Our online guide PDF is 113 pages, 8 x 11, single-spaced, and easy to read. You get access immediately after purchase and see the Download PDF link in your email receipt. We might update this online guide during 2023 for tax changes that impact traders, and you will have access to the updated versions. Amazon offers a paperback version.
Green’s 2023 Trader Tax Guide offers comprehensive insights and strategies to help traders maximize their tax benefits on their 2022 tax returns. Whether you prefer self-preparation or rely on a CPA firm, this guide provides valuable assistance in optimizing your tax savings. Although specific opportunities for tax breaks on 2022 returns may have passed, the guide empowers you to implement effective tax strategies and elections for the 2023 tax year.
Featuring 18 informative chapters, the guide covers a wide range of topics crucial to traders, including trader tax status, Section 475 MTM, and tax treatment for various instruments such as equities, 1256 contracts, options, ETFs, ETNs, forex, precious metals, and cryptocurrencies. It also addresses accounting for trading gains and losses, trading business expenses, tips for tax return preparation, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax implications, ACA Net Investment Income Tax, short selling, and the impact of significant tax legislation.
Whether you are a seasoned trader or new to the world of trading, Green’s 2023 Trader Tax Guide is a valuable resource for navigating the complex landscape of tax regulations and making informed decisions to optimize your financial outcomes.
Green’s Trader Tax Guide has been published annually since 1997 and remains the gold standard in trader tax.
About the Author
Robert A. Green is a CPA and CEO of Green & Company, Inc. (GreenTraderTax.com). Mr. Green 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 Traders Expo’s chief tax speaker and presents tax webinars for Interactive Brokers, TradeStation, Lightspeed, and other trading industry participants. Mr. Green founded and managed two CPA firms focused on traders: Green & Company CPAs and Green, Neuschwander & Manning, LLC.