Webinar on Demand

2023 Tax Tips for Active Traders with GreenTraderTax

CPA Robert A. Green from GreenTraderTax.com shares insights and information to help you file your 2023 federal tax returns in a timely and accurate manner.


What this webinar will cover:

  • Mr. Green interviews Darren Neuschwander, CPA, head of tax compliance services for Green, Neuschwander & Manning, LLC. Mr. Neuschwander will discuss what’s new this year for traders.
  • Learn how traders, eligible for trader tax status (TTS), maximize business expenses, make vital tax elections, and utilize pass-through entities for further tax benefits, including health insurance, retirement plans, QBI, EBL, NOL, and SALT deductions.
  • Learn all the various tax treatments for multiple financial products, wash sales, and other accounting methods.
  • Learn tips for filing tax extensions and paying taxes on time to avoid penalties.
  • Learn common errors on TTS traders’ tax returns that lead to an IRS or state exam.

 

Robert A. Green is a CPA, founder, and CEO of Green & Company Inc. (GreenTraderTax.com). He is a leading authority on trader tax and a Forbes contributor. He is also the author of The Tax Guide for Traders (McGraw-Hill, 2004) and Green's annual Trader Tax Guide. Mr. Green is frequently interviewed and has appeared in the New York Times, Wall Street Journal, Forbes, and Barron's. He is the chief tax speaker at the MoneyShow University and Traders Expo. Mr. Green presents tax Webinars for Interactive Brokers, TradeStation, Lightspeed, and leading brokerage firms.


Lightspeed Financial Services Group LLC does not hold itself as a tax expert. Regarding any tax-related information contained within this webinar and any other tax-related items, please consult with your tax advisor.


Lightspeed Financial Services Group LLC is not affiliated with these third-party market commentators/educators or service providers. Data, information, and material (“Content”) are provided for informational and educational purposes only. This content neither is, nor should be construed as an offer, solicitation, or recommendation to buy or sell any securities or contracts. Any investment decisions made by the user through the use of such content are solely based on the user's independent analysis taking into consideration your financial circumstances, investment objectives, and risk tolerance. Lightspeed Financial Services Group LLC does not endorse, offer or recommend any of the services or commentary provided by any of the market commentators/educators or service providers, and any information used to execute any trading strategies are solely based on the independent analysis of the user. Each investor must consider whether this is a suitable investment since you may lose all of or more than your initial investment. Past performance is not indicative of future results.



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