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STRATEGIES, TOOLS, TRADING

Robert Green, CPA

CEO,

GreenTraderTax.com

  • Author of The Tax Guide for Traders
  • Leading Authority on Trader Tax Benefits
  • Managing Member of Green, Neuschwander & Manning, LLC

About Robert

Robert A. Green CPA managed a tax and accounting firm catering to traders. He is a leading authority on trader tax status, a Forbes contributor, and author of Green's Annual Trader Tax Guide. Mr. Green frequently appears in WSJ, Barron's, and other financial media. He presents tax webinars for Interactive Brokers and other leading brokers.


Robert's Articles

Day and swing traders inevitably trigger many wash sale loss adjustments (WS) amounting to tens or hundreds of thousands of dollars. Take a loss on a security, repurchase it within 30 days (after or before), and that creates a WS loss, states Robert Green of GreenTraderTax.com.
Traders have unique needs and opportunities in tax planning. Get organized well before the year-end so you don’t miss out, states Robert Green of GreenTraderTax.com.
Traders eligible for trader tax status (TTS) use an S-Corp to unlock health, retirement and SALT deductions. It’s important to act before year-end using payroll, states Robert Green of GreenTraderTax.com.
Traders have unique needs and opportunities in tax planning. Get organized well before the year-end so you don’t miss out, states Robert Green of GreenTraderTax.com.

Robert's Videos

Join Robert A. Green, CPA, of GreenTraderTax.com, as he explains the tax advantages of using trader tax status (TTS), including:

  • How can active traders qualify for TTS?
  • How to use TTS to deduct business, startup, organization, and home office expenses.
  • Understand how TTS traders can strategically elect Section 475 MTM accounting, which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a qualified business income (QBI) deduction on trading gains.
  • Profitable TTS traders might achieve additional tax benefits by using an entity like an LLC, which is taxed as an S-Corp for employee benefits, or a partnership for the SALT cap workaround.

Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don’t wait until tax time in April 2024; arrange tax savings for 2023 before the year-end. Learn about tax-loss selling, avoiding wash sale losses, paying estimated taxes, and other tax-saving strategies.

Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Don't wait until tax time in April; arrange tax savings before year-end. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying estimated taxes, and trader entity tax-savings strategies.
Join Robert A. Green, CPA, of GreenTraderTax.com, as he explains the tax advantages of trader tax status (TTS). Learn the golden rules for eligibility for TTS for full-time or part-time traders. You can claim TTS for all or part of 2022 and 2021; the IRS does not require an election. TTS traders deduct business, startup, organization, and home office expenses, whereas investors cannot. TTS traders can elect Section 475 MTM accounting which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a qualified business income (QBI) deduction. TTS traders might achieve additional tax benefits using an entity like an LLC taxed as a partnership or S-Corp.



Robert's Books

Robert Green, CPA

Green's 2021 Trader Tax Guide

Use Green's Trader Tax Guide to receive every trader tax break you're entitled to on your 2020 tax returns. 2021 guide covers the 2017 Tax Cuts and jobs Act and the 2020 CARES Act's impact on investors, traders, and investment managers. Learn various smark moves to make in 2021. 
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October 30, 2024