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Aired On
Mar 22 2022
2:00 pm - EDT

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

Contributed By: Interactive Brokers

Aired On
Feb 17 2022
12:00 pm - EST

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

Contributed By: Green Trader Tax

Aired On
Feb 16 2022
2:00 pm - EST

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

Contributed By: Interactive Brokers

Aired On
Jan 19 2022
2:00 pm - EST

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

Contributed By: Interactive Brokers

Aired On
Dec 02 2021
2:00 pm - EST

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

Contributed By: Interactive Brokers

Aired On
Nov 09 2021
12:00 pm - EST

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 benefits, SALT cap workaround strategies for pass-through entities, and other tax-savings strategies. MORE

Contributed By: Green Trader Tax

Aired On
Sep 16 2021
12:00 pm - EDT

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

Contributed By: Green Trader Tax

Aired On
Jul 14 2021
12:00 pm - EDT

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

Contributed By: Green Trader Tax

Aired On
Mar 04 2021
2:00 pm - EDT

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

Contributed By: Interactive Brokers

Aired On
Feb 26 2021
2:00 pm - EDT

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

Contributed By: Interactive Brokers

Aired On
Feb 22 2021
12:00 pm - EDT

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

Contributed By: Green Trader Tax

Aired On
Jan 19 2021
12:00 pm - EDT

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

Contributed By: Green Trader Tax

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