Robert Green, CPA

Many traders assume gold ETFs like GLD follow stock tax rules, but that’s not always the case. This session explains how GLD (SPDR Gold Trust) is treated under wash-sale rules, Section 475, and options tax treatment. Learn why GLD is typically property for investors, how §475 can change the analysis for traders, and when broker reporting may not reflect the correct tax treatment.

Join Robert A. Green, CPA, of GreenTraderTax for a fast-paced 30-minute update on crypto tax treatment following the GENIUS Act, the pending CLARITY Bill, and the IRS rollout of Form 1099-DA. Learn what’s changed—and what hasn’t. Despite new legislation and regulatory frameworks, the IRS continues to treat most digital assets as “property,” not securities or commodities. Robert will break down: Key takeaways from the GENIUS Act and CLARITY Bill, how the new Form 1099-DA impacts tax compliance starting in 2025, why crypto still isn't subject to wash sale or 475 MTM rules, when Bitcoin futures qualify for Section 1256 treatment, and the benefits of Trader Tax Status (TTS) for active crypto traders. This session is ideal for crypto investors, active traders, accountants, and tax professionals seeking to stay ahead of 2025 compliance requirements.  

Join Robert A. Green, CPA, of GreenTraderTax.com in his webinar on year-end tax planning for traders. Don’t wait until April 2025; arrange tax savings for 2024 before the year-end. Learn about tax-loss selling, avoiding wash sale losses, paying estimated taxes, and other tax-saving strategies. 

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

• How can active traders qualify for TTS?
• How to use TTS to deduct business, startup, organization, and home office expenses.
• Understand how TTS traders can strategically elect Section 475 MTM accounting, which exempts securities trades from wash sale loss adjustments, navigates around the $3,000 capital loss limitation, and unlocks a qualified business income (QBI) deduction on trading gains.
• Profitable TTS traders might achieve additional tax benefits by using an entity like an LLC, which is taxed as an S-Corp for employee benefits, or a partnership for the SALT cap workaround.