GreenTraderTax & GreenTraderFunds
DTI Trader presents a Webinar for our users. Thurs. Feb 9, 03:30 - 04:30 pm Central Time. 
Topic: Pick a Stock..Any Stock.  Click here for the full description and to register. 
GreenTraderTax Webinar:

Trader Tax Tips & Investment Management Update  



Thursday, February 9, 2012


1:00 PM - 2:00 PM EST

Join CPAs Robert A. Green and Darren L. Neuschwander of Green NFH, LLC (CPA firm for and attorney Brent Gillett of Investment Law Group to discuss:

Trader Tax Season Update:
* Tax preparation tips for traders and investors this tax season. No matter who prepares your taxes,  you should be aware of these important tips and pitfalls. Far too many traders file botched tax returns and they are increasingly receiving tax notices and exams.

* It's more important this year to consider forming a trading entity. An entity doesn't have to use that darn new tax form 8949 that we covered last week. Form 8949 could be an accounting nightmare for some traders due to the IRS's new cost-basis 1099-B reporting rules. (See last week's blog and Webinar for more details.)  TradeLog just issued a good update to deal with Form 8949.

Entities also avoid red flags on sole proprietor trader tax status, and they open up opportunities for AGI deductions (retirement plan and health insurance premiums). Those AGI breaks can save a married couple another $20,000 in taxes. Entities give traders much greater flexibility on tax-beneficial elections, too.

* Tax changes and reform are in the works, including expiration of Bush-era tax cuts at the end of 2012. What should traders and investors do in 2012 to prepare for these tax changes?

Investment Management Update:

SEC Adopts Dodd-Frank Act Amendments to Investment Advisers Act . Brent Gillett will discuss the status of these new laws, as many have been delayed.

Space is limited.
Reserve your Webinar seat now at:



Create a New Account in our Store:

We recently opened our new store for Green NFH, LLCTo make a store purchase like a tax preparation retainer, and view a download, you need to Create a New Account to Sign In. It's fast, easy and fully secure.


Two Stores: New for 2012, we separated our store into two stores. One, for Green NFH, LLC's sale of services including consultations, preparation retainers, accounting, IRS representation, investment management services, and paying your invoice balance due to our CPA firm. The second store - our existing older store - is for Green & Company, Inc.'s sale of its trader tax guides and entities formation services. Items for both stores are displayed on our Website - which houses,, and Simply click on what you wish to purchase, and you will enter the appropriate store for easy check out.  
Upcoming Tax Season Webinars:

We scheduled many different types of Webinars for February and March with our alliance partners, including but not limited to: 
  • Lightspeed (Mar 7);
  • FXCM (Feb 15, 23 & Mar 8); 
  • Rockwell Trading (Feb 15);
  • Cyber Trading University (Feb 14);
  • DTI Trader (Feb 8);
  • TradeLog software;
  • TradersLog (Feb 29);
  • and various trading groups,    
  • See Robert Green at the NYC Traders Expo, Feb. 19 - 22, Workshop, Stage Presentation & Booth #6312. 
Recent Blogs:

New Partner & CPA Firm Announcement: 


We are very pleased to announce that effective January 2012, Darren NeuschwanderNathan Faircloth and James Hardy Jr. became Member owners of our CPA firm. Congratulations and thank you to them and their families.  Click here for our full announcement. 




If you have any questions, please contact our customer support

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After you read our leading content about trader tax, entities, retirement plans, IRS exams, ETF, forex and other tax treatment, and investment management, you will probably have some good questions for us. The best way to get quick and dedicated answers to your specific questions is with a personal consultation with our Robert A. Green, CPA/CEO and our other GreenTrader professionals (tax attorneys and CPAs).   
GreenTraderTax Guides: 

Green's 2012 Trader Tax Guide is all new and our best ever!       

The Tax Guide for Traders (McGraw Hill 2004). Great reviews!  

2012 GreenTraderTax Guides: 2011 Tax Return Examples for Securities Traders and separate examples guide for Commodities, Futures & Forex/Currency Traders.  

See our excellent packages.  

Our 2012 guides come out by late February. You get both 2011 and 2012 with purchases now.  

We offer investment-management clients a full-service solution at very competitive prices, with emphasis on coordinated tax strategies. Our Incubator Fund is the least expensive and most flexible hedge-fund plan around! 
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