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. See list of free and premium Webinar recordings.

Next Scheduled Webinars:
  • To be announced soon.

Free Downloads of Recent Webinars: (see premium Webinars below)
Wed, Apr 2, 2014 4:30 PM - 5:30 PM EDT
2013 Tax Filings For Traders & 2014 Tax Planning
Sponsored and hosted by Lightspeed Trading
Presented by Robert A. Green, CPA
Click here for the recording.

Tue, Mar 25, 2014 4:15 PM - 5:15 PM EDT
Forex Tax Treatment & Planning
Presented by Robert A. Green, CPA
Click here to download or stream (87 MB, time 1:14) the recording in our Amazon Cloud.

Sat, Mar 22, 2014, 10:15 – 11:00 am ET
Trader Tax Law Update: Current Developments with Robert Green, CPA
Investor Inspiration full day Webinar program 10:15 – 3:30 pm ET
7 experts will share key insights that have allowed them to tame their respective markets.
To post recording soon.

Wed, Mar 12, 2014 4:15 PM - 5:15 PM ET
2014 Tax Planning & Will an Entity Help Lower Your Tax Bill?
Hosted by GreenTraderTax
Presented by Robert A. Green, CPA & Managing Member of Green NFH, LLC.
Click here to download or stream (103 MB, time 1:08) the recording in our Amazon Cloud.

Thurs., Mar. 6, 4:15 pm - 5:15 pm ET
Entities & Retirement Plans for Traders
Hosted by GreenTraderTax
Presented by Robert A. Green, CPA & Darren Neuschwander, CPA, Managing Members of Green NFH, LLC.
Click here to download or stream (101 MB, time 1:09) the recording in our Amazon Cloud.
Click here to read our related blog.

Wed., Feb. 26, 4:15 pm - 5:15 pm ET
Performance Reporting For Investment Managers & Traders - Part II
Hosted by GreenTraderTax with Robert A. Green, CPA
Panelists: Hedge fund auditing professionals from our network member Warren Averett, LLC, including Kristine Pistininzi CPA, and Charles Bailey CPA Audit Partner
Click here to download or stream (53 MB, time 1:00) the recording in our Amazon Cloud.
If you have trouble viewing in Windows, try installing GoToMeeting codec (simple and fast).
Watch the Part I recording below. We are scheduling Part III soon.

Thurs., Jan. 23, 2014, 4:15 – 5:15 pm ET
Performance Reporting For Investment Managers
& Traders
Hosted by GreenTraderTax with Robert A. Green, CPA
Panelists: Hedge fund auditing professionals from our network member Warren Averett, LLC, including Kristine Pistininzi CPA, Jay Robbins CPA and Charles Bailey CPA & Audit Partner
Click here to download or stream (49 MB, time 1:00) the recording in our Amazon Cloud.

Recent Premium Webinar Recordings:

Watch our Webinar recordings below anytime. (See options for purchase in our store.)

Wed., Mar. 5, 4:30 pm-5:30 pm ET
Trader Tax Law Update: Current Developments
Hosted by MoneyShow.com
Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC

Thurs., Feb. 27, 1:30 pm - 2:30 pm ET
2013 Tax Filings For Traders & 2014 Tax Planning
Sponsored by FXCM and hosted by GreenTraderTax
Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC

Wed., Feb. 12, 2014 @ 4:15 PM - 5:15 PM ET
Forex Tax Treatment & Planning
Sponsored by FXCM and Hosted by GreenTraderTax
Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC

Tues., Feb. 11, 2014 @ 4:30 - 5:30 PM ET
Trader tax law update
Hosted by Cyber Trading University in their Closing Bell session
Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC

Fri., Feb. 7, 2014 @ 12:00 - 1:00 PM ET
Important Tax Information For Futures, Forex And Options Traders
Hosted by Rockwell Trading
Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC

Fri., Jan. 17, 2014, 1:00 – 2:00 pm ET
New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies

Hosted by GreenTraderTax with Green NFH CPAs/Managing Members Robert A. Green, CPA & Darren L. Neuschwander, CPA, co-authors of the related blog.
Click here for the related blog.

Tue, Jan 14, 2014 4:15 PM - 5:30 PM EST
Kick Off To 2013 Tax Filings For Traders

Hosted by GreenTraderTax and presented by Robert A. Green, CPA
Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning
Click here for the related blog and Webinar description.
Recording notes. We explained our GreenInvestorTax service with a fixed low pricing option. Towards the end, we covered the new blog "New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies." We cover cost-basis reporting, 1099-B problems, TradeLog software, Section 1256, forex, trader tax status and Section 475 loss issues with the IRS, option traders, ways to get organized early, tax season strategies and more.

Wed., Dec. 4, 2013, 4:15 - 5:30 pm ET
Maximize year-end tax planning and set yourself up right for 2014
Hosted by GreenTraderTax and presented by Robert A. Green, CPA
Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning
We work off a Word document of content, including consultation notes with a client where we dealt with the below agenda issues.

  • Qualify for trader tax status in light of recent trader tax court cases Nelson and Endicott.
  • Avoid wash sale income in your individual accounts by converting to trading in an entity on Jan. 1, 2014.
  • Use TradeLog’s new Wash Sale Loss report to steer clear of potential wash sales.
  • Use a trading entity to create the earned income needed for individual AGI deductions like health insurance premiums and retirement plans.
  • Utilize lower marginal tax rates, itemized deductions and ordinary losses with a Roth IRA conversion before year-end.
  • Limit underestimated tax payment penalties with special strategies.

Tues., Nov. 12, 2013, 4:15 - 5:30 pm ET
Year-end tax planning for 2013
Hosted by GreenTraderTax and presented by Robert A. Green, CPA
Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning
Click here to read our blog on this subject.

Wed., Nov. 6, 2013, 4:15 - 5:30 pm ET
ObamaCare taxes are starting to affect traders
Hosted by GreenTraderTax and presented by Robert A. Green, CPA
Click here to read our blog on this subject.

Thurs., Sept. 26, 2013, 4:00 - 5:00 pm ET
Taxes for Active Traders
Hosted by TradeLog
Join CPAs Robert A. Green and Darren Neuschwander, Managing Members of Green NFH, LLC
See the full agenda in the introduction from TradeLog. Includes: Broker-issued Form 1099B download problem and TradeLog solution (blog); benefits of Section 475 MTM ordinary gain or loss treatment on securities; business deduction treatment for traders qualifying for trader tax status; and the value of a good CPA firm, especially ours for business traders.

Tuesday, Sept. 10, 2013, 4:15 - 5:15 pm ET
The Tax Court Was Right To Deny Endicott Trader Tax Status
Join CPAs Robert A. Green and Darren Neuschwander, Managing Members of Green NFH, LLC
Click here to read the related blog dated Aug. 30.
Description: In this Webinar, we review a Word file containing the actual tax court case. We read important sentences highlighted in yellow, and discuss several comments added by Green. All options traders and other traders who manage their investments and want to claim trader tax status need to watch this recording. We added this Word file as a PDF to Green's 2013 Trader Tax Guide, and for a limited period of time click here.

Tues, Aug. 27, 2013, 4:15 PM - 5:30 PM EDT
Investment management: Key updates on regulation, tax, compliance and business

Host Robert A. Green, CPA & CEO of GreenTraderTax and guest Brent Gillett of InvestmentLawGroup.com
Description: Panelists will discuss current hedge fund news and developments for investment management, including federal and state regulatory changes for securities, NFA changes for futures and forex and more.

Tuesday, Aug. 13, 2013 (Part I) and Aug. 20 (Part II)
Trader tax compliance/preparation: Key updates on 2012 tax return filings and 2013 tax planning - two part series
Join CPAs Robert A. Green and Darren Neuschwander, Managing Members of Green NFH, LLC
Mr. Green will interview Mr. Neuschwander in his role as head of tax compliance for our CPA firm.
Description: 2012 income tax returns on extension are due Sept. 15, 2013 for S-Corps and partnerships and Oct. 15, 2013 for individuals. Many small business traders have complex tax affairs so they generally file their tax returns close to these tax deadlines. Time is running out! If you rushed to file earlier in the year, just after Oct. 15th is a good time to consider a “checkup” with us to be sure you received every tax break you were entitled to. Early November is also an excellent time to focus on 2013 year-end tax planning instead of waiting until the year-end holidays.

  • Part I: Most common mistakes for traders and best deductions for traders.
  • Part II - education expenses, cost-basis reporting and Form 8949, AGI deductions, retirement plans, amended returns and more

Thurs. Aug 1, 1:00 - 2:00 PM ET .
Trader Entities presented by Robert Green, CPA

Tues. July 30, @ 1:00 - 2:00 pm ET
Learn the DOs and DON’Ts of using IRAs and other retirement plans in trading activities and alternative investments
Host: Robert A. Green, CPA

Friday, June 28, @ 12 pm ET
Business Traders Benefit From Trading Entities.
Learn how to set up an entity in the best way customized for your special needs.
Presented by Robert A. Green, CPA

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

Friday June 7th and Saturday June 8th 10am-6pm est
RealTradersWebinar Mid-Year 2013 Event with over 14 speakers.
Here are the recordings of all 15 experts covering everything from following the insiders to psychology to in depth setups and the real scoop on support and resistance for forex, options, stock, futures:
Robert Green's session is day 1.

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

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

April 10, Wed. 01:00 - 02:00 pm ET
Questions & Answers Before April 15th
Answers from Robert A. Green, CPA

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

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

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

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.

     

Many Webinars in March

Highlighted Recent Recordings:

*Entities & Retirement Plans for Traders
*Trader Tax Law Update: Current Developments
*2013 Tax Reporting & 2014 Planning
*Forex Taxation
*Audits of Performance Records
*Kick-Off to 2013 Tax-Filings for Traders
*ObamaCare taxes are starting to affect traders
*The Tax Court Was Right To Deny Endicott Trader Tax Status
* Investment management: Key updates
*Learn the DOs and DON’Ts of using IRAs and other retirement plans

Trader Tax Center

Tax Newsletter & Calculators

Highlights (see the full archive):

Mar 27: Protect yourself from market losses with a Section 475 MTM election Read More

Mar 25: IRS guidance on bitcoin transactions will chill its use Read More

Mar 24: SEC Large Trader Reporting Rule Read More

Feb. 27: Another trader tax court loss (Assaderaghi) Read More

Feb. 1: Net investment tax details Read More

Jan 14: New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies. Read More

Jan 9: A major tax reform bill in 2014 is unlikely, and “tax extenders” may be history, too. Read More

Jan 7: Kick off to 2013 tax filings for traders. Read More

Dec 4: IRS final regulations for Net Investment Tax help traders. Read More

Dec 3: Bitcoin is a hot commodity, but is it taxed like commodities, assets, or currencies? Read More

Nov 15: Another non-business trader gets busted in tax court trying to cheat the IRS. Read More

Nov 6: Hedge fund investors depend on “assurance” from quality independent CPA firms. Read More

Oct 29: ObamaCare taxes are starting to affect traders. Read More

Sept 15: Not Easy For New Yorkers To Escape Big Apple's Tax Bite. Read More

August 30: The Tax Court Was Right To Deny Endicott Trader Tax Status Read More

August 18: Common trader tax mistakes Read More

July 24: Learn the DOs and DON’Ts of using IRAs and other retirement plans in trading activities and alternative investments Read More

March 31: PFG investors can deduct theft losses on 2012 tax returns with Rev. Proc. 2009-20 safe harbor relief. That’s great news! Read More

March 5: Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings Read More

Sept 5: High-income traders and ObamaCare’s 3.8% Medicare tax Read More


GreenTrader blog archive, Forbes blog, Benzinga blog.

 




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