promotion on tax compliance services.
Expo NYC, Green is teaching free and paid trader tax classes (Feb
- 2013 guide
promotions: 50%-off, or regular price with free upgrades to 2014
- Tax Court Right To Deny Endicott Trader Tax Status (blog,
The IRS also just denied Nelson.
- Learn the DOs and DON’Ts of using IRAs (blog,
- The IRS needs to fix their proposed regulations for the Net
Investment Tax (blog,
tax losses (blogs)
interviews of Robert Green @ Traders Expo NYC on Feb. 19, 2013
Trader articles written by Green.
Reporting Crisis, Media (WSJ, Barron's) & Solutions
Attend some of our upcoming Webinars and watch some of the archives.
Watch MoneyShow.com videos featuring Green on various trader tax topics.
Green writes for Active
Fidelity's newsletter and other publications. See recent interviews of
Green in Barron's,
York Times and other leading media.
The IRS and states are turning up the heat on traders, the rich, offshore
and more. The best people to have in your corner are our CPAs and tax attorneys.
We just won another big IRS exam on trader tax (testimonial).
A married couple filing as business traders can save an additional $10,000
to $17,000 with adjusted gross income (AGI) tax deductions for individual
401(k) retirement plans and family health insurance premiums. Learn the
DOs and DON’Ts of using IRAs and other retirement plans in trading
activities and alternative investments.
We take a quick look over your tax returns and list our comments, questions,
errors, corrections and areas for improvement. For just $99, you can sleep
better at night.
Reporting investments has become more complex, so we are pleased to announce
GreenInvestorTax.com, our new value-added services focused on the tax compliance
needs of everyday investors.
Robert Green CPA/CEO @ Traders Expo NYC Feb. 2013
We specialize in business
retail traders, proprietary
investors and casual
Very few tax professionals in the country specialize in serving business
traders. We are the leading firm -- read
why you should consider us this tax season. Tax savings start at around
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Do you qualify for trader tax status? Should you elect mark-to-market
accounting? Can you benefit from an entity? Our answers usually save our
clients thousands of dollars.
Promotion Dec. 2 – 20, 2013. December
is an excellent time to form a new entity for commencing trading on Jan.
1, 2014. A new entity helps you avoid wash sale loss deferrals on your
individual return for 2013, since you will trade in the entity account
on Jan. 1 and it will have a different taxpayer identification number.
With brokers providing confusing and sometimes unreliable Form 1099-Bs
for securities, many traders want our CPAs to review their TradeLog data
files. We often make vital adjustments, beneficial changes in tax treatment,
and corrections to wash sales reported by brokers. It's important to get
the IRS Form 8949 right. Testimonial.
We offer investment management clients useful content on taxes, development,
accounting, assurance, and compliance. Our CPA firm Green NFH, LLC focuses
on providing tax compliance services to funds, managers and traders. We
offer assurance services in conjunction with a leading assurance firm.
If you have a lot riding on “trader tax status,” but you’re
a “close call” on qualifying for it, consider our new tax opinion
service (whether you use our tax compliance service or not).
(50%-off, or regular price with free upgrades to 2014 guides)
Green's 2013 Trader Tax Guide is all new and is our best ever!
2013 GreenTraderTax Guides: 2012 Tax Return Examples for Securities Traders
and separate examples guide for commodities, futures and forex/currency
Our Premium Webinar recordings are a great addition to our guides.
If you are a securities trader, we highly recommend our TradeLog® software.
1099-Bs from securities brokers are complex and confusing over the cost-basis
reporting rules, and they are still not adequate for tax reporting.
Securities traders will struggle with IRS tax form 8949, unless they use