EDUCATION CENTER
INTERACTIVE: TRADE SHOWS

Green, Bartholomew and customers at
Traders Expo NYC Feb 2013

The Traders Expo
New York City | February 17– 19, 2013• Marriott Marquis Hotel
Booth# 6512

Robert A. Green CPA presented a free Educational Workshop (1 hour). We had a packed room with every seat taken, people standing and sitting on the floor. Thanks for coming and it went very well!

If you want Mr. Green's power point presentation, please join our email list above, as we plan to send an email with a link soon.

Green's 2013 Trader Tax Guide paperback edition was a huge hit at the Expo. Mr. Green signed the paperback in our booth, and we sold out our big inventory. We have more paperbacks in our office ready to ship now by Priority Mail, so get your paperback and e-book today. Our 20%-off promotion on guides and packages runs through the end of February.

Trader tax law update: Current developments, tax preparation tips, business treatment, key tax elections, entities and retirement plans
Monday, February 18, 2013, 8:00 am - 9:00 am

• Tax changes and reform are in the works, including ObamaCare 3.8% Medicare tax on unearned (investment) income, and the fiscal-cliff tax hikes on upper-income taxpayers, both starting Jan 1, 2013. Learn what tax moves to make in 2013 to improve your situation.
• The IRS phased in controversial cost-basis reporting rules for securities in 2011, 2012 and 2013. Will brokers issue error-prone 1099-Bs again in 2012? Learn how to file Form 8949 for tax year 2012, and avoid it all together in 2013 with either a Section 475 MTM election, or an entity.
• Learn how to save $8,000 to $25,000 or more with trader tax status and discover key trader tax strategies and tax elections. Investors have important elections to make, too.
• Learn how to qualify for and claim trader tax status even after the year-end. Green will show you how to prepare a trader tax return for 2012 with maximum tax benefits.
• There are key tax treatment differences between securities, futures, all types of options, ETFs, forex, precious metals and more. In some cases, you can choose which tax treatment is best for you.
• Entities are a way to avoid the red flags associated with Schedule Cs for sole proprietor business traders, and they unlock additional tax breaks including retirement plans and health-insurance premiums. Learn about the best types of entities and retirement plans for traders.

Prior Shows:

The Traders Expo
Las Vegas | November 14 – 17, 2012 • Caesars Palace
Click here to learn more and register.

Mr. Green is presenting a free educational workshop (with Webcast) and a paid-intensive half-day session.

Traders Expo Podcast Interview with Robert Green.
Trader Talk Podcast: Year-End Tax Planning for Traders. Click here.

Educational Workshop - one hour
Selected by MoneyShow for Webcast. Click here to register for the Webcast.
Thursday, November 15, 8:00 am - 9:00 am
Trader tax law update: Current developments, year-end planning, business treatment, key tax elections, entities and retirement plans
Click here for Power Point Slides

• Tax changes and reform are in the works, including expiration of Bush-era tax cuts. Learn what tax moves to make before year-end 2012 to improve your situation.
• The IRS phased in controversial cost-basis reporting rules for securities in 2011 and 2012. Will brokers botch 1099-Bs again? Learn how to file Form 8949 for tax year 2012, and avoid it all together in 2013.
• Learn how to save $8,000 to $25,000 or more with trader tax status and discover key trader tax strategies and tax elections. Investors have important elections to make. Learn how to qualify for and claim trader tax status even after the year-end. There are key tax treatment differences between securities, futures, all types of options, ETFs, forex, precious metals and more. In some cases, you can choose which tax treatment is best for you. Entities are a way to avoid the red flags associated with Schedule Cs for sole proprietor business traders, and they unlock additional tax breaks including retirement plans and health-insurance premiums. Learn about the best types of entities and retirement plans for traders.

Paid-Intensive - four hours
Wednesday, November 14, 8:00 am - 12:00 pm
Taxes for Traders. Click here to register for the Expo, and afterwards Green's paid event.
Join noted trader tax expert Robert A. Green, CPA, CEO of GreenTraderTax and author of The Tax Guide for Traders and Green's 2012 Trader Tax Guide, as he explains key tax and business strategies for all types of traders. Learn how to qualify for trader tax status to unlock a full assortment of business tax breaks. Investors and business traders should consider different types of elections; they can make a world of a difference! Don't get trapped with losses and expenses you can't deduct and don't overpay taxes on your trading gains. This course should save you big tax dollars. Robert has worked with thousands of traders over the years, and he knows the ins and outs of entity formation, tax preparation and planning. A local CPA is likely to miss out on certain trader tax rules, deductions and nuances, but Robert Green won't. After this course, you won't either.

Topics include:

• How to qualify for trader tax status (rather than investor status).
• Tax deductions for business traders, including home-office, pre-business education and seminars, start-up costs and other valuable deductions. (Investors get much fewer expense deductions.)
• Tax treatment differences in securities, futures, options, ETFs, forex and precious metals.
• How to navigate between available elections including: Section 475 MTM (business ordinary loss treatment), Section 1256 (futures 60/40 tax rates), Section 988 (forex), special tax rules for ETFs (securities, commodities, precious metals) options, foreign futures and more.
• Unique accounting challenges with forex accounting, and using TradeLog software for securities.
• Robert will cover the new cost-basis reporting rules for securities in 2011 and 2012. Learn how to file Form 8949 for tax year 2012, and avoid it all together in 2013.
• The benefits of forming a trading entity such as a general partnership, an LLC or S-Corp. How to set up your trading business in the best way possible with low-cost solutions. How to spot dangerous mutli-entity and asset protection schemes marketed by accountants and attorneys claiming to be trader tax experts.
• Entity accounting: accounting for start-up costs (Section 195), organizational costs (Section 248), hardware and software for depreciation, initial capital contributions, debt, home-office deductions and more. Getting off on the wrong foot can jeopardize many good tax deductions. Education expenses are usually challenging to deal with.
• IRS and state tax exams, appeals and tax court cases are on the rise for traders. Robert will explain the latest IRS and state attacks, and offer his special strategies for winning these exams.
• Retirement plans — Robert will describe how to legitimately create enough earned income to save more taxes with an Individual-401(k) retirement plan than you owe in self-employment taxes on that earned income. Married couples can save $17,000 or more with these strategies.
• Tax changes and reform are in the works, including expiration of Bush-era tax cuts. Robert will bring you up to speed on the latest changes. Learn what tax moves to make before year-end to improve your situation.

All attendees will receive a copy of Green's 2012 Trader Tax Guide.
*$245 per person if purchased by October 31; $295 per person if purchased after October 31. Includes refreshments.

The Traders Expo
Dallas | June 6 – 8, 2012 • Hyatt Regency Dallas at Reunion
Click here to learn more
Click here for Mr. Green's Speaker Page.

Videos produced by MoneyShow.com featuring Robert A. Green recorded at the Traders Expo Dallas on June 6, 2012. The MoneyShow videos are produced in flash, so sorry no viewing on iPad or iPhone.

• Tax Cuts Now, Tax Reform Later - Released: 6/12/2012
  Extending the Bush tax cuts now and saving tax reforms for after the elections would be the most responsible and logical decision on the part of Congress, explains Robert Green.
• Tax Flubs That Can Cost You Thousands - Released: 6/12/2012
  Complex new trader tax legislation is already creating havoc among brokers, and for taxpayers, misinterpreting the rules could mean overpaying by thousands, warns Robert Green.
• Deadly Tax Gains Dangerous Traction - Released: 6/12/2012
  The controversial financial transaction tax could have ruinous effects in America, says Robert Green, and with the tax holding traction in Europe, its defeat is not a foregone conclusion.

Mr. Green presented a free educational workshop and a paid-intensive half-day session. Thanks to all that attended, the Expo said we had the biggest turnout to our paid-class. Make sure to get your course materials.

Educational Workshop - one hour
Thursday, June 07, 2012, 8:00 am - 9:00 am
Trader tax law update: Current developments, business treatment, key tax elections, entities and retirement plans

• Tax changes and reform are in the works, including expiration of Bush-era tax cuts at the end of 2012. In 2011, the IRS phased in controversial cost-basis reporting rules, but brokers botched the reporting on 1099-Bs, causing a filing mess for securities traders. Learn how to deal with these new rules on your extended 2011 tax filings (due Oct. 17, 2012) and plan for 2012 filings.
  
• Learn how to save $8,000 to $25,000 or more with trader tax status and discover key trader tax strategies and tax elections. Investors have important elections to make. Learn how to qualify for and claim trader tax status even after the year-end. There are key tax treatment differences between securities, futures, all types of options, ETFs, forex, precious metals and more. In some cases, you can choose which tax treatment is best for you. Entities are a way to avoid the red flags associated with Schedule Cs for sole proprietor business traders, and they unlock additional tax breaks including retirement plans and health-insurance premiums. Learn about the best types of entities and retirement plans for traders.

Paid-Intensive - four hours
Taxes for Traders. Click here to register.
Wednesday, June 06, 2012 | 8:30 am - 12:30 pm
Join noted trader tax expert Robert A. Green, CPA, CEO of GreenTraderTax and author of The Tax Guide for Traders and Green's 2012 Trader Tax Guide, as he explains key tax and business strategies for all types of traders. Learn how to qualify for trader tax status to unlock a full assortment of business tax breaks. Investors and business traders should consider different types of elections; they can make a world of difference! Don't get trapped with losses and expenses you can't deduct and don't overpay taxes on your trading gains. This course should save you some big tax dollars. Robert has worked with thousands of traders over the years, and he knows the ins and outs of entity formation, tax preparation, and planning. A local CPA is likely to miss out on certain trader tax rules, deductions, and nuances, but Robert Green won't. And, after this course, you won't either. There's been plenty of change on the tax and regulatory front this past year and Robert will bring you up to date.

Some of the topics he will cover:

• How to qualify for trader tax status (rather than investor status).
• Tax deductions for traders, including home-office, pre-business education and seminars, start-up costs, and other valuable deductions.
• Tax treatment differences in securities, futures, options, ETFs, forex and precious metals and how to navigate between available elections including: Section 475 MTM (business ordinary loss treatment), Section 1256 (futures 60/40 tax rates), Section 988 (forex), special tax rules for ETFs (securities, commodities, precious metals) options, foreign futures, and more.
• Trade accounting challenges, in using TradeLog software for securities, and back-up accounting techniques such as the performance record and inventory approaches. Unique accounting challenges with forex accounting. In 2011, the IRS phased in controversial cost-basis reporting rules, but brokers botched the reporting on 1099-Bs, causing a filing mess for securities traders. Learn how to deal with these new rules on your extended 2011 tax filings (due Oct. 17, 2012) and plan for 2012 filings.
• Entities: The benefits of forming a trading entity such as a general partnership, an LLC or S-Corp. How to set up your trading business in the best way possible with low-cost solutions. How to spot dangerous mutli-entity and asset protection schemes marketed by accountants and attorneys claiming to be trader tax experts.
• Entity accounting: The first important aspect of tax savings with a new entity is accounting for start-up costs (Section 195), organizational costs (Section 248), hardware and software for depreciation, initial capital contributions, debt, home office deductions, and more. Getting off on the wrong foot can jeopardize many good tax deductions. Education expenses are usually challenging to deal with.
• IRS and state tax exams, appeals and tax court cases are on the rise for traders. Robert will explain the latest IRS and state attacks, and his special strategies for winning these tax exams.
• Setting up a retirement plan--a difficult task for traders considering trading produces income that is different from "traditional" income. Robert will describe how to legitimately create just enough earned income to save more taxes with an Individual-401(k) retirement plan than you owe in self-employment taxes on that earned income. Married couples can save $17,000 or more with these strategies.
• Tax planning-- Tax changes and reform are in the works, including expiration of Bush-era tax cuts at the end of 2012. There are special tax-planning strategies for traders to consider in 2012.

All attendees will receive a copy of Green's 2012 Trader Tax Guide, which has 40 percent new content.

*$245 per person if purchased by May 22; $295 per person if purchased after May 22.
Includes refreshments.

The Traders Expo
New York City | February 19 – 22, 2012 • Marriott Marquis Hotel
Booth# 6312: Come meet us in the Exhibit Hall, we will have some show specials.

Open Recording Studio Interview:
Video Studio 2:
Date/Time: Sunday, February 19th from 5:00 pm - 5:30 pm
On location 6th Floor Exhibit Hall
Watch live as MoneyShow interviews Robert Green for new videos. Click here for prior videos.

Robert A. Green CPA presents a free Educational Workshop (1 hour). and a Stage Presentation (30 minutes). For futher details, see Robert Green's Speaker page and the Company's Exhibitor page at NYC Traders Expo Website. Register free.

Free Educational Presentation:
Monday, February 20, 2012, 8:00 am - 9:00 am
Trader Tax Law Update: Business Treatment, Elections, Entities, and Retirement Plans
Click here for power point presentation.

• Description: Tax changes and reform are in the works, including expiration of Bush-era tax cuts at the end of 2012. Will traders be able to retain lower tax rates on futures (including forex in some cases), business expense treatment using trader tax status and Section 475 ordinary loss treatment? Will traders be able to continue excluding trading gains from social security taxes? A flatter tax code may include one tax rate (no capital gains rate) and also limit itemized deductions. That negatively impacts investors much more than business traders. Robert Green covers these latest developments.

Learn the dos and don'ts of trader tax status, including how to qualify for these business tax breaks; key tax treatment differences between securities, futures, options, ETFs, forex and more; tax elections and when to make them; using entities to unlock AGI deductions including retirement plans and health insurance premiums; the best type of entities and retirement plans for traders; and how to handle pre-business education expenses, while staying clear of promoters' false promises for education deductions using poor multi-entity schemes.

State Presentation:
Tuesday, February 21, 2012, 10:00 am - 10:30 am
Tax Threats to Traders, Current Developments, and Our Latest Cutting-Edge Tax Strategies

• Description:A financial-transaction tax (FTT) proposal is brewing in Europe, and it could upset your trading business. If FTT comes to the US, it will put traders out of business. Join TradersAdvocacy.org to help fight against FTT.
  
• Tax reform changes are in the works, including expiration of Bush-era tax cuts at the end of 2012, plus tax extenders and payroll tax cuts expiring soon in 2012. The IRS and states are turning up the heat on traders too. Learn how these changes may affect you, and the best ways to deal with them.
  
• There are other threats looming like a reining in of HFT, rule-making for Dodd-Frank financial regulations, and other changes from the SEC, CFTC, NFA and exchanges. Learn our cutting-edge tax reporting strategies for filing 2011 tax returns, and planning strategies for 2012.

The Traders Expo
Las Vegas | November 16 – 19, 2011 • Bally's/Paris Las Vegas
Robert A. Green CPA 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 the live presentation (60-minutes).
Click here to see the slides that Green prepared to accompany this event.

• Description: Tax changes are in the works, including expiration of Bush-era tax cuts and Super Committee-led tax reform. Will traders be able to retain lower tax rates on futures (including forex in some cases), business expense treatment using trader tax status and Section 475 ordinary loss treatment? Will traders be able to continue excluding trading gains from social security taxes? A flatter tax code may include one tax rate (no capital gains rate) and also limit itemized deductions. That negatively impacts investors much more than business traders. Robert Green covers these latest developments.
  
• Learn the dos and don'ts of trader tax status, including how to qualify for these business tax breaks; key tax treatment differences between securities, futures, forex and more; tax elections and when to make them; using entities to unlock AGI deductions including retirement plans and health insurance premiums; the best type of entities and retirement plans for traders; and how to handle pre-business education expenses, while staying clear of promoters' false promises for education deductions using poor multi-entity schemes.

Paid Intensive Workshop
Thursday, November 17, 2011, 1:30 - 5:30 pm.
TAXES FOR TRADERS
Join noted trader tax expert Robert A. Green, CPA, CEO of GreenTraderTax, and author of The Tax Guide for Traders and Green's 2011 Trader Tax Guide, as he explains key tax and business strategies for all types of traders. Learn how to qualify for trader tax status to unlock a full assortment of business-tax breaks. Investors and business traders should consider different types of elections; they can make a world of a difference! Don't get trapped with losses and expenses you can't deduct and don't overpay taxes on your trading gains. This course should save you some big tax dollars! Robert has worked with thousands of traders over the years, and he knows the ins and outs of entity formation, tax preparation, and planning. November is a perfect time for doing key year-end tax planning. A local CPA is likely to miss out on certain trader tax rules, deductions and nuances, but Robert won't. And, after this course, you won't either. There's been plenty of change on the tax and regulatory front this past year and Robert will bring you up to date.

Some of the topics he will cover:

• How to qualify for trader tax status (rather than investor status).
• Tax deductions for traders, including home-office, pre-business education and seminars, start-up costs, and other valuable deductions.
• Tax treatment differences in securities, futures and forex and how to navigate between available elections, including: Section 475 MTM (business ordinary loss treatment), Section 1256 (futures 60/40 tax rates), Section 988 (forex), special tax rules for ETFs (securities, commodities, precious-metals) options, foreign futures and more.
• Trade-accounting challenges, software for securities, and accounting techniques such as the performance-record and inventory approaches. Accounting challenges with forex accounting.
• Entities: The benefits of forming a trading entity such as a general partnership, an LLC or S-Corp. How to set up your trading business in the best way possible with low-cost solutions.
• How to spot dangerous multi-entity and asset protection schemes marketed by accountants and attorneys claiming to be trader-tax experts.
• Entity accounting: The first important aspect of tax savings with a new entity is accounting for start-up costs (Section 195), organizational costs (Section 248), hardware and software for depreciation, initial capital contributions, debt, home office deductions and more. Getting off on the wrong foot can jeopardize many good tax deductions.
• IRS and state tax exams, appeals and tax court cases are on the rise for traders. Robert will explain the latest IRS and state attacks, and his special strategies for winning these tax exams.
• Setting up a retirement plan - a difficult task for traders considering trading produces income that is different from "traditional" income. Robert will describe how to legitimately create just enough earned income to save more taxes with an Individual-401(k) retirement plan than you owe in self-employment taxes on that earned income.

Course materials: You will receive Green's 2011 Trader Tax Guide.

*$245 if purchased by November 2, $295 if purchased after November 2; includes refreshments.

The Traders Expo New York, Feb. 20-23, 2011. Marriot Marquis Hotel
Robert A. Green is presenting both of the Traders Expo's tax sessions; the free Educational Workshop (1 hour) and the more in-depth paid session (4 hours).
Please visit our booth #6102 to meet Robert A. Green CPA, Darren Neuschwander CPA, Adam Manning CPA, Roger Lorence JD and Christie Kam CPA.
Click here for Green's classes.
Click here to register for the event in general.

Free Educational Presentation.
Monday, Feb. 21, 2011 from 8:00am to 9:00am
Trader Tax Law Update: Business Treatment, Elections, Entities, and Retirement Plans.
First come, first served on seating.

• Description: Tax changes are in the works, including expiration of tax cuts and deficit commission-led tax reform. Will traders be able to retain lower tax rates on futures (including forex in some cases), business expense treatment using trader tax status and Section 475 ordinary loss treatment? Will traders be able to continue excluding trading gains from social security taxes? A flatter tax code may include one tax rate (no capital gains rate) and also limit itemized deductions. That negatively impacts investors much more than business traders. Robert Green covers these latest developments.
  
  Learn the dos and don'ts of trader tax status, including how to qualify for these business tax breaks; key tax treatment differences between securities, futures, forex and more; tax elections and when to make them; using entities to unlock AGI deductions including retirement plans and health insurance premiums; the best type of entities and retirement plans for traders; and how to handle pre-business education expenses, while staying clear of promoters' false promises for education deductions using poor multi-entity schemes.

Paid-Intensive Workshop
Sunday, February 20, 2011 from 8:00 am - 12:00 pm. Click here.
Join noted trader tax expert Robert Green, CPA, CEO of GreenTraderTax, and author of The Tax Guide for Traders and Green's 2010 Trader Tax Guide, 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. *$245 if purchased by February 3, $295 if purchased after February 3

Las Vegas Traders Expo Nov. 17-20 2010.
Robert A. Green taught 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.
Click here to register for the event in general.

Power Point Slides. Robert covered the first part (21 slides) in the Educational Workshop and the entire presentation (49 slides) and more in his Paid Class.

Friday, Nov. 19, 8:00-9:00 a.m. Free Educational Presentation -- Trader Tax Law Update: Business Treatment, Elections, Entities, and Retirement Plans.
First come, first served on seating. There will probably be a Webcast of this event too.

Description: 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 vs. futures, IRS enforcement actions, potential financial-transaction taxes, potential repeal of carried interest breaks for investment managers, Roth IRA conversions, tax changes 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.

Friday, Nov. 19, 2010 1:30-5:30 p.m. Taxes for Traders
$245 per person if purchased by Nov. 4; $295 per person if purchased after Nov. 4
Click here to register for this in-depth paid class.

Paid Class Description: Robert Green explains the difference between traders and investors come tax time. There are significant tax benefits for traders, 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 a variety of topics:
How to qualify for trader tax status (rather than investor status).

Tax deductions for traders, including home-office deductions.

Tax treatment differences in securities, futures and forex and how to navigate between available elections, including: Section 475 MTM (business ordinary loss treatment), Section 1256 (futures 60/40 tax rates), Section 988 (forex), hedging rules, foreign futures and more.

Trade-accounting challenges, software for securities, and accounting techniques such as the performance-record approach and inventory approach.

The benefits/drawbacks of forming a trading entity such as a general partnership or an LLC. Robert will walk you through how to set up your trading business in the best way possible. His low-cost solutions maximize tax benefits.

How to spot dangerous entity schemes marketed by accountants claiming to be trader-tax experts. Their multi-entity scams promise pre-business education deductions without trader tax status and other “benefits” – all of which will not stand up to IRS exam.

IRS exams are on the rise. Robert will explain his special strategies for winning tax exams.
Setting up a retirement plan – a difficult task for traders considering trading produces income that is different from "traditional" income. Robert will describe how to legitimately create just enough earned income to save more taxes with a Mini-401(k) retirement plan than you owe in self-employment taxes on that earned income. The same strategy generates health-insurance premium deductions too. This is a good year to consider a Roth IRA conversion strategy and Robert will explain the detailed tax planning strategies.

2010 is a year of intense tax and financial-regulatory changes. Robert has been defending traders and investment managers against: a proposed financial-transaction tax; repeal of carried-interest tax breaks; repeal of the S-Corp SE tax loophole; expiring tax cuts; forex leverage reductions; regulatory actions; and much more. There are many new 1099 reporting rules to deal with too. New health care taxes on investment income don’t kick in until 2013.

You will come out of this class with a good understanding of the current business, regulatory and tax landscape for operating a trading business. Robert 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 ease your mind.

Course materials: You will receive Green’s 2010 Trader Tax Guide prior to the course, so you can read it first if you like.

Virtual Traders Expo based on The New York Traders Expo, March 2, 2010
If you missed Robert Green's tax workshop at The New York City Traders Expo on 2/16/10, we invite you to attend the Virtual Traders Expo to watch a live Webcast of his workshop.
Please join Robert's Live Chat afterwards.
Click here to learn more and register (it's free).
View schedule (see Robert Green listed on top).
Power Point Presentation

• March 2, 2010, 9:30 am - 10:30 am EST
  FREE Educational Presentation
  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.
  
  Green discussed problems with other trader tax speakers covered on our blog.
  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
  
  
• March 2, 2010, 12:20 pm - 12:40 pm ET. Live Chat with Robert A. Green

The Traders Expo • New York City, 2010
February 14-17, 2010

• Thanks for visiting us in our booth # 6102. Robert A. Green, CPA,
  Darren Neuschwander, CPA and Adam Manning, CPA.
  Photo from our booth. Left-to-right: Green, Neuschwander and Manning.
  
  
• Robert Green taught the free tax workshop.
  Tues. 2/16/2010, 8:00 AM - 9:00 AM Workshop Type - WS.
  Trader Tax Law Update: Business Treatment, Elections, Entities, and Retirement Plans.
  Power Point Presentation
  Available as a Virtual Show on March 2, 2010, see details above.

The Traders Expo • Las Vegas, 2009
November 18-21, 2009; Mandalay Bay Resort.

Thank you to all who attended, it was a great show and Robert enjoyed meeting you.

Robert also recorded four studio video segments with Karen Gibbs of MoneyShow.com and these segments should be published soon here, where you can see other free videos from prior shows now.

Robert A. Green taught 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.

Friday, Nov 20, 2009, 08:00 AM - 09:00 AM, Classroom Training.
Save Taxes, Keep the IRS Off Your Back, and Learn How to Set-Up Your Own Trading Company and/or Hedge Fund.

Webcast. This classroom will be Webcasted live and archived later on too. Click here.
This Webcast should be available soon for download or streaming. Stay tuned.

Friday, Nov 20, 2009, 01:30 PM - 05:30 PM, "Taxes for Traders"
*This is a paid event and requires a ticket.
$245 per person if purchased by November 4; $295 if purchased after November 4.
Click here for more information and to register.
See Power Point Presentation above. We covered all 53 slides and much more in this intensive four-hour session.

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.

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.

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.

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.

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.