INVESTORS
OVERVIEW

Welcome Investors
Congratulations – you've found the best tax site for investors!

We offer you all kinds of free information: tax centers, guides, software and a full range of services.
Our goal is integration, ease of use, low costs and maximum tax savings.

Are you an "investor" or a "trader" in the eyes of the IRS?
We explain the key differences below and offer you two distinct lines of products and services to best meet your needs. "Investors" and "traders" share many things when it comes to trading and taxes, but there are also many key differences in their tax status and treatment. Click here to learn more about these differences and how our firm can help you save lots of money.

Education Center: We are proud to provide the Internet's most detailed and informative tax Education Center. Both investors and traders will find plenty of information.

TradeLog accounting software and services: Accounting for your trades can be a real headache, and many traders are lost when it comes to accurately determining their gains and losses and complying with all the complex IRS rules. Wow, do we make it easy for you with our TradeLog products. Need help with the program? We also offer TradeLog accounting services.

GTT Trader Tax Guides: If you are not sure whether you qualify for "trader tax status," we recommend Robert Green's new book The Tax Guide for Traders, published by McGraw-Hill. Learn more about our entire line of trader tax guides, click here.

Preparation: Our core business is to prepare tax returns for our clients all around the country. Click here to see how we can provide special help to you as an investor. You have special needs, and we have the specialized expertise you need.

Consulting: Tax topics are complex. Don't try to figure them out yourself and get the expert answers you need. Many investors sign up for a consultation to discuss their tax file. Some of the most common questions are: Do I qualify for trader tax status? Can I benefit from an entity? How should I handle certain complex trade transactions? How can I lower my tax bill and avoid unutilized losses and deductions?

Entities & Retirement Plans: Did you know that you can put thousands of dollars in your pocket simply by saving money for your retirement? Find out how – hire our firm to form a "GTT Mini 401(k) Retirement Plan" and a "GTT single-member LLC" (investors need an entity for a retirement plan). Before year-end, your LLC pays a fee to you, the manager. You then contribute some or almost all of that fee to your Mini 401(k) plan.

Full Solution: Our goal is to make your tax life easy. We have crafted a full solution with our alliance partners that connects the bridge between your brokerage firm(s), the TradeLog software and our GTT prepared tax returns. No other firm can do this, and if you hire them instead of us, you will find yourself jumping over pitfalls without a bridge. Plus, you will spend more in fees and expenses and not enjoy the tax-saving strategies we provide.

If you have any questions about our investor software and/or services, please contact us at info@greencompany.com or call us.

Are you an "investor" or a "trader" in the eyes of the IRS?

Investors are entitled to certain tax breaks, but they usually come with a price. For example, if you hold a stock for 12 months or longer, and sell it for a profit, you are entitled to the long-term capital gains tax rate, which is lower than standard rates. However, to pay for this benefit, Congress and the IRS subject you to the onerous wash-sale and straddle-loss deferral rules, capital-loss limitations, investment interest expense limitations, and investment expense restrictions and limitations.

Traders can avoid all these pitfalls by rising to the level of "trader." This allows you to gain trader tax status and elect mark-to-market accounting.

Investors and traders face many of the same tax complications: wash sales, straddle rules, constructive receipts, short sales, shorting against the box, short dividends, payments in lieu of dividends, trading in retirement accounts, securities vs. commodities vs. currencies, single-stock futures, Exchange Traded Funds, indices and an ever-growing list of new trading instruments. Most general tax guides, software programs and accountants do not address the complexities of these types of trading activities. On the other hand, our entire business is dedicated to these complex topics. We show you how to navigate the complicated tax rules, both as a trader and an investor, and we show you how to maximize your tax breaks and minimize your tax pitfalls.

If you're an investor, we help you: avoid wash-sale and straddle-loss deferrals; get the most out of your investment interest and expense deductions; minimize capital loss carryovers (unutilized losses); set up an entity to take advantage of our retirement plan and health insurance deduction strategies and; sort out all the complexities of your investment transactions.

Other tax preparation firms will charge you a fortune to list every one of your trades on your tax returns (mostly because the process takes hours if done by hand). However, we have a much better way. As part of our GTT Investor Tax Preparation Service, we use our industry leading TradeLog investment accounting software. The program is inexpensive but very valuable and our preparation service is priced right (see our costs & quote page). We prepare your tax return and give you better results than you could hope to find elsewhere. See how our virtual process is a tremendous money-saver for clients all around the country.

Best of all, if you trade a lot (i.e., all day, every day, even if you have another job and are only a part-time trader), we will monitor your activities closely and advise you when you cross the line into the world of "trader tax status." This gives you business tax treatment, and it's a far better world to be in, tax-wise. We are the country's leading experts on trader tax status, so you are in the right hands. When you become a "business trader," you upgrade to our "trader" line of products, software and services (see the "trader" section of our site). We then show you how to elect mark-to-market accounting, which is crucial for tax savings.