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"The worst crime a trader can make is to have made money, but then to hand it right over to the government because of a fundamental lack of knowledge of the tax laws and the strategies which can be used advantageously." —Ted Tesser. The first —and only —tax guide written exclusively for traders and investors has been thoroughly revised and expanded to arm you with the knowledge and strategies you need to thrive under current investment tax laws. Written by Ted Tesser, an active trader as well as an accountant specializing in investment-related taxation, The Trader's Tax Survival Guide helps you to exploit fully all available tax options for the highest possible return on your investments. Drawing on actual court cases, this indispensable guide covers all the bases, providing complete details on everything from getting around the 2% itemized deduction limit and preparing for an audit to planning for retirement and transferring wealth to future generations. You'll also find vital information on how the Tax Reform Acts of the past decade —including the tax code changes of 1996 and 1997 —affect you and your investments. Just as importantly, The Trader's Tax Survival Guide introduces you to Total Return Investment Planning (TRIP), a major component of Ted Tesser's extremely popular seminars on how to create and manage a successful trading business. TRIP is a simple but very effective methodology for evaluating your investments from a "total return" perspective that integrates good tax planning with good investment planning. With the basics of TRIP in place, you can then take full advantage of Tesser's invaluable tax-saving strategies, 66 specific methods for reducing your tax burden. Readers will also appreciate the chapter on the preferred tax status of "trader." Most investors (and their tax preparers) don't realize that you need not be a professional market maker working the exchange floor to claim "trader" status. Nor are they aware of the many substantial advantages that status entails —such as being able to list all your expenses on Schedule C and deduct them from your trading income. Here, Tesser provides detailed guidelines on how to qualify for trader status and use it to your utmost financial advantage. We've all heard horror stories of fantastic market gains that were transformed into tragic losses due to poor tax planning. Don't let that happen to you. This updated edition of The Trader's Tax Survival Guide, written with an abundance of wry wit and liberally peppered with eye-opening anecdotes, shows you how to keep more of what you earn from your investments in your pocket —and out of the hands of the IRS. "If I wrote that I was going to review a book that defines a 'substantial element of pleasure,' you would probably never guess it was about taxes. But then you haven't seen Ted Tesser's The Trader's Tax Survival Guide." —Stanley W. Angrist, The Wall Street Journal. ". . . covers the basics in a very entertaining manner. . . . If you weren't aware that your trading may be considered a business and that this status carries certain tax benefits, the Survival Guide's chapter on these topics may be just the ticket to get you started. The book would also be a good refresher on organizing your life in a tax-smart way. The least you'd get from the Survival Guide would be a good read and more than a few wry chuckles." —John Sweeney, Technical Editor Technical Analysis of Stocks and Commodities. "Every stock and commodity trader should have Ted Tesser's book. Trader or not, The Trader's Tax Survival Guide is packed with as much vital tax information and strategies as the stadium on Superbowl Sunday. But there's more, Ted also explains how you can arrive at the status of a 'trader' for the IRS, thus being able to write off and save many $. . . . " —Larry Williams, Commodity Timing Newsletter author, McMillan on Options.
A complete, authoritative guide to taxation of stocks, mutual funds and market-traded stock options.
Taxes play an integral role in trading success, yet no book today clearly and adequately explains the tax issues that are unique to active traders and investors. The Tax Guide for Traders provides traders with practical material on how to minimize the impact taxes have on their hard-won profits. Written in a hands-on style that appeals to traders as opposed to accountants, it discusses the best ways to set up a trading business, key tax forms and how to use them, tax treatment for specific types of securities, what to do in case of an audit, and much more.
Green's 2020 Trader Tax Guide focuses on traders' unique tax needs and is updated to include the latest tax strategies, pitfalls, tweaks, warnings, and benefits. Whether you self-prepare your tax returns or engage a CPA firm, this guide can help you through the process, resulting in tax savings. The 17 chapters cover: trader tax status, Section 475 MTM, tax treatment (equities, 1256 contracts, options, ETFs, ETNs, forex, precious metals, cryptocurrencies, etc.), accounting for trading gains and losses, trading business expenses, tips for preparing tax returns, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax, Obamacare taxes, short selling, and Tax Cuts and Jobs Act. Green's Trader Tax Guide has been published every year since 1997 and remains the gold standard in trader tax.
Use Green's 2022 Trader Tax Guide to receive trader tax breaks you're entitled to on your 2021 tax returns and to execute tax strategies and elections for tax-year 2022. Our guide covers recent tax law impacts on traders. The 19 chapters cover trader tax status, Section 475 MTM, tax treatment (equities, 1256 contracts, options, ETFs, ETNs, forex, precious metals, cryptocurrencies, etc.), accounting for trading gains and losses, trading business expenses, tips for preparing tax returns, tax planning, entity solutions, retirement plan strategies, IRS and state tax controversy, traders in tax court, proprietary trading, investment management, international tax, Obamacare taxes, short selling, the 2017 Tax Cuts and Jobs Act, the 2020 CARES Act, and recent pandemic relief tax legislation impacting traders.
Have you ever wanted to be your own boss and have financial freedom? Have you ever considered trying to make trading your main source of income, but you couldn’t figure out how to do it? Are you going through a trading dilemma, learning something new, and then finding yourself stuck with lots of information and no results? Are you stuck in various trading cycles, learning all the time, but still can’t figure out how to really trade successfully? And wondering why some people succeed and some don’t? Are you searching for a strategy that could generate you consistent profits month after month? In the Trader’s Guide you will find the answers to these questions and more. This book provides a clear, winning, step-by-step guide to: - How to successfully trade in the Forex and Commodities Markets, or any financial markets and generate consistent profits. - How to use proven techniques to find winning trades that generate real profits consistently. - Learning lessons and tips from the author’s 15+ years of experience as a proprietary trader. - Price action trading formulas that will get you up to speed trading as soon as you finish reading this book. - Risk Management rules that you can follow in order to succeed in any financial market. - How to create a trading plan that becomes your own personal business plan. - How to have clear trading business routine and follow it on a weekly and daily basis.
The first and only book to systematically address methodologies and processes of leveraging non-traditional information sources in the context of investing and risk management Harnessing non-traditional data sources to generate alpha, analyze markets, and forecast risk is a subject of intense interest for financial professionals. A growing number of regularly-held conferences on alternative data are being established, complemented by an upsurge in new papers on the subject. Alternative data is starting to be steadily incorporated by conventional institutional investors and risk managers throughout the financial world. Methodologies to analyze and extract value from alternative data, guidance on how to source data and integrate data flows within existing systems is currently not treated in literature. Filling this significant gap in knowledge, The Book of Alternative Data is the first and only book to offer a coherent, systematic treatment of the subject. This groundbreaking volume provides readers with a roadmap for navigating the complexities of an array of alternative data sources, and delivers the appropriate techniques to analyze them. The authors—leading experts in financial modeling, machine learning, and quantitative research and analytics—employ a step-by-step approach to guide readers through the dense jungle of generated data. A first-of-its kind treatment of alternative data types, sources, and methodologies, this innovative book: Provides an integrated modeling approach to extract value from multiple types of datasets Treats the processes needed to make alternative data signals operational Helps investors and risk managers rethink how they engage with alternative datasets Features practical use case studies in many different financial markets and real-world techniques Describes how to avoid potential pitfalls and missteps in starting the alternative data journey Explains how to integrate information from different datasets to maximize informational value The Book of Alternative Data is an indispensable resource for anyone wishing to analyze or monetize different non-traditional datasets, including Chief Investment Officers, Chief Risk Officers, risk professionals, investment professionals, traders, economists, and machine learning developers and users.
Use our 2019 guide to receive every trader tax break you¿re entitled to on your 2018 tax returns and for planning in 2019.
When you trade, you're not just trading companies that deliver goods or services. You're trading against other traders who care about only one thing: taking your money. That's the #1 hard reality of trading - and most traders either don't know it, or don't act as if they do. In this book, top trader and hedge fund manager Quint Tatro shows how to win consistently in the "zero sum" game of trading, where there's a loser for every winner. You'll learn how to reflect your trading competition in every facet of trading and investing: choosing companies to invest in, knowing when to jump in and out of the market, and mastering the psychology and gamesmanship of trading. Coverage includes: Understanding the "other side of the trade": the thousands of pros you're trading against. Finding a technical edge with technical analysis you can exploit over and over again. Understanding sentiment and overcoming the human emotions and biases that cost you dearly. Utilizing the most essential strategies of fundamental analysis. Playing positions and probabilities, not P+Ls. Recognizing and capturing huge opportunities in down markets.