Category: Trader or Investor

Mark to Market: Trader or Investor?

Chris Moss CPA Tax Attorney

Welcome to TaxView with Chris Moss CPA Most of you all have invested in stocks and bonds or other publicly traded securities with the help of a “securities dealer” or stock broker. But if you are “trading” in securities on a regular basis for yourself and family, IRS Topic 429 says you may be upgraded …

Continue reading