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2025 Year-End Tax Planning for Traders and Investors Under the OBBBA

2025 Year-End Tax Planning for Traders and Investors Under the OBBBA

Aired On

Nov / 13 / 2025 - 12:00 pm - EST

Robert A. Green
Green Trader Tax

Join Robert A. Green, CPA, for our annual year-end tax planning webinar tailored for active traders and investors. The 2025 One Big Beautiful Bill Act (OBBBA) made major TCJA provisions permanent, creating new opportunities for traders to lock in lower tax rates and expanded deductions. This session will cover how to optimize your tax outcome before December 31—by managing Trader Tax Status (TTS), Section 475 elections, S-Corp wages, PTET payments, and retirement plans. Learn practical strategies to coordinate income, deductions, and entity-level benefits to maximize your 2025 savings and prepare for 2026. Perfect for individual traders, fund managers, and tax professionals who advise active traders.

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This material is from Green Trader Tax and is being posted with its permission. The views expressed in this material are solely those of the author and/or Green Trader Tax and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Tax-Related Items (Circular 230 Notice)

The information in this material is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

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Interactive Brokers does not provide tax advice, does not make representations regarding the particular tax consequences of any investments, and cannot assist clients with tax filings. Investors should consult with their tax professional about the tax implications of any investment.

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