About the Speaker

Robert Green, CPA
CEO
GreenTraderTax.com

Robert A. Green CPA managed a tax and accounting firm catering to traders. He is a leading authority on trader tax status, a Forbes contributor, and author of Green's Annual Trader Tax Guide. Mr. Green frequently appears in WSJ, Barron's, and other financial media. He presents tax webinars for Interactive Brokers and other leading brokers.

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Speaker Schedule
Wednesday, March 12, 2025, 9:30 am - 10:05 am EST
Tax Treatment of Financial Products – Key Strategies for Traders
Robert Green, CPA |GreenTraderTax.com

Join Robert A. Green, CPA of GreenTraderTax, to understand how different financial products are taxed. Based on Green’s 2025 Trader Tax Guide, this webinar covers the tax treatment of securities, futures, options, forex, and crypto. Robert will also review the benefits of the Section 475 MTM election, go over key tax-saving strategies for active traders, and advise on how to avoid wash-sale losses and capital loss limitations. This session is ideal for traders, investors, and tax professionals looking to optimize tax efficiency in 2025. 

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