EDUCATION CENTER
INTERACTIVE: TRADE SHOWS

The Traders Expo New York, February 21-24, 2009
As always, Green is giving the tax workshop at the Expo.
Click here to learn more and register.

Mon., Feb. 23, 8:00 am-9:00 am EST.
Robert Green, CPA/CEO speaker
Save Taxes, Keep the IRS Off Your Back, and Learn How to Set-Up Your Own Trading Company and/or Hedge Fund
Click here to watch the free Live Webcast.
Power Point Presentation

The Traders Expo • Las Vegas, 2008

November 19-22, 2008; Mandalay Bay Resort
Click here to register for this event.
General information.

Robert A. Green will be teaching both of the Expo's tax sessions; the free Educational Workshop (1 hour) and the more in-depth paid session (4 hours).
Speaker Profile including many archived videos from Robert A. Green, CPA
.

Free Educational Workshop:
Friday, November 21, at 8:00 - 9:00 am
Title: Save Taxes, Keep the IRS Off Your Back, and Learn How to Form Your Own Trading Company and/or Hedge Fund.
Power Point Presentation (pdf) - newly updated with lot's of new content.
Live Webcast - If you can't travel to the show, please watch the live Webcast.

Book Signing:
Friday, November 21, at 10:30 am
Traders Press Bookstore (booth 813) in the Exhibit Hall.
Green is signing his book "The Tax Guide for Traders."

Paid Session:
Friday, November 21, from 1:30 pm - 5:30 pm
Title: Taxes for traders
Click here to register.

Join noted trader tax expert Robert Green, CPA, CEO of GreenTraderTax and author of The Tax Guide for Traders, as he explains the difference between traders and investors come tax time. There are significant tax benefits to being a trader, but only if you know how to take advantage of them.

Robert has worked with thousands of traders over the years, and he knows what needs to be done for tax preparation and filing. An ordinary CPA is likely to miss out on certain deductions and nuances, but Robert won’t. And, after this course, you won’t either.

He will focus on such topics as:

* What it takes to qualify as a trader (rather than an investor)
* Various deductions traders are allowed to take, especially if they work from a home office
* The benefits/drawbacks of forming a trading entity, such as a general partnership or an LLC
* Setting up a retirement plan—a difficult thing for traders, since trading produces income that is different from “traditional” income

He will walk you through the steps necessary to receive every tax break you are entitled to. Profitable traders as well as those who lost money in the markets need this information. Tax time is stressful for everyone, but knowing all the tricks of the trade will help ease your mind.
$245 per person, early-bird price if purchased by October 30, $295 regular price; includes refreshments.

The New York Traders Expo
February 16-19, 2008
Marriott Marquis Hotel
Come meet Robert A. Green, CPA/CEO, Darren Neuschwander, CPA & Adam Manning, CPA in booth #6505.
Click here to register for the Traders Expo.

Robert A. Green will also be teaching both of the Expo's tax sessions; the free Educational Workshop (90 minutes) and the more in-depth paid session (4 hours). Click here to learn more and sign up for the paid session.

Educational Workshop:
Sunday, Feb. 17th at 8:00 - 9:00 am
Title: Save Taxes, Keep the IRS Off Your Back, and Learn How to Form Your Own Trading Company and/or Hedge Fund.
Power Point Presentation (pdf)

Paid Session:
Monday, Feb 18th at 1:30 - 5:30 pm
Title: Taxes for traders
$245 per person by January 23, $295 per person after January 23

Join noted trader tax expert Robert Green, CPA, CEO of GreenTraderTax and author of The Tax Guide for Traders, as he explains the difference between traders and investors come tax time. There are significant tax benefits to being a trader, but only if you know how to take advantage of them.

Green has worked with thousands of traders over the years, and he knows what needs to be done for tax preparation and filing. An ordinary CPA is likely to miss out on certain deductions and nuances, but Green won’t. And, after this course, you won’t either. He will focus on such topics as:

· What it takes to qualify as a trader (rather than an investor).
· Various deductions traders are allowed to take, especially if they work from a home office.
· The benefits/drawbacks of forming a trading entity, such as a general partnership or an LLC.
· Setting up a retirement plan – a difficult thing for traders, since trading produces income that is different from “traditional” income.

Green will walk you through the steps necessary to receive every tax break you are entitled to. Profitable traders as well as those who lost money in the markets need this information. Tax time is stressful for everyone, but knowing all the tricks of the trade will help ease your mind.

The Forex Trading Expo in Las Vegas

September 15-16, 2007
Mandalay Bay Resort and Casino, Las Vegas, Nevada.
Click here to watch Green's 60-minute video Webcast.
Click here for the accompanying Power Point Presentation (pdf file).

Robert A. Green, CPA/CEO taught two educational sessions.
One session was live at the Expo with simultaneous Webcast (watch it above). The other was recorded at the Expo in their TV studio and it will be published soon at MoneyShow.com University.

  • Saturday, Sep 15, 2007 03:15 PM - 04:15 PM PT - Classroom Training
  • Sat. Sep 15th 09:00 AM - 11:00 AM PT - MoneyShow.com University recording to be published as a 200 Level Course. Click here to take Robert's 100 Level Course. This new 200 Level Course will be for all traders, not just Forex traders and it will continue from where Robert left off on his 100 Level Course.

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.com Video Network recorded this 60-minute video course with Robert A. Green, CPA for the MoneyShow.com University in their TV studio at the NYC Traders Expo on Monday, February 19, 2007.

The New York Traders Expo
Date and Time: Monday Feb. 19, 2007 from 3:00 p.m. - 4:00 p.m. Sponsored by Active Trader magazine.
Topic: Save Taxes, Keep the IRS Off Your Back, and Learn How to Form Your Own Trading Company and/or Hedge Fund.
Speakers: Robert A. Green, CPA.
Click here for this session. Click here to register for the Traders Expo.

You'll learn important tax-savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe-benefit plans. This session will cover these plans and the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities, futures, and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. We'll talk about the differences between retail and proprietary trading and help you decide which is best for you. McGraw-Hill published "The Tax Guide for Traders" by Robert Green, and the book got excellent reviews from the media. Listen to the author's best strategies from the book.

Finally, you'll learn how easy it is to set up and operate your own hedge fund. You can start with a low-cost incubator fund to generate an excellent performance record needed to attract investors. We will discuss all types of hedge funds, investment advisor laws, compliance, accounting, tax, and auditing of hedge funds. Come ready with your questions, as the speakers will gladly answer them during the session.

The Forex Trading Expo
Las Vegas September 8-9, 2006.
Click here to watch the archived Webcast.

Forex Trading Expo, September 8-9, 2006
Mandalay Bay Resort and Casino, Las Vegas, Nevada
Register to attend FREE. Click here.

Live: Robert A. Green, CPA/CEO from GreenTraderTax was invited to give this forex tax educational workshop.
Webcast: Watch the archived Webcast of this event. Click here.
Power Point Presentation: Click here for pdf format.
Date: Friday, September 8th at 2:00pm - 3:00pm Title: Forex taxation: IRC 988 versus 1256 60/40 treatment, trader tax status, forex funds and more!

Description: The tax code is uncertain and confusing regarding forex trading taxation, and that makes tax filings difficult for forex traders. The tax problem is that some types of forex are treated as IRC 1256 contracts with lower 60/40 tax treatment, while other types of forex are treated as IRC 988 foreign currency transactions with ordinary gain or loss treatment. Furthermore, IRC 1256 and IRC 988 are dueling and conflicting tax code sections. In this workshop, Green will simplify the rules and show you how to lower your tax rates on forex gains by up to 12% by electing out of IRC 988. He also will show you how to maximize your tax refunds from forex losses. You will learn how to use important tax savings strategies in connection with trader tax status (business treatment) and how to qualify to claim that status. Business traders will learn how to deduct all business expenses safely, without having to form an entity. Since a trading entity is sometimes a good idea because it allows the deduction of health insurance premiums, retirement plan contributions, and other fringe benefit plans, this session also will cover the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs). We will show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you will learn how easy it is to set up and operate your own forex hedge fund.

The International TradersExpo
Ft. Lauderdale, FL
June 7-10, 2006

We are teaching a very special full day session packed with tons of valuable information. Robert Green will teach you all you need to know about trader tax and another instructor from our company will show you how to set up your own hedge fund. Whether you are new to active trading, or starting your own trading business or hedge fund, this full-day session is right for you.

Set-Up a Trading Business and/or Hedge Fund for Maximum Tax Savings and Business Success
Wednesday, June 7, 2005; 9:00 am – 4:00 pm
Instructor on Trader Tax: Robert A. Green, CPA & CEO of GreenTraderTax

In this intensive morning session, you will learn about:
• How to Set Up Your Own Hedge Fund both in the US and Offshore.
• Do you need to register as an investment adviser with the SEC and/or states for a securities fund?
Commodities, futures and forex funds and when to register with the CFTC and NFA (CTAs versus CPOs).
• Learn more about GreenTraderLaw incubator funds.

In this intensive afternoon session, you will learn from Mr. Green about:
• Trader tax status unlocks trader tax benefits
• Mark-to-market accounting is “tax loss insurance”
• New operating losses (NOL) give huge immediate tax refunds
• Trade accounting can be a snap for hyperactive traders
• Futures have lower 60/40 tax rates
• Forex is ordinary gain or loss treatment; unless you elect futures 60/40 treatment
• Entities, retirement, and employee-benefit plans
• How to keep the IRS off your back and how to win an IRS exam
• Proprietary vs. retail trading
The session will be more in-depth than this presentation summary.

*$395 per person, includes refreshments. One-hour lunch break on your own, 12:00 pm – 1:00 pm.
Show news: We had a great Workshop with 26 paid attendees. Several already signed up with us to form their own hedge fund.

FXCM Currency Trading Expo
New York, NY
June 3-4, 2006

Workshop: Saturday June 3rd, 2pm-2:45pm, "FX Trading & Taxes", Stage Area
The tax code is uncertain and confusing regarding forex trading taxation, and that makes tax filings difficult for forex traders. The tax problem is that some types of forex are treated as IRC 1256 contracts with lower 60/40 tax treatment, while other types of forex are treated as IRC 988 foreign currency transactions with ordinary gain or loss treatment. Furthermore, IRC 1256 and IRC 988 are dueling and conflicting tax code sections. In this workshop, Green will simplify the rules and show you how to lower your tax rates on forex gains by up to 12% by electing out of IRC 988. He also will show you how to maximize your tax refunds from forex losses. You will learn how to use important tax savings strategies in connection with trader tax status (business treatment) and how to qualify to claim that status. Business traders will learn how to deduct all business expenses safely, without having to form an entity. Since a trading entity is sometimes a good idea because it allows the deduction of health insurance premiums, retirement plan contributions, and other fringe benefit plans, this session also will cover the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs). We will show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you will learn how easy it is to set up and operate your own forex hedge fund. Workshop course materials on forex taxation are available here.

Show news: We had a great Workshop with over 300 people filling every seat and standing room only (5 rows back). Thanks, it was lot's of fun.

GreenTrader hosts the "Forex Tax" Forum on DailyFX from FXCM. Meet Robert Green in FXCM's booth and also purchase an autographed copy of his book "The Tax Guide for Traders" at an Expo special price.

The International TradersExpo
New York, NY
February 18-21, 2006

Sunday, Feb. 19, 2006, 5 - 6:30 p.m.
Topic: Save Taxes, Keep the IRS Off Your Back, and Learn How to Form Your Own Trading Company and/or Hedge Fund.
Speakers: Robert A. Green, CPA and CEO

You'll learn important tax-savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe-benefit plans. This session will cover these plans and the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities, futures, and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. We'll talk about the differences between retail and proprietary trading and help you decide which is best for you. McGraw-Hill published "The Tax Guide for Traders" by Robert Green in 2004, and the book got excellent reviews from the media. Listen to the author's best strategies from the book.

Finally, you'll learn how easy it is to set up and operate your own hedge fund. You can start with a low-cost incubator fund to generate an excellent performance record needed to attract investors. We will discuss all types of hedge funds, investment advisor laws, compliance, accounting, tax, and auditing of hedge funds. Come ready with your questions, as the speakers will gladly answer them during the session.

Show news: We had a great Workshop! They gave us the biggest room and we filled every seat with standing room only. Thanks, it was lot's of fun.

The New York Traders Expo
•Feb. 12-15, 2005 , Marriott Marquis Hotel, New York City:

Get free answers to your tax questions from GreenTraderTax.com CPAs in the exhibit hall (booth #6503). Save taxes, keep the IRS off your back and learn how to form your own trading company and/or hedge fund in Robert Green's Educational Workshop. Attendance is free.

Education Workshop:
Sunday, Feb. 13, 2005, 5 - 6:30 p.m.
Topic: Save Taxes, Keep the IRS Off Your Back, and Learn How to Form Your Own Trading Company and/or Hedge Fund
Speaker: Robert A. Green, CPA and CEO

You'll learn important tax savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe-benefit plans. This session will cover these plans and the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. We'll talk about the differences between retail and proprietary trading and help you decide which is best for you. Finally, you’ll learn how easy it is to set up your own hedge fund or money-management business, which can deliver business tax benefits to your investors. McGraw-Hill published "The Tax Guide for Traders" by Robert Green in October 2004. Listen to the author's best strategies from the book. Come ready with your questions, as the speakers will gladly answer them during the session.

The 2nd Annual Las Vegas Traders Expo
Nov. 18-21, 2004, Mandalay Bay Resort & Casino•
(formerly Anaheim Online Trading Expo)

Get free answers to your tax questions from GreenTraderTax.com CPAs in the exhibit hall. Save taxes, keep the IRS off your back and learn how to form your own trading company and/or hedge fund in Robert Green's Educational Workshop. Attendance is free.

Education Workshop:
Topic: The Tax Guide For Traders
Speaker: Robert A. Green, CPA and CEO

You'll learn important tax savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. Learn how year-end tax planning can save you a bundle come April 15. Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe-benefit plans. This session will cover these plans and the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you’ll learn how easy it is to set up your own hedge fund or money-management business, which can deliver business tax benefits to your investors. McGraw-Hill released "The Tax Guide for Traders" by Robert Green in October. Listen to the author's best strategies from the book.

The 2nd Annual Chicago Traders Expo
June 23-26, 2004
Chicago Hilton Hotel & Towers:

Get free answers to your tax questions from GreenTraderTax.com CPAs in the exhibit hall (booth # 316). Save taxes, keep the IRS off your back and learn how to form your own trading company and/or hedge fund in Robert Green's Educational Workshop. Attendance is free.

Education Workshop: Thursday, June 24, 4:30 - 6 p.m.
Computer Lab: Thursday, June 24, 11 a.m. - noon


Topic: Save taxes, keep the IRS off your back, and learn how to form your own trading company and/or hedge fund.
Speakers
: Robert A. Green, CPA and CEO

You'll learn important tax savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. It's not too late to save a bundle on your 2003 tax returns (extended until Aug. 15 or with an amended return). Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe benefit plans, so this session will also cover the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you’ll learn how easy it is to set up your own hedge fund or money-management business, which can deliver business tax benefits to your investors.

New York City Traders Expo
Feb. 14-17, 2004
Marriott Marquis Hotel
New York City:

Get free answers to your tax questions from GreenTraderTax.com CPAs in the exhibit hall in the Marriott Marquis Hotel (booth #1503 on 6th floor). Save taxes, keep the IRS off your back and learn how to form your own trading company and/or hedge fund in Robert Green's Educational Workshop. Attendance is free.

Sunday, Feb. 15 from 5:15 - 6:45 p.m.
"Save taxes, keep the IRS off your back, and learn how to form your own trading company and/or hedge fund"
Speakers
: Robert A. Green, CPA
You'll learn important tax savings strategies in connection with trader tax status and mark-to-market accounting, plus we'll show you how to avoid wash-sale losses and capital-loss limitations. It's not too late to save a bundle on your 2003 tax returns, which are due April 15. Losing traders will learn how to convert non-deductible capital losses into immediate tax refunds, while profitable traders will learn how to safely deduct all business expenses without having to form an entity. However, a trading entity is sometimes a good idea, as it allows you to deduct health-insurance premiums, retirement-plan contributions and other fringe benefit plans, so this session will also cover the formation of trader entities. Learn how to get huge tax refunds from net operating losses (NOLs) and how to lower your tax rates by trading commodities and currencies instead of securities. We'll show you how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you’ll learn how easy it is to set up your own hedge fund or money-management business, which can deliver business tax benefits to your investors.

Las Vegas Traders Expo
Nov. 20-23, 2003:

Robert Green, CPA was invited to be the show's "tax speaker" for the free educational workshops. Dave Eich, developer of GTT TradeLog, will give demonstrations of our best-selling trade accounting software.

Friday, November 21st from 2:15pm-3:45pm (sold out session and encore session)
"Save taxes before year-end, keep the IRS off your back and learn how to form your own trading company and/or hedge fund"
Speakers: Robert A. Green, CPA
GreenTraderTax.com (GTT) is the leading tax, accounting and law firm for traders, investors and money managers. In this session, you'll learn important year-end tax savings strategies in connection with trader tax status and mark-to-market accounting, avoiding wash-sale losses and capital loss limitations, and benefiting from section 481 adjustments. Traders who act before year-end can save a bundle in taxes come April 15. This session will also cover the formation of trader entities, which allow you to deduct health-insurance premiums and retirement-plan contributions (mini 401(K) plans are best for traders). Learn how to get huge tax refunds from net operating losses (NOL) and how to lower your income tax rates trading commodities (such as E-Minis) and currencies (forex) instead of securities (such as QQQs). Learn how to avoid IRS exams and, if examined, how to win before the auditor even gets started. Finally, you'll learn how easy it is to set up your own hedge fund or money-management business and deliver business tax benefits to your investors.

This convention for online investors and traders draws more than 5,000 people from all 50 states and 40 countries. Compare and evaluate hundreds of trading tools and services at the largest gathering of electronic traders worldwide. Software, hardware, charting services, brokers and stock exchanges all attend to promote their products and services to the online trading community. The Traders Expo is also the venue where companies announce new products, new alliances and the latest in trading technology. Don't miss the educational and networking event of the year for stock, option and futures traders.

Brigth Trading's Professional Trading Tour

Aug. 23-24, 2003 at the Anaheim (Calif.) Hilton. Professional Trading Tour at the Anaheim Hilton. A truly professional group of experienced traders will tell you what's working in today's market. Admission for the two-day event is $99. More information about exhibitors, speakers and software can be found at www.investoraware.com.

Robert Green, CPA, was personally invited to the show by Don Bright of Bright Trading, the firm that organized the show. Green will be the only tax person at this intimate show, so it's a great opportunity to learn a lot about taxes and much more. Catch Green's presentation on trader tax matters.

Chicago Traders Expo

Date: Thursday, July 23, 2003 - Saturday, July 26, 2003 (Booth #215)
Place: Chicago Sheraton Hotel at 301 East North Water St., Chicago, IL 60611; (800) 970-4355.

Friday, July 25, 2003, 4:45 pm - 5:30 pm: Stage Presentation (main Exhibit Hall stage).
"Save taxes, keep the IRS off your back and learn how to form your own hedge fund"
Speakers: Robert A. Green, CPA

GreenTraderTax.com is the leading tax, accounting and law firm for traders, investors and hedge fund managers. It features an education center, guides, software and services. Green writes for Active Trader magazine and provides information for the tax centers of leading brokers. In this session, you'll learn the different tax scenarios for commodities vs. securities (for business traders, active investors and money managers), and how trading the right product can save you money. You'll also learn to save money by gaining "trader tax status." This allows you to deduct all your trading expenses as "ordinary," either as a "sole proprietor" (individual) or as an entity (and if you're an entity, you can use the "trading rule" to deliver these benefits to your investors). Learn about "mark-to-market accounting," which is good for most securities traders but not for most commodities traders. Learn about how entities are not always best for Illinois traders, because of an Illinois state tax that applies to entities but not sole proprietors. Learn how to use simple trading entities (including our hot Mini 401(k) strategy) to create "earned income," allowing you to deduct health insurance premiums and retirement plan contributions. Learn how husbands and wives can save taxes with "defacto" general partnerships using "internally elected" mark-to-market accounting for large ordinary loss treatment (it's still not too late to do this for 2002 and prior tax years). Learn about net operating losses (NOL) and how to file for huge immediate tax refunds. Finally, learn how GTT's line of hedge-fund services is the most complete and low-cost service around. We handle all your needs: tax structuring advice; hedge fund development services (Private Placement Memorandums, LLC Operating Agreements, Subscription Documents, SEC and state filings); review of investor advisor rules in your state; fund and investor accounting and back office services; audit services; and tax compliance and preparation.

New York City Traders Expo

Date: Friday, February 28, 2003 - March 2, 2003 (Booth #1503)
Place: New York Marriot Marquis at 1535 Broadway, New York, NY 10036, (800) 970-4355

Saturday, March 1, 2003, 4:30pm - 6:00pm: Gramercy Room (7th Floor)
" Timely Tax Planning is Crucial for Traders"
Speaker:
Robert Green, CPA and CEO, GreenTraderTax.com
As a trader, you not only need to know the proper tax moves to make, you need to make them on time. In this session, you'll learn about qualifying for "trader tax status" and electing "mark-to-market" accounting. This will allow you to deduct all your trading business expenses and losses as ordinary, which are deductible in full. You'll no longer have to worry about the $3,000 limit for capital losses. Plus, you'll learn how profitable traders can form a single-member Limited Liability Company, which will allow you to create "earned income" – income that can then be used for a tax-deductible retirement plan. In addition, we'll help you avoid tax-avoidance scams, such as the one that suggests you use a C-Corp in a tax-free state as a management company, and a Family Limited Partnership for your trading account. These can cause you to suffer significant losses; if you already fell victim to one of them, we'll show you how to fix it. If you already qualify as a trader and you want to learn how to save even more money, or if you're still reporting your taxes as an "investor" and you want to take advantage of all the tax benefits offered to traders, this is one session you will not want to miss!


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