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Tax Seminar for Active Traders / Investors

  • Aug 14, 2014 · 6:00 PM
  • This location is shown only to members

Andrea of the Del Mar Traders Meetup asked if I thought you guys might want to attend this seminar. This information can be very useful for those serious about trading as a business.  Below are the details. The original meetup on their site is at

http://www.meetup.com/daytraders-228/events/199585662/

=============================

Doors open at 6:00. Come socialize with fellow traders. The talk will start around 6:30.

Water and light snacks will be provided. Please plan to contribute $3 or bring a snack to share.

Al Davidson, CPA will be speaking to us about how to deal with your taxes as a trader. This is an important topic for traders . . .

He'll talk about:

·  IRS’s definition of a Business Trader vs. Investor

·  Benefits of Business Trader Tax Status

·  Qualifying for Business Trader Tax Status

·  Mark‐to‐Market Accounting Method for Traders

·  Business Entities for Traders

·  Tax Benefits for Investors and Part‐Time Traders

Al Davidson is a CPA with over 25 years of experience in assisting traders and investors in minimizing their tax burdens through legal means.   He is the founder and Managing Member of Pro Trader Tax, LLC (www.protradertax.com), a full‐service, virtual tax advisory firm specializing in tax planning and counseling, tax preparation, entity formation and retirement plan services for active business traders and investors. 

Al has been a part‐time trader for many years and can relate well to various trader issues. He is a frequent speaker at tax seminars for traders and investors. Al is a native of upstate New York and a graduate from the University of North Carolina at Charlotte. He is also the managing member of Back Office Advisors, LLC, an accounting, tax and business consulting firm that specializes in small to medium size Internet‐based businesses.  

He works with clients from CA if you are looking for an accountant who understands Trader issues!!

Hope to see you there.

Join or login to comment.

  • Rose

    Just realize this place is too far for me. Can't make it.

    August 14, 2014

  • Kevin

    Sorry for the last minute callout, but if anyone is going by Laguna Niguel on the way to the seminar, let me know asap. I'd love to carpool down there with you... My cell/text number is[masked]-1288... Thanks, Kevin

    August 14, 2014

  • Kevin

    Hi John, would like to join your carpool. I live in Laguna Niguel right off of the 73. 3:30 seems a little early. You are less than a half hour from me, and I'm less than an hour from the seminar, that puts us there at 5. Doors don't open till 6, lecture at 6:30, and with less than 30 people attending, I'm guessing seating won't be a problem. Just a thought. If you still want to do 3:30, I'm still in. My cell/text is:[masked]-1288. Kevin

    August 14, 2014

  • A former member
    A former member

    Hi John,

    August 13, 2014

    • john l.

      Hi Celia

      August 13, 2014

    • john l.

      Celia, I will be leaving the Costa Mesa area at 3:30 PM for the Tax Seminar. If you would like to carpool (I will be driving) let me know. Call[masked] or text me.

      August 13, 2014

  • A former member
    A former member

    Can I take ride from you?

    August 11, 2014

    • john l.

      Sure. I live in Costa Mesa and would like to take the 73 to bypass the 405/5. Can we meet to allow for using the 73? Also let's leave early enough to get good seats at the seminar.

      August 12, 2014

  • A former member
    A former member

    Hi John,

    August 11, 2014

  • A former member
    A former member

    Hi Kohn,

    August 11, 2014

  • john l.

    Anyone wants to carpool to this meeting? I live in Costa Mesa

    August 11, 2014

  • Daksha

    Sorry! Too far for me. Next time.....

    August 9, 2014

7 went

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