Recent Webinars: (see premium Webinars below)

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Recent Webinars: (see premium Webinars below) Thurs, Aug. 21, 1:00 - 3:00 pm ET

CCH CPE paid class for CPAs and tax professionals Trader Tax 101: Tax Issues and Tips for Trader Clients Robert A. Green, CPA

CCH sells the recording. Thurs, Aug. 14 all day event

TradingPub Presents “Trade-A-Thon”

Features Robert A. Green, CPA and other speakers

Entities and Employee-Benefits for Traders (Green's night session is 7:15 - 8:30 pm ET)

Click here for the recording. (Scroll down to middle of page, as there are separate recordings for each of 13 speakers.)

Tues, Aug. 12 @ 4:30pm ET

Closing Bell on CTU features Robert A. Green, CPA

Current Developments in Tax Law that Affect Traders

Click here to download or stream (77 MB, time 1:03) the recording in our Amazon Cloud.

Or, use http://tinyurl.com/q9wnn9g

Click here for the presentation pdf file with clickable links Wed, Jun 25, 2014 1:00 PM - 2:00 PM EDT

IRS Exams: How To Defend Trader Tax Breaks and Win

Presented by Green NFH CPAs Robert A. Green, Darren Neuschwander, Amanda Smitson and tax attorney Mark Feldman.

Click here for description and recap of the Webinar presentation. Sorry, there is no recording.

Thu, Jun 19, 2014 4:15 PM - 5:15 PM EDT

Accounting For Traders

Presented by Green NFH CPAs Robert A. Green and Darren Neuschwander

Or, use http://tinyurl.com/nb3kg63

*The results of their recent survey on trade accounting software and solutions. * Accounting software and other solutions for generating Form 8949 and/or Form

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4797 with line-by-line reporting of each trade.

*The pros and cons of the leading solutions available and which one may be best for you.

*Deductr, an expense accounting and tax-compliance solution. (starts at 37 minute mark)

*How to pair a specialized trade accounting solution with a customized expense accounting solution.

Wed, June 11, 2014 4:15 PM - 5:15 PM EDT

The Section 1256 club is hard to get into: Futures on foreign exchanges often don’t qualify

Presented by Robert A. Green, CPA

Click here to download or stream (95MB, time 1:06) the recording in our Amazon Cloud.

Or, use http://tinyurl.com/ofcqaah Click here for our related blog.

Tues, May 20, 2014 4:15 PM - 5:15 PM EDT

Puerto Rico’s tax haven status is tailor made for investors, traders and investment managers

Guest Panelists: NYC tax attorney Mark Leeds of Mayer Brown and PR tax accountant Gabriel Hernandez of BDO (both quoted in the blog).

Click here for our related blog.

Wed, May 14, 2014 4:15 PM - 5:15 PM EDT

Entities: A key update on trading entities and management companies

Presented by Robert A. Green, CPA and Darren L. Neuschwander, CPA

Include a power point presentation.

Click here for our related blog.

Wed, Apr 2, 2014 4:30 PM - 5:30 PM EDT

2013 Tax Filings For Traders & 2014 Tax Planning Sponsored and hosted by Lightspeed Trading

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Tue, Mar 25, 2014 4:15 PM - 5:15 PM EDT

Forex Tax Treatment & Planning

Sat, Mar 22, 2014, 10:15 – 11:00 am ET

Trader Tax Law Update: Current Developments with Robert Green, CPA Investor Inspiration full day Webinar program 10:15 – 3:30 pm ET

7 experts will share key insights that have allowed them to tame their respective markets.

To post recording soon.

Wed, Mar 12, 2014 4:15 PM - 5:15 PM ET

2014 Tax Planning & Will an Entity Help Lower Your Tax Bill?

Hosted by GreenTraderTax

Presented by Robert A. Green, CPA & Managing Member of Green NFH, LLC.

Thurs., Mar. 6, 4:15 pm - 5:15 pm ET

Entities & Retirement Plans for Traders

Hosted by GreenTraderTax

Presented by Robert A. Green, CPA & Darren Neuschwander, CPA, Managing Members of Green NFH, LLC.

Click here to read our related blog. Wed., Feb. 26, 4:15 pm - 5:15 pm ET

Performance Reporting For Investment Managers& Traders- Part II

Hosted by GreenTraderTax with Robert A. Green, CPA

Panelists: Hedge fund auditing professionals from our network member Warren Averett, LLC, including Kristine Pistininzi CPA, and Charles Bailey CPA Audit Partner

If you have trouble viewing in Windows, try installing GoToMeeting codec (simple and fast).

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Thurs., Jan. 23, 2014, 4:15 – 5:15 pm ET

Performance Reporting For Investment Managers& Traders

Hosted by GreenTraderTax with Robert A. Green, CPA

Panelists: Hedge fund auditing professionals from our network member Warren Averett, LLC, including Kristine Pistininzi CPA, Jay Robbins CPA and Charles Bailey CPA & Audit Partner

Recent Premium Webinar Recordings:

Watch our Webinar recordings below anytime. (See options for purchase in our store.)

Wed., Mar. 5, 4:30 pm-5:30 pm ET

Trader Tax Law Update: Current Developments

Hosted by MoneyShow.com

Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC Thurs., Feb. 27, 1:30 pm - 2:30 pm ET

2013 Tax Filings For Traders & 2014 Tax Planning

Sponsored by FXCM and hosted by GreenTraderTax

Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC Wed., Feb. 12, 2014 @ 4:15 PM - 5:15 PM ET

Forex Tax Treatment & Planning

Sponsored by FXCM and Hosted by GreenTraderTax

Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC Tues., Feb. 11, 2014 @ 4:30 - 5:30 PM ET

Trader tax law update

Hosted by Cyber Trading University in their Closing Bell session

Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC Fri., Feb. 7, 2014 @ 12:00 - 1:00 PM ET

Important Tax Information For Futures, Forex And Options Traders

Hosted by Rockwell Trading

Presented by Robert A. Green, CPA and Managing Member of Green NFH, LLC Fri., Jan. 17, 2014, 1:00 – 2:00 pm ET

New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies

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Hosted by GreenTraderTax with Green NFH CPAs/Managing Members Robert A. Green, CPA & Darren L. Neuschwander, CPA, co-authors of the related blog.

Click here for the related blog.

Tue, Jan 14, 2014 4:15 PM - 5:30 PM EST

Kick Off To 2013 Tax Filings For Traders

Hosted by GreenTraderTax and presented by Robert A. Green, CPA

Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning

Click here for the related blog and Webinar description.

Recording notes. We explained our GreenInvestorTax service with a fixed low pricing option. Towards the end, we covered the new blog "New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies." We cover cost-basis

reporting, 1099-B problems, TradeLog software, Section 1256, forex, trader tax status and Section 475 loss issues with the IRS, option traders, ways to get organized early, tax season strategies and more.

Wed., Dec. 4, 2013, 4:15 - 5:30 pm ET

Maximize year-end tax planning and set yourself up right for 2014

Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning We work off a Word document of content, including consultation notes with a client where we dealt with the below agenda issues.

• Qualify for trader tax status in light of recent trader tax court cases Nelson and

Endicott.

• Avoid wash sale income in your individual accounts by converting to trading in

an entity on Jan. 1, 2014.

• Use TradeLog’s new Wash Sale Loss report to steer clear of potential wash

sales.

• Use a trading entity to create the earned income needed for individual AGI

deductions like health insurance premiums and retirement plans.

• Utilize lower marginal tax rates, itemized deductions and ordinary losses with a

Roth IRA conversion before year-end.

• Limit underestimated tax payment penalties with special strategies.

Tues., Nov. 12, 2013, 4:15 - 5:30 pm ET

Year-end tax planning for 2013

Panelists: Green NFH Members/CPAs Darren Neuschwander and Adam Manning

Click here to read our blog on this subject. Wed., Nov. 6, 2013, 4:15 - 5:30 pm ET

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ObamaCare taxes are starting to affect traders

Click here to read our blog on this subject. Thurs., Sept. 26, 2013, 4:00 - 5:00 pm ET

Taxes for Active Traders

Hosted by TradeLog

Join CPAs Robert A. Green and Darren Neuschwander, Managing Members of Green NFH, LLC

See the full agenda in the introduction from TradeLog. Includes: Broker-issued Form 1099B download problem and TradeLog solution (blog); benefits of Section 475 MTM ordinary gain or loss treatment on securities; business deduction treatment for traders qualifying for trader tax status; and the value of a good CPA firm,

especially ours for business traders.

Tuesday, Sept. 10, 2013, 4:15 - 5:15 pm ET

The Tax Court Was Right To Deny Endicott Trader Tax Status

Click here to read the related blog dated Aug. 30.

Description: In this Webinar, we review a Word file containing the actual tax court case. We read important sentences highlighted in yellow, and discuss several comments added by Green. All options traders and other traders who manage their investments and want to claim trader tax status need to watch this recording. We added this Word file as a PDF to Green's 2013 Trader Tax Guide, and for a limited period of time click here.

Tues, Aug. 27, 2013, 4:15 PM - 5:30 PM EDT

Investment management: Key updates on regulation, tax, compliance and business

Host Robert A. Green, CPA & CEO of GreenTraderTax and guest Brent Gillett of InvestmentLawGroup.com

Description: Panelists will discuss current hedge fund news and developments for investment management, including federal and state regulatory changes for securities, NFA changes for futures and forex and more.

Tuesday, Aug. 13, 2013 (Part I) and Aug. 20 (Part II)

Trader tax compliance/preparation: Key updates on 2012 tax return filings and 2013 tax planning - two part series

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Mr. Green will interview Mr. Neuschwander in his role as head of tax compliance for our CPA firm.

Description: 2012 income tax returns on extension are due Sept. 15, 2013 for S-Corps and partnerships and Oct. 15, 2013 for individuals. Many small business traders have complex tax affairs so they generally file their tax returns close to these tax deadlines. Time is running out! If you rushed to file earlier in the year, just after Oct. 15th is a good time to consider a “checkup” with us to be sure you received every tax break you were entitled to. Early November is also an excellent time to focus on 2013 year-end tax planning instead of waiting until the year-year-end holidays.

• Part I: Most common mistakes for traders and best deductions for traders.

• Part II - education expenses, cost-basis reporting and Form 8949, AGI deductions, retirement plans, amended returns and more

Thurs. Aug 1, 1:00 - 2:00 PM ET .

Trader Entities presented by Robert Green, CPA Tues. July 30, @ 1:00 - 2:00 pm ET

Learn the DOs and DON’Ts of using IRAs and other retirement plans in trading activities and alternative investments

Host: Robert A. Green, CPA Friday, June 28, @ 12 pm ET

Business Traders Benefit From Trading Entities.

Learn how to set up an entity in the best way customized for your special needs.

Tuesday, June 25 @ 7:30 pm Eastern (4:30 pm Pacific)

Tax Planning for Net Investment Incomeand other smart tax planning moves for 2013

Hosted by TraderInterviews.com Presented by Robert A. Green, CPA

Friday June 7th and Saturday June 8th 10am-6pm est

RealTradersWebinar Mid-Year 2013 Event with over 14 speakers.

Here are the recordings of all 15 experts covering everything from following the insiders to psychology to in depth setups and the real scoop on support and resistance for forex, options, stock, futures:

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Price Action Trading and Trading Tax LIVE Event RealTradersWebinar May 9th Live Event, 12-5pm EST

Robert A. Green, CPA is the first presenter for 45 minutes, starting at 12pm ET

Smart tax planning moves for 2013, entities, and the new Medicare tax on uneared income

Thu, May 2, 2013 1:00 PM - 2:15 PM EDT

A Trading Business Entity Is Better Than A Sole Proprietorship

Hosted by GreenTraderTax and Presented by Robert A. Green, CPA April 10, Wed. 01:00 - 02:00 pm ET

Questions & Answers Before April 15th

Answers from Robert A. Green, CPA

April 4, Thurs. 11:00 am - 12:00 pm Central Time

Trader Tax Benefits & Elections To Make By April 15

Promoted by Panelist Dan Sheridan of SheridanMentoring.com

Presented by: Robert A. Green, CPA April 2, Tues. 1:00 pm - 1:45 pm EDT

2013 Trader Tax Law: What You Need to Know NOW

Hosted & Promoted by MoneyShow.com

Presented by: Robert A. Green, CPA

March 20 -- 2012 Tax Extensions & Section 475 MTM Elections

Hosted & Promoted by MoneyShow.com

Presented by: Robert A. Green, CPA

March 13 -- 2012 Trader Tax Preparation Examples & Tips

Promoted by DayTradingUniversity.com

Presented by: Robert A. Green, CPA & Darren Neuschwander, CPA

We’re very happy with how this Webinar turned out. Before you turn to a local tax preparer or self-prepare and file your 2012 tax returns, we strongly advise watching this Webinar recording.

• Trader tax return examples: For the first time ever, we show tax return

examples from2013 GTT Guide: 2012 Tax Return Examples for Securities Traders (Individual and Entities). We show how to prepare a 2012 LLC partnership tax return for a trading business and compare it to a 2012 sole

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proprietorship trader tax return. We point out many areas requiring special attention, common mistakes made by local accountants, tips, pitfalls and more.

• Form 8949, broker-issued 1099Bs, and wash sales: We explain important

updates to our content on wash-sale reporting by brokers and cover recent additions to our March 4 blogCaution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings.

• TradeLog accounting: We explain various types of manual adjustments that

you should make to TradeLog files, which otherwise automates accounting by downloading brokerage firm debits and credits. We discuss the options traders have at tax time on trade accounting solutions and how to find the best solution for you.

• Extensions: We go over the best tax-filing strategies at this late date, with the

tax extension deadline right around the corner. We explain how to file a valid extension in good faith, file key tax elections on time and avoid problems later on like late-filing and late-payment penalties, which can be very high.

March 12 -- Trader tax law update: Current developments, tax preparation tips, business treatment, key tax elections, entities and retirement plans

Sponsored by FXCM

Presented by: Robert A. Green, CPA Feb. 27, Wed, 1:00 - 2:00 pm ET

Forex Tax Treatment and CFTC Forex Trading Rules for Americans

Presented by: Robert A. Green, CPA. Sponsored by FXCM.

Over 400 attendees made very positive comments about this Webinar. This Webinar is a mustwatch recording for all forex traders in 2012 and 2013. Mr. Green

showed Green's 2013 Trader Tax Guide wherever forex is mentioned. Sales of

our Platinum Package which includes this guide and all webinar recordings broke our single day record. We guarantee this Webinar will save you lots of money and or prevent you from pitfalls.

Feb. 14, Thursday, 4:00 - 5:00 pm ET

Tax Benefits from Trading Section 1256 Contracts & Trader Tax Status Reporting Tips

Hosted by Rockwell Trading

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Robert showcases Green's 2013 Trader Tax Guide, covering content in the Executive Summary

Feb. 12, Tuesday, 4:30 - 5:30 pm ET

How Traders Deduct Education & The Best Entities For Traders Closing Bell at Cyber Trading University (CTU)

Presented By: Robert A. Green

Kick-Off To Tax Season Part I: Highlights From Green's 2013 Trader Tax Guide

Date: Thursday, February 7, 2013, Time: 4:05 PM - 5:30 PM EST

Hosts: CPAs Robert A. Green and Darren L. Neuschwander of GreenTraderTax and Green NFH, LLC

Read our related blog article: Green’s 2013 Trader Tax Guide is our best ever

Wed. Jan 16, 2013, 5:15 to 6:00 pm ET

Post fiscal cliff tax planning for traders and key trader tax issues to consider for 2012 tax compliance

Presenter: Robert A. Green, CPA

Wednesday, January 9, 2013, 4:00 PM - 5:30 PM EST

Post fiscal cliff tax planning for traders and key trader tax issues to consider for 2012 tax preparation

Hosts: CPAs Robert A. Green and Darren L. Neuschwander of GreenTraderTax and Green NFH, LLC

Read our related blog article: Post fiscal cliff tax planning for traders. • Part I (start to 0:52:00) - Post fiscal cliff tax planning for traders • Part II (0:52:00 to end). Key trader tax issues to consider for 2012 tax

preparation. Including,

o Issuing 1099-Misc. to vendors.

o A general ledger is best for your entire accounting. Like QuickBooks

(QB). Excel worksheets may leave out many expenses. QB tips to lower our preparation fees.

o Tax information statements and 1099-Bs problems expected again this

year.

o Use TradeLog software for trade accounting on securities. TradeLog

updates and developments.

o Update on cost-basis reporting problems for securities on 1099Bs and

IRS form 8949. Mutual fund cost-basis is included for 2012. Will taxpayers be audited for 2011 tax returns on this?

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o Trader entity tax compliance issues

o Use our e-organizer to get all available deductions, credits and tax

breaks.

o Review of how we work with clients and our deadlines. o January 15, 2013 Q4 estimated taxes for 2012.

o Q&A

Technical note about recordings

Most recordings are available to PC, Mac and other users in fully converted Windows Media Player format. Occasionally, we experience a conversion glitch, which means the file will only work if you download/install the GoToMeeting codec plug-in

beforehand. This will work for PC users only, so in these cases, we also offer an mp3 audio file for Mac users.

Testimonial On Our Webinars

---Original Message---

From: Markus Heitkoetter [mailto:[email protected]] Sent: Tuesday, March 05, 2013 7:27 PM

To: Robert Green

Cc: [email protected]

Subject: RE: THANKS FOR THE GREAT CONTENT/Robert Green

Hi Robert, Here's some great feedback for you. Thought you'd like to read it :-) Talk soon, Markus

---- Original Message --- From: Pxxx Byyyy

Marcus,

While I do not day-trade (I prefer swing trading and position trading on stocks), I want to thank you for the great content and webinars that you host. In particular, I thought that Robert Green did an excellent job going through the tax issues that traders encounter including 1256, mark to mark and other provisions. Robert did an excellent job summarizing the key provisions and explaining them in a concise and understandable manner. Unlike other "so called" experts" who hype "trader tax status" and other provisions to lower taxes, Robert realistically conveys both the risks and benefits in a balanced and professional manner. In listening to the seminar, Robert's passions and enthusiasm for the topic was consistent throughout the whole seminar. Lastly, his advocacy for fair and favorable provisions for investors and traders allows him to be well informed about potential legislation/regulation and hopefully to have a positive impact on the process.

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I would add that I have a Master's in Taxation from Pace University. I had the benefit of taking classes in the tax treatment of partnerships, corporations and financial instruments. More important, I wrote my thesis on the traders’ tax cases that have come out. In doing my research, I found that Robert Green's books and blog were very informative. I would highly recommend that traders listening to the call to purchase his materials and review the blog. While I cannot personally attest to the quality of Robert's consultations and preparation f tax returns, I believe that Robert has a good understanding of the key issues. Lastly, I would mention it is important to for traders to use a specialist tax accountant who has expertise and experience in this area, and not utilize a "generalist"

Pxxx Byyyyy, CFA Stern MBA 19xx

If you have any questions about GreenTraderTax Webinars, or would like us to host an event for your company, kindly e-mail us at [email protected] or call us.