GREEN TRADER TAX GUIDES FOR 2013
PROMOTIONAL PRICING: Extended through
April 30, 2013
20% off all packages and Green's 2013 Trader Tax Guide, which
we just published.
Use Green’s 2013 Trader Tax Guide to receive every trader
tax break you’re entitled to this 2012 tax-filing season, and for
planning in 2013. It includes our latest thoughts, tax strategies, pitfalls,
tweaks, warnings and benefits. (Table
of Contents & Executive Summary.)
Whether you self-prepare your tax returns using consumer tax preparation
software, or engage a CPA firm, this guide — along with our companion
trader tax examples guides — can help you through the process. Many
of our tax preparation clients use this guide to take advantage of our
offerings. We've published our updated trader tax guides every year since
1997 and they remain the gold standard in trader tax. (See
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- Green's 2013 Trader Tax Guide. Includes
everything we think active traders need to know for preparing 2012 income
tax returns and tax planning for 2013. We guarantee this guide will
save you lots of tax money and/or help you avoid pitfalls and errors
in your tax filings. A local tax storefront, consumer tax preparation
program or even a local CPA doesn't know this law inside and out. (Available
in e-book and paperback.)
- 2013 GTT Guide: 2012 Tax Return Examples for Securities
Traders (Individual and Entities). If you are self-preparing
your tax returns or using a tax preparer who is not a trader tax expert,
our tax return examples guides are a must-have item! (e-book)
- 2013 GTT Guide: 2012 Tax Return Examples for Section
1256 Contracts, Futures & Forex Traders (Individual and Entities).
(e-book). We added a PFG
theft loss example.
- GTT Guide: Accounting for Trading Gains and Losses.
If you're lost on accounting and can't use TradeLog, our accounting
solutions may be your last resort. (e-book)
- The Tax Guide for Traders. The e-book version
of Robert Green's hardcover book published by McGraw-Hill in 2004. While
it's still useful, the current year's guides have all the latest changes
in the law, our newest strategies and latest warnings and pitfalls.
- 2013 GreenTraderTax Premium Webinar Membership
(online access to all recordings). See a list of Webinar
recordings and read this testimonial.
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ebook, which many customers already have.
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|2013 GTT Guide: 2012 Tax Return Examples for Securities
Traders (Individual and Entities) - e-book
|2013 GTT Guide: 2012 Tax Return Examples for Section 1256
Contracts, Futures & Forex Traders (Individual and Entities)
|GTT Guide: Accounting For Trading Gains And
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- Feb. 28, 2013. "Robert Green and his associates have
their fingers firmly on the pulse of tax law and how it affects professional
and frequent traders. I frequently lean on Robert to help explain the
nuances of the tax code to my "Electronic Investor" readers
in Barron's. Given the ongoing changes to the tax codes, it's great
to have Green's 2013 Trader Tax Guide available to explain
how the changes affect your particular tax situation, and how to manage
your tax bill effectively." Theresa W. Carey, Contributing
Editor, Barron's, "The
- Feb. 20, 2013. "Running a brokerage firm that caters
to active traders, each year we hear concerns from our clients about
their local accountant's inability to properly handle tax returns involving
voluminous securities transactions. It is gratifying to know that we
can refer our clients to Robert Green, a leader and expert in active
trader tax accounting. Over the years, Robert has handled tax education
and actual tax preparations for hundreds of our clients, and through
the process, saved them a great deal of money and aggravation. Trader
tax reporting is becoming more complicated every year due to new regulations.
It would behoove anyone who considers themselves an active trader to
read Green's 2013 Trader Tax Guide." Michael Sedek
-Chief Customer Officer, Lightspeed Trading LLC
- Feb. 15, 2013. "Trader Tax Status, Section 1256 contracts,
Section 475 MTM — it's all so confusing. And although there are
lots of tax breaks available to traders, most don't take advantage which
costs them thousands! Green's 2013 Trader Tax Guide is well
structured and explains the tax breaks available to you. Robert Green
puts a lot of time and money in researching the ever-changing tax laws
and lays out his findings in 14 chapters. Learn how you can deduct home
office and education expenses, how to deduct losses, how to form entities,
retirement plans for traders and much more. This guide costs you less
than $50, but it could save you thousands. Your local accountant doesn't
know about these specifics! It doesn't matter whether you are new to
trading or have been trading for a while. It doesn't matter whether
you are making money trading or you had a rough year. THIS GUIDE will
show you how to maximize tax benefits on your 2012 tax filing and get
even more tax breaks for 2013." Markus Heitkoetter, CEO
of Rockwell Trading.
(We just did an excellent Webinar for Rockwell Trading showcasing
Green's 2013 Trader Tax Guide. Click
here to watch it.)
- Feb. 15, 2013. "Bob's advice has saved me tens of thousands
of dollars and he has guided several of my friends safely thorough an
audit. I trust no one else more on the subject of trader taxes."
Rob Booker, Host, The
Trader's Podcast (Listen to Rob interview me on The
Traders Podcast (Episode 57) about IRS audits for traders. We have
a full chapter on IRS audits in Green's 2013 Trader Tax Guide.)
- Feb. 15, 2013. "I've known of Bob Green for years, and
started working with him and his team to help me with my own taxes.
I'm impressed with Bob's contributions to industry, he led the way when
it came to helping active traders like myself figure out the wash-sale
tax law implications, and so much more, with his webinars, industry
appearances and publications like his 2013 Trader Tax Guide.
I highly recommend Bob Green and his CPAs at GreenCompany.com for all
active day and swing traders. It really helps to work with someone like
Bob who specializes in trader taxes; something that was beyond my regular
CPA's knowledge. Bob and his staff are friendly, professional, responsive
and accurate." Ken Calhoun, President - DaytradingUniversity.com.
- Feb. 15, 2013. "Robert Green is the preeminent trader
tax expert in the country. Anyone who trades part time or full time
should tap Robert's vast experience by reading this book. Without his
specialized knowledge, you could be setting yourself up to make costly
mistakes. Don't guess on the tax rules — let Robert be your guide."
Tim Bourquin, TraderInterviews.com
- Feb. 15, 2013. "Robert has become a go-to industry expert
for forex traders, helping them navigate what can appear to be an intimidating
and insurmountable task during tax time. His advice and wealth of knowledge
has laid vital groundwork for forex trading tax guidance, without which
many traders would be lost." Jason Andrus, Vice President,
Social Media and Brand Management, FXCM
- Feb. 16, 2013. "Robert Green is the 'go-to' guy for
trader taxes. It has always been a pleasure working with him."
Dan Blystone, Founder TradersLog.com
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See all the great reviews on Amazon.
Tax Guide for Traders Book Review from
AUG. 31, 2004
Are You a Pro?
The Tax Guide for Traders can help you figure out if you qualify as a
Frequent traders spend all kinds of time and energy figuring out how
to make money on lots of little trades. If enough time is not devoted
to figuring out the complex taxes involved, they could blow much of their
profit. Robert A. Green, a Manhattan accountant who has built a practice
specializing in trader tax law, has put all he has learned into a new
book, The Tax Guide for Traders, published by The McGraw-Hill Companies
(which also owns BusinessWeek Online).
Green gives the kind of advice that accountants less familiar with the
world of trading might not offer. For example, he encourages all traders
to see if they'll qualify for professional trader tax status, even if
they don't end up taking all of the benefits. "Gaining trader tax
status is beneficial in all circumstances," he writes.
KEY QUESTIONS. The tricky thing about gaining trader status, Green explains,
is that most of the rules were written before online trading really took
off. They reflect a black-and-white view of professionals vs. amateurs
that doesn't necessarily hold anymore.
Because of the ambiguity, Green suggest traders ask themselves a number
of questions before defining their status: Do they seek to take advantage
of daily moves in the market? Is their activity substantial? Do they only
hold stocks for a short time?
The benefits of professional status include the ability to write off
a greater number of trading-related expenses and a reduction in paperwork,
Green points out.
The rest of the book contains technical information on commodities, audits,
extension, and other issues that might be of greater interest to accountants
than to traders. However, the discussion of who qualifies as a trader
will make the book worthwhile for those who aren't accountants.
The Tax Guide for Traders
The McGraw-Hill Companies
$55 (retail price)
Editorial Reviews (as of 10/8/04)
The Tax Guide for Traders, by Robert A. Green
Active traders and investors have special needs to consider when it comes
to taxes. A wrong decision on trader status, missing an extension for
mark-to-market, or allocating net operating losses to the wrong year can
end up costing a trader thousands of dollars and headaches with the IRS.
A trader wading into the thicket of trader tax law without guidance is
more than likely to regret it.
The Tax Guide to Traders from tax expert Robert Green fills this niche
nicely, supplying active traders with a complete guide to all the major
tax issues facing them. The writing is accessible and very readable (Jeff
Ponczak of Active Trader magazine will edit the manuscript before submission).
It is not dull accounting type reading, but rather very hands-on, practical
material that covers issues traders face every day. The Tax Guide for
Traders discusses every key aspect of the tax situation as traders face
Topics covered include: How to set up various trading businesses depending
on individual requirements: sole proprietor traders, active investors,
proprietary traders, hedge fund traders, entity traders, part-time traders;
Key differences between state tax law and federal law (including information
on the recently passed tax bill); Trader tax status, year-end tax planning,
extensions, and filing strategies; Examples of specific tax forms for
specific types of traders; How to account for gains and losses with thousands
of trades; The importance of "mark-to-market"; What to do in
case of an IRS audit; The difference in tax treatment for commodities,
securities, and currencies; Deductions, self-employment taxes, expenses,
and retirement plans.
The author advocates keeping tax issues as simple as possible. He is an
experienced tax expert with insights into how the IRS operates (red flags,
important case law, etc.) and offers excellent advice on how to avoid
trouble before it starts.
About the Author
Robert A. Green, C.P.A. is the CEO of GreenTraderTax.com, which
specializes in tax information and services for traders, investors, and
the financial industry.
Taxes play an integral role in trading success, yet no book today
clearly and adequately explains the tax issues that are unique to active
traders and investors. The Tax Guide for Traders provides traders with
practical material on how to minimize the impact taxes have on their hard-won
Written in a hands-on style that appeals to traders as opposed to accountants,
it discusses the best ways to set up a trading business, key tax forms
and how to use them, tax treatment for specific types of securities, what
to do in case of an audit, and much more.
Book Review (January 2005 issue)
by: Elizabeth Thompson
The Tax Guide for Traders
By: Robert A. Green, CPA
Publisher: McGraw-Hill, 2005
Before we know it, the tax season will be upon us. Our W-2s will be handed
out at the office or mailed to our homes. For many, this season can be
more unbearable than a bitter Midwestern winter, and the IRS, with its
ever-changing tax code, does little to warm us up to the whole dreaded
process of filing taxes.
For active traders, in particular, tax season can present a daunting
task. There is so much more to consider than just total taxable income
or standard exemptions. For example, are traders taxed in the same way
as investors; does an individual trader file the same as a proprietary
trader; what expenses can be deducted; does a securities trader file the
same way as a futures trader?
Fortunately, for the 2004 tax year, traders have a new desk reference:
The Tax Guide for Traders by Robert A. Green, CPA. Green answers these
questions and many others in his new book, and while it is not laid out
like reference book – there are no tabs sticking out of the side
to help you thumb through it, for example – its use as reference
is most certainly the top function of this text. After all, this is a
book on taxes, not a late-night page turner. Nor will every trader have
to read every page of this book, but it is, nonetheless, a book every
active trader should have. Green explains the IRS filing and accounting
procedures for securities traders, commodities traders and currency traders,
also mindful of newer products such as certain index futures and single
Of course, Green covers the basics first, specifically how a trader determines
if he is legally considered a trader for tax purposes. For example, to
be considered a trader in the eyes of the IRS, one must trade substantially
on a regular basis and seek to take advantage of daily price movements,
as opposed to long-term investing. He then expounds on these broad definitions
to help readers determine their status. In addition to these guidelines,
Green reviews the required status for day traders, proprietary traders,
part-time traders and even non-U.S. resident traders, leaving no stone
unturned when it comes to explaining tax law for every type of trader.
And there are many.
After helping readers to determine whether they actually are traders,
probably the most interesting and beneficial chapter may be “Entities
for Traders.” In this chapter Green explains how traders may form
an entity in order to capitalize on tax law – this, no doubt, is
what every trader wants to know. As Green says, “A business trader
is by default, a sole proprietor. Although this status is good enough
to unlock numerous tax breaks, forming an entity can in some cases be
the preferred route for traders.” He goes on to explain several
entities in detail, such as the husband-and-wife partnership or the single-member
LLC. In addition, Green lays out the financial benefits of creating such
entities with thorough examples in which he compares the taxes under a
sole proprietorship and an entity. The tax savings add up to thousands
of dollars, reason enough for traders to further explore and understand
the tax code.
Like this chapter, all others have been written with great attention
to detail. And again, while every trader may not benefit from every bit
of information in this book, Green’s attention to detail is crucial
for traders looking to seize opportunities afforded them in the tax code,
particularly because not every accountant is well-versed in trader accounting
This book gives traders tax knowledge they need, arming them with information
to 1) learn how to file their own returns properly, if they have the wherewithal;
or 2) ask the right questions of their accountant when they make the awful
trek to his/her office in the dead of winter. While it may not warm traders
up to the idea of doing taxes, this book certainly would be an indispensable
text on any trader’s bookshelf.