Green’s 2017 Trader Tax Guide

Use our 2017 guide to receive every trader tax break you’re entitled to on your 2016 tax returns and for planning in 2017.



Each year, there are significant new developments in tax law. Our 2017 guide includes our latest thoughts, tax strategies, pitfalls, tweaks, warnings, and benefits. It’s a must read for our clients.

Green’s 2017 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, Obamacare taxes, short selling and tax reform.

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 2017 Trader Tax Guide