Session Details

Tuesday, October 20, 2026 | 1:40 PM - 2:10 PM EST

The Trader’s Tax Playbook - How to Structure Your Trading Business and Avoid Costly Tax Mistakes

You’ll discover how to: 
- Evaluate the tax structure of your trading activity 
- Understand when an LLC or other entity may—or may not—make sense 
- Identify potential tax advantages available to qualifying traders 
- Avoid common recordkeeping, entity, and tax-planning mistakes 
- Prepare your trading business for tax season before year-end

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Jerry Allison
CPA
Traders Accounting

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Year-End Portfolio Strategies

October 20, 2026