Upcoming Webinar 2023 Tax Tips for Active Traders with GreenTraderTax

[Robert Morse]

Upcoming Webinar
2023 Tax Tips for Active Traders with GreenTraderTax
March 05, 2024

Register Now

Join CPA Robert A. Green from GreenTraderTax.com as he shares insights and information to help you file your 2023 federal tax returns.

• Join Robert A. Green, CPA, from GreenTraderTax.com, for insights and information to help traders file their 2023 federal tax returns in a timely and accurate manner in 2024.
  
  
  • 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.
  

 

[Robert Morse]

By the way, we lowered our standard rates on the website for all new customers. And we have the following promotion to kick it off.

Promo Code: UNLIMITED24 https://lightspeed.com/lp/unlimited-cash-back

Please choose me as your salesperson (Robert Morse)
https://www.lightspeed.com/open-an-account

$0.0035 Per Share, Min $0.25 (Equity Commission Rate)
$0.50 Option Contract Rate (Per Contract)
3 Months of Lightspeed Trader for Free (Does not include Market Data)

50% back on all commission for the 1st 90 days after approval.
Promotional period begins the day the account is approved.
Required funding amount for Lightspeed Trader is $10,000
Offer only applies to the Lightspeed Trader

Unlimited Cash Back Promo Terms & Conditions:

Offer only available to those that have not held an account at Lightspeed within the previous calendar year. Offer only applies to the Lightspeed Trader platform. Promotional period begins the day the account is approved. Required funding amount for Lightspeed Trader is $10,000. Cannot be combined with other offers or discounted rates. Cannot choose multiple offers. Must use promo code UNLIMITED24 to be eligible for promotion. Routing fees apply. U.S. PDT rules & regulations apply. Market data fees apply. Initial funding requirements apply. Trade minimum of $0.25 applies for equities. Account must be funded with, and maintain a minimum equity of no less than $10,000 at all times during the promotional period. Accounts must remain in good standing during the promotional period; excess margin calls, risk liquidations, and compliance or regulatory inquiries are grounds for removal from the program. The rebate does not apply to routing or regulatory fees. Promotion does not apply to per trade commission structure. Promotion not applicable for institutional accounts. If all required conditions are met, the rebate will be paid out the first month following the end of the promotional period. The promotional period of unlimited cash back on a 50% commission rebate only applies to the 90 (ninety) days immediately following notice of account approval. Only NASDAQ, AMEX, and NYSE listed stocks, and listed options contracts, are eligible. Does not apply to non-exchange listed stock, i.e. OTCBB and Pink Sheets.

Lightspeed Financial Services Group LLC is a member of FINRA, NFA and SIPC..