Green’s 2016 Trader Tax Guide

Use our 2016 guide to receive every trader tax break you’re entitled to on your 2015 tax returns and for planning in 2016.

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Each year, there are significant new developments in tax law. Our 2016 guide includes our latest thoughts, tax strategies, pitfalls, tweaks, warnings, and benefits. It’s a must read for our clients.

Green’s 2016 Trader Tax Guide focuses on active traders’ unique tax needs. It covers tax benefits derived from qualification for trader tax status including business expense vs. limited investment expense treatment, Section 475 mark-to-market accounting and health insurance and retirement plan deductions arranged through a trading entity. The guide covers tax treatment for equities, futures, 1256 contracts, indexes, options, ETFs, forex, precious metals, swaps and more. There are also chapters on accounting for trading gains and losses, tips for preparing trader tax returns, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax matters and Obamacare taxes. Click here for an excerpt including the Cover, Endorsements, Table of Contents, and Executive Summary.

Whether you self-prepare your tax returns or engage a CPA firm, this guide can help you through the process and save you thousands and thousands of dollars. We’ve published our updated trader tax guide every year since 1997, and it remains the gold standard in trader tax. Our motto is be smart, creative, forward thinking, cutting edge and even a bit aggressive, but keep it entirely legal. You deserve excellence in content, ideas, judgment and decision-making. Thanks for being our customer and reading our guide. I guarantee that you will be very pleased with this purchase!

Sincerely, Robert A. Green, CPA
Author, Green’s 2016 Trader Tax Guide

Updates to guide:

Forex OTC options: Per TaxNotes, “Representing a turnaround from what was understood to be prior law, the Sixth Circuit Court of Appeals held January 7, 2016, that over-the-counter (OTC) foreign currency options are subject to mark-to-market accounting under section 1256.” Our guide explains existing law that the IRS barred forex OTC options from Section 1256.

Section 481(a) positive adjustment spread period changes: Read our blog post.