Use GREEN'S TRADER TAX GUIDE to receive every trader tax break you’re entitled to this tax-filing season, and for planning in the current year. It includes our latest thoughts, tax strategies, pitfalls, tweaks, warnings, and benefits.   Whether you self-prepare your tax returns using consumer tax preparation software, or engage a CPA firm, this guide can help you through the process. Many of our tax preparation clients use this guide to take advantage of our offerings. We've published our updated trader tax guides every year since 1997, and they remain the gold standard in trader tax.   Our motto is be smart, creative, forward-thinking, cutting edge, and even a bit aggressive, but keep it fully legal. You deserve excellence in content, ideas, judgment, decision-making, and service.   Sincerely, Robert A. Green, CPA CEO of GreenTraderTax.com and Managing Member of Green NFH, LLC   “Robert Green and his associates have their fingers firmly on the pulse of tax law and how it affects professional and frequent traders. I frequently lean on Robert to help explain the nuances of the tax code to my “Electronic Investor” readers in Barron’s. Given the ongoing changes to the tax codes, it’s great to have Green’s Trader Tax Guide available to explain how the changes affect your particular tax situation, and how to manage your tax bill effectively.” — Theresa W. Carey, Contributing Editor, Barron’s, “The Electronic Investor”   “Bob’s advice has saved me tens of thousands of dollars and he has guided several of my friends safely thorough an audit. I trust no one else more on the subject of trader taxes.” — Rob Booker, Host, The Trader’s Podcast   “I’ve known of Bob Green for years, and started working with him and his team to help me with my own taxes. I’m impressed with Bob’s contributions to industry; he led the way when it came to helping active traders like myself figure out the wash-sale tax law implications, and so much more, with his webinars, industry appearances and publications like his Trader Tax Guide. I highly recommend Bob Green and his CPAs at GreenCompany.com for all active day and swing traders. It really helps to work with someone like Bob who specializes in trader taxes; something that was beyond my regular CPA’s knowledge. Bob and his staff are friendly, professional, responsive and accurate.” — Ken Calhoun, President, DaytradingUniversity.com   “Robert Green is the preeminent trader tax expert in the country. Anyone who trades part time or full time should tap Robert’s vast experience by reading this book. Without his specialized knowledge, you could be setting yourself up to make costly mistakes. Don’t guess on the tax rules — let Robert be your guide.” — Tim Bourquin, TraderInterviews.com   “Robert has become a go-to industry expert for forex traders, helping them navigate what can appear to be an intimidating and insurmountable task during tax time. His advice and wealth of knowledge has laid vital groundwork for forex trading tax guidance, without which many traders would be lost.” — Jason Andrus, Vice President, Social Media and Brand Management, FXCM   “Robert Green is the ‘go-to’ guy for trader taxes. It has always been a pleasure working with him.” — Dan Blystone, Founder TradersLog.com

Green's 2014 Trader Tax Guide: The Savvy Trader's Guide to 2013 Tax Preparation and 2014 Tax Planning

Business & Money

Green CPA, Robert A.

Accounting

Green & Company, Inc.

Each year there are important new developments in tax law. Our 2015 guide includes our latest thoughts, tax strategies, pitfalls, tweaks, warnings, and benefits. It’s a must-read for our clients. As I reviewed the final product, it occurred to me that almost every paragraph saves a trader more than the price of the guide. 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 fully legal. You deserve excellence in content, ideas, judgment, and decision-making. Thanks for being our customer and reading our guide. Sincerely, Robert A. Green, CPA Author, Green’s 2015 Trader Tax Guide CEO of GreenTraderTax.com and Managing Member of Green NFH, LLC Endorsements and Advance Praise: “Robert Green and his associates have their fingers firmly on the pulse of tax law and how it affects professional and frequent traders. I frequently lean on Robert to help explain the nuances of the tax code to my 'Electronic Investor' readers in Barron’s. Given the ongoing changes to the tax codes, it’s great to have Green’s 2015 Trader Tax Guide available to explain how the changes affect your particular tax situation, and how to manage your tax bill effectively.” — Theresa W. Carey, Contributing Editor, Barron’s, “The Electronic Investor” “Trader tax status, Section 1256 contracts, Section 475 MTM — it’s all so confusing. And although there are lots of tax breaks available to traders, most don’t take advantage, which costs them thousands! Green’s 2015 Trader Tax Guide is well structured and explains the tax breaks available to you. Robert Green puts a lot of time and money in researching the ever-changing tax laws and lays out his findings in 14 chapters. Learn how you can deduct home office and education expenses, how to deduct losses, how to form entities, retirement plans for traders, and much more. This guide costs you less than $60, but it could save you thousands. Your local accountant doesn’t know about these specifics! It doesn’t matter whether you are new to trading or have been trading for a while. It doesn’t matter whether you are making money trading or you had a rough year. This guide will show you how to maximize tax benefits on your tax filing and get even more tax breaks for the current year.” — Markus Heitkoetter, CEO of Rockwell Trading “Robert Green is the preeminent trader tax expert in the country. Anyone who trades part time or full time should tap Robert’s vast experience by reading this book. Without his specialized knowledge, you could be setting yourself up to make costly mistakes. Don’t guess on the tax rules — let Robert be your guide.” — Tim Bourquin, TraderInterviews.com

Green's 2015 Trader Tax Guide: The Savvy Trader's Guide to 2014 Tax Preparation and 2015 Tax Planning

Green & Company, Incorporated

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 (tax loss insurance) 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.

Green's 2016 Trader Tax Guide: The Savvy Trader's Guide to 2015 Tax Preparation and 2016 Tax Planning

Use Green’s 2020 Trader Tax Guide to receive every trader tax break you’re entitled to on your 2019 tax returns. Our 2020 guide covers the 2017 Tax Cuts and Jobs Act’s impact on investors, traders, and investment managers. Learn various smart moves to make in 2020.Whether you self-prepare your tax returns or engage a CPA firm, this guide can help you through the process of optimizing your tax savings. Even though it may be too late for some tax breaks on 2019 tax returns, you can still use this guide to execute these tax strategies and elections for tax-year 2020.The 17 chapters cover: trader tax status, Section 475 MTM, tax treatment (equities, 1256 contracts, options, ETFs, ETNs, forex, precious metals, cryptocurrencies, etc.), accounting for trading gains and losses, trading business expenses, tips for preparing tax returns, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax, Obamacare taxes, short selling, and Tax Cuts and Jobs Act.

Green's 2020 Trader Tax Guide

Business

Use Green's 2021 Trader Tax Guide to receive every trader tax break you're entitled to on your 2020 tax returns. Our 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 smart moves to make in 2021. Whether you self-prepare your tax returns or engage a CPA firm, this guide can help you through the process of optimizing your tax savings. Even though it may be too late for some tax breaks on 2020 tax returns, you can still use this guide to execute these tax strategies and elections for tax-year 2021.The 18 chapters cover trader tax status, Section 475 MTM, tax treatment (equities, 1256 contracts, options, ETFs, ETNs, forex, precious metals, cryptocurrencies, etc.), accounting for trading gains and losses, trading business expenses, tips for preparing tax returns, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax, Obamacare taxes, short selling, the Tax Cuts and Jobs Act, and the CARES Act.

Green's 2021 Trader Tax Guide