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AAFT March Meeting: Traders Taxation


I hope you had a great February! I want to wish you all a Happy St Patrick's Day, and a Happy Easter!

It's that time of year again. Time to get your taxes ready. As if taxes weren't complicated enough, with all the recent and upcoming changes in the tax code, preparing for and filing taxes are more confusing and complicated than ever! This month we welcome Robert "Bob" Green of to shed some light on issues related to trader"s taxation. Bob will discuss the following:


Trader tax law updates, Current developments, tax preparation tips, business treatment, key tax elections, entities and retirement plans

  • Tax changes and reform are in the works, including Obama Care 3.8% Medicare tax on unearned (investment) income starting Jan. 1. Learn what tax moves to make in 2013 to improve your situation.
  • The IRS phased in controversial cost-basis reporting rules for securities in 2011, 2012 and 2013. Will brokers issue error-prone 1099-Bs again in 2012? Learn how to file Form 8949 for tax year 2012, and avoid it all together in 2013 with either a Section 475 MTM election, or an entity.
  • Learn how to save $8,000 to $25,000 or more with trader tax status and discover key trader tax strategies and tax elections. Investors have important elections to make, too.
  • Learn how to qualify for and claim trader tax status even after the year-end. Green will show you how to prepare a trader tax return for 2012 with maximum tax benefits.
  • There are key tax treatment differences between securities, futures, all types of options, ETFs, forex, precious metals and more. In some cases, you can choose which tax treatment is best for you.
  • Entities are a way to avoid the red flags associated with Schedule Cs for sole proprietor business traders, and they unlock additional tax breaks including retirement plans and health-insurance premiums. Learn about the best types of entities and retirement plans for traders.


Robert A. Green is a CPA, founder and CEO of Green & Company Inc. and, a publishing company, and Managing Member and Founder of Green NFH, LLC, a tax and accounting firm catering to traders and investment management businesses. He is a leading authority on trader tax. Mr. Green writes the “Business of Trading” section for Active Trader magazine and is a Forbes blogger for their column Great Speculations. He is also the author of The Tax Guide for Traders (McGraw-Hill, 2004), Green’s 2012 Trader Tax Guide and the annual GreenTrader tax return example guides. Mr. Green is frequently interviewed and has appeared in the New York Times, Wall Street Journal, Forbes, Fortune and Barron’s. Mr. Green has also appeared on CNBC, Bloomberg Television and Video Network. He is the main tax speaker at the MoneyShow University and Traders Expo. Mr. Green is also founder and CEO of the and Green's Entrepreneurs Network.


Bob is passionate and informative speaker on all topics related to trader's taxation. Come and learn all you can to be better prepared for this year's taxes, and for the years to come.


Feel free to bring a guest that you think might have interest. Also, please feel free to forward this message via email, and, or social media.


Remember New Meeting time(s) and Location:


Because the Library closes at 9:00 pm, they request that we be out of the room by 8:45 pm, so that they can finish, and be able to leave as close to 9:00 pm as possible. Therefore, we have moved our informal networking session from the usual time of 8:30 pm - 9:00 pm (after the presentation), to 6:00 pm 6:30 pm (before the presentation) for those who can make it by then. We maintain our usual format of announcements, and "Association Business" from 6:30 - 7:00 pm. The scheduled presentation begins at 7:00 pm and continues till 8:30 pm (as before) with a little time for review, wrap-up, and Q & A up until 8:45. This should allow time for everyone to at least make the presentation at 7:00 pm as before. As a courtesy, we could all re-stack the chairs and leave in a timely manner.


If there is an interest, we could look at havinga post meeting "get-together" at a restaurant, or coffee shop (to be determined) afterwards.


Terrazas Branch Public Library


1105 E Cesar Chavez St, Austin, Texas

2 Blocks East of IH 35 on Cesar Chavez.

Please park in the Public Library Parking Lot directly West of the Library. There should be ample parking.

You can park on the streets surrounding the Library as well (except Cedar Chavez).

Be advised that the parking lot to the east of the Library is not theirs and vehicles may possibly be subject to towing.


Hope to see you there...


Alex Colson

AAFT President



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