Tax Topics for Traders (updated for 2021 calendar year)
NexusFi NexusFi
27K subscribers
1,081 views
0

 Published On Mar 16, 2021

Visit https://futures.io for more futures trading webinars and strategies.

0:00 Intro
1:52 2021 Tax Topics for Traders, bio, summary
3:07 Trader Tax Status (TTS)
5:44 TTS qualifications and avoiding pitfalls
9:53 Benefits of TTS
12:23 Mark To Market (MTM) election; discussion & strategy
14:57 Mechanics of making the MTM election
22:19 Issues with making the MTM election
25:35 Wash sales
29:02 Reporting requirements
31:14 Business entity choices
35:18 Conclusion, Q&A


Presented by: Ryan Curran, CPA, JD, topics include:

Ryan founded Curran & Company in 2012 and has a BS in Accounting and Finance from Rutgers Business Law. Ryan graduated with honors and with a Juris Doctor degree

This webinar: Detailed Discussion of Trader Tax Status
What tax benefits does TTS afford taxpayers?
MTM Election and implications
Wash Sales
Tax Reporting Requirements
Choosing what’s best between: Sole Proprietorship, LLC, S-Corporation, and C-Corporation entities
Bring your questions & receive answers during the live event

Ryan started his career in public accounting in 2007 while finishing his undergraduate education. After working for highly-regarded regional public accounting firms in the New York & New Jersey area for several years, Ryan founded Curran & Company in 2012 with the intention of providing high-value and high-quality tax, accounting, and advisory services to small to mid-size businesses and individuals.

As an entrepreneur, Ryan is well equipped to provide truly meaningful insight and advice to the Firm’s business clients on tax and business issues.

Ryan earned a Bachelor of Science in both Accounting & Finance from Rutgers Business School in Newark, New Jersey, graduating with honors. He graduated from Rutgers Law School with a Juris Doctor degree, after attending evening classes from 2012 to 2016.

Ryan is a Certified Public Accountant in New York and New Jersey. He is also authorized to practice Law in the State of New Jersey and actively practices law through a wholly-owned entity unaffiliated with the Firm.


Discussion thread for Q&A:
https://futures.io/traders-hideout/48...

show more

Share/Embed