INVESTMENT MANAGEMENT
Accounting Services

Our CPA firm Green NFH, LLC focuses on providing tax compliance services to funds, managers and traders. We are leaders in trader tax services and some successful traders grow into investment management, too.

We no longer offer accounting services to hedge funds.

GreenTraderFunds.com works closely with other accounting service providers:

  • Accounting: We can recommend other service providers for monthly and annual accounting for the fund, including preparation of investor capital statements. The accounting provider should consult with you on setting up effective internal controls. Choosing a good accounting provider is key to acheiving financial reporting objectives, such as preparation of reliable financial statements. It's important to be sure your fund is auditable, when needed.

    Some incubator funds want to save on accounting fees and they choose to do their own accounting, or cut corners with unqualified service providers. This can render a fund unauditble, which defeats a purpose of the incubator fund. If you are okay using your incubator fund as your own retail trading vehicle, then just preparing annual income taxes may be all that is needed. Green NFH, LLC can perform this tax compliance on your incubator fund. We can also advise you on how to scale up again to accepting investors in the fund later on. The key is starting proper accounting books and records and becoming auditible for that period going forward.

If you want a referral for accounting services, please email us at hedgefunds@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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