 1 hour 30 minutes

Description: Tick. Tick. Tick. The IRS doomsday clock is fast approaching midnight April 15. But help is on the way, as optionsXpress and XPRESSTRADE proudly presents an encore of one of our most popular and practical webinar sessions yet Taxes for Traders. Join Robert A. Green of trading-specific CPA firm Green Company for this enlightening hour of easy-to-understand tax guidance that will have procrastinators everywhere rejoicing.

XpressTrade
Robert A. Green, CPA
Taxes for Futures and Forex Traders
Live event was held on March 27, 2007, 6:00 - 7:30PM CT
Archived recording
Archived Webinar Power Point (in pdf)

"Tick. Tick. Tick. The IRS doomsday clock is fast approaching midnight April 15. But help is on the way, as XPRESSTRADE proudly presents an encore of one of our most popular and practical webinar sessions yet Taxes for Futures and Forex Traders. Join Robert A. Green of trading-specific CPA firm Green Company for this enlightening hour of easy-to-understand tax guidance that will have procrastinators everywhere rejoicing.

XpressTrade
Robert A. Green, CPA
Taxes for Futures and Forex Traders
Live event was held on Feb. 14, 2007, 5:00 PM CT

"Deep In The Heart of Taxes! As if the post-holiday let down and full onslaught of winter aren't depressing enough, the beginning of each new calendar year brings a mailbox full of tax forms and a laundry list of tax questions. But help is on the way, as XPRESSTRADE proudly presents what we expect to be one of our most popular and practical webinar sessions yet - Taxes for Futures and Forex Traders. Join Robert A. Green of trading-specific CPA firm Green Company this Valentine's Day for an enlightening hour of easy-to-understand tax guidance that you'll just love."

In The Media This Tax Season
Green is appearing in many places this tax season: Active Trader; WSJ; Barron's; Forbes.com Video Network; TraderInterviews and BizRadio Network; International Traders Expo, Forex Traders Expo (Vegas Sept 2007) and MoneyShow.com Video Network Webinar; CBOT Webinar; XpressTrade/optionsXpress Webinars; Fidelity and CyberTrader newsletters; and our Thursday conference calls.

If you have any questions about GreenTrader online seminars, or would like us to host an event for your company, kindly e-mail us at info@greencompany.com or call (877) 662-2014 (toll free), or (646) 216-8061.