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Taxes

Aired On
Mar 21 2023
12:00 pm - EDT
US Tax Information Reporting for Non-US Investors

US Tax Information Reporting for Non-US Investors

US non-residents are subject to US withholding tax. The purpose of this webinar is to review the setup of your account to minimize US withholding taxes. We will also review the annual US tax forms you will receive, and consider whether or not a US Tax filing is necessary. ...more

Interactive Brokers
Watch Presentation
Aired On
Mar 14 2023
12:00 pm - EDT
Tips for Traders on Preparing 2022 Tax Returns

Tips for Traders on Preparing 2022 Tax Returns

Join Robert A. Green, CPA, from GreenTraderTax.com, for insights and information to help traders file their 2022 federal tax returns timely and accurately in 2023. ...more

Green Trader Tax
Watch Presentation
Aired On
Feb 21 2023
12:00 pm - EST
Understanding Your 1099s – US Tax Information Reporting

Understanding Your 1099s – US Tax Information Reporting

This webinar focuses only on US tax information provided to US taxpayers, for use in preparing individual returns (form 1040 and 1040SR), Trusts (form 1041) and partnership/LLC returns (form 1065). ...more

Interactive Brokers
Watch Presentation
Aired On
Dec 13 2022
12:00 pm - EST
Tax Loss Harvesting

Tax Loss Harvesting

In this session, we are going to be reviewing tax loss selling - also known as tax loss harvesting. A strategy that can help you lower your tax bill, and we’re going to look at how ETFs are effective tools to use when executing a tax loss selling strategy. ...more

BMO Global Asset Management
Watch Presentation
Aired On
Dec 06 2022
12:00 pm - EST
2022 Year-End Tax Planning

2022 Year-End Tax Planning

Year-end tax planning is always a topic that generates discussion, and it should. The purpose of this webinar is to make you aware of what the possibilities are; to allow you to both provide information to your preparer and to ask the questions that will result in a solid plan. ...more

Interactive Brokers
Watch Presentation
Aired On
Mar 22 2022
2:00 pm - EDT
US Tax Information Reporting for Non-US Investors

US Tax Information Reporting for Non-US Investors

US non-residents are subject to US withholding tax. The purpose of this webinar is to review the setup of your account to minimize US withholding taxes. We will also review the annual US tax forms you will receive, and consider whether or not a US Tax filing is necessary. ...more

Interactive Brokers
Watch Presentation
Aired On
Feb 17 2022
12:00 pm - EST
Tips for Traders on Preparing 2021 Tax Returns

Tips for Traders on Preparing 2021 Tax Returns

Join Robert A. Green, CPA, GreenTraderTax.com, to learn tips for traders on preparing 2021 tax returns. ...more

Green Trader Tax
Watch Presentation
Aired On
Feb 16 2022
2:00 pm - EST
Understanding Your 1099s – US Tax Information Reporting

Understanding Your 1099s – US Tax Information Reporting

This webinar presentation focuses on information provided to you as a taxpayer, and to the IRS concerning your earnings, as well as certain types of payments by third parties for inclusion in your annual tax return. ...more

Interactive Brokers
Watch Presentation
Aired On
Jan 19 2022
2:00 pm - EST
IRA Tune-up – Ignored issues in IRAs and Retirement Accounts

IRA Tune-up – Ignored issues in IRAs and Retirement Accounts

Did you set up your IRA years ago with beneficiaries? Many of us ignore our IRAs until distributions are required, but the rules have changed. Retirement accounts have had some changes too. It is time to check your IRA and see if it is set up to correctly work for you and your heirs. ...more

Interactive Brokers
Watch Presentation
Aired On
Dec 02 2021
2:00 pm - EST
2021 Year-end Tax Planning for Investors

2021 Year-end Tax Planning for Investors

2021 tax planning doesn’t follow traditional thinking. We have been anticipating increases in tax rates and capital gain tax rates for all of 2021, however, Congress has yet to agree on a plan. We will discuss things to consider and possibly execute prior to year-end and look forward to 2022. ...more

Interactive Brokers
Watch Presentation
Aired On
Nov 09 2021
12:00 pm - EST
Year-End Tax Planning For Traders

Year-End Tax Planning For Traders

Join Robert A. Green, CPA of GreenTraderTax.com, in his webinar on year-end tax planning for traders. Learn about deferring income, accelerating deductions, tax-loss selling, avoiding wash sale losses, paying Q4 estimated taxes, Roth IRA conversions, S-Corp payroll with health and retirement benefit ...more

Green Trader Tax
Watch Presentation
Aired On
Sep 16 2021
12:00 pm - EDT
How To Achieve Tax Savings As A Trader

How To Achieve Tax Savings As A Trader

Join Robert A. Green, CPA, of GreenTraderTax.com as he explains the tax advantages of "trader tax status" (TTS). ...more

Green Trader Tax
Watch Presentation
Aired On
Jul 14 2021
12:00 pm - EDT
Trader Tax Law: 2021 Mid-Year Update

Trader Tax Law: 2021 Mid-Year Update

Join Robert A. Green, CPA of GreenTraderTax, for tax developments impacting traders, including entities, a SALT cap workaround, and President Biden's tax hike proposals on investors. ...more

Green Trader Tax
Watch Presentation
Aired On
Mar 04 2021
2:00 pm - EDT
Non-US Tax Reporting – 1042S – 2020

Non-US Tax Reporting – 1042S – 2020

US non-residents are subject to US withholding tax. This tax withholding is reported to the US government and also reported to you annually. ...more

Interactive Brokers
Watch Presentation
Aired On
Feb 26 2021
2:00 pm - EDT
US Tax Information Reporting 2020

US Tax Information Reporting 2020

Today's presentation focuses on information provided to you as a taxpayer, and to the IRS concerning your earnings, as well as certain types of payments by third parties for inclusion in your annual tax return. ...more

Interactive Brokers
Watch Presentation
Aired On
Feb 22 2021
12:00 pm - EDT
Tips For Traders On Preparing 2020 Tax Returns

Tips For Traders On Preparing 2020 Tax Returns

Join CPAs Robert A. Green. There are new and revised 2020 tax forms and tax preparation strategies based on implementing the 2017 Tax Cuts and Jobs Act. ...more

Green Trader Tax
Watch Presentation
Aired On
Jan 19 2021
12:00 pm - EDT
Highlights From Green’s 2021 Trader Tax Guide

Highlights From Green’s 2021 Trader Tax Guide

Green’s 2021 Trader Tax Guide focuses on traders’ unique tax needs and is updated to include the latest tax law changes, strategies, pitfalls, tweaks, warnings, and benefits. ...more

Green Trader Tax
Watch Presentation

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