Futures Trading Tax Benefits and Other Considerations

By NinjaTrader Team

When starting a new career path, it’s important to understand the tax implications of entering a new field—and futures trading is no different. For instance, new traders might not know about futures trading tax benefits compared to other asset classes, such as the 60/40 tax consideration split between long-term and short-term capital gains for futures trades.  
Anderson Business Advisors Partner Toby Mathis, who has 24+ years of experience assisting traders and investors with customized business planning and accounting solutions, joined us on this week’s episode of “See the Futures” to discuss all things futures trading tax benefits, including the unique tax treatment futures traders are afforded, nuances to avoid, and more.

Additional topics discussed in this free livestream:

  • Pitfalls of filing under “trader status” due to the subjective nature of requirements

  • Tax benefits of creating a partnership for futures trading

  • How the tax code on futures traders’ expenses is different from other businesses

  • Why mark-to-market elections may not be the best option for futures traders

Please Note: 
NinjaTrader LLC and its affiliates do not provide tax, accounting or legal advice. This material has been produced for informational purposes only, and is not intended to provide, and should not be relied on for, tax, accounting or legal advice. We strongly recommend that you consult your own tax, accounting and legal advisors before engaging in any transaction.

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