TradeLog Webinar Archive
Following are our archived webinar sessions. Note, most archived sessions do not include Q&A time - as most questions asked pertain to specific situations. If you have a question after watching a webinar, please contact our support department.
Expert Tax Strategies and Solutions - Featuring CPAs Robert Green and Darren Neuschwander of GreenTraderTax!
CPAs Robert Green and Darren Neuschwander of GreenTraderTax join us to talk about strategies and solutions for trader taxes! We discuss tax challenges facing active traders and investors for 2011. Then we examine solutions and strategies including how to use TradeLog generated reporting, when to file an extension, changing to Section 475 MTM accounting, and more. Recorded from a live session on March 27, 2012
Duration: 1 hour 38 minutes
2011 Trader Tax Filing With TradeLog
Trader tax filing for 2011 is more difficult than ever before. The IRS has put a huge tax burden on traders. This webinar discusses what you need to know about tax filing in 2011 for active traders. We review 1099-B and Form 8949 and the problems associated with these forms. And we also show you how TradeLog tackles these problems. Then we discuss filing options for Form 8949.
Duration: 57 Minutes
Wash Sales and the Active Trader
Typically traders only notice wash sales when they file their taxes. However with TradeLog you are able to identify potential wash sales and make important decisions regarding your trading BEFORE the tax year has ended. This webinar session will teach you how to use and understand the wash sale reports in TradeLog software, and we will discuss how wash sales affect traders - and how you can possibly use them to your advantage. This session will be recorded and archived.
Duration: 55 Minutes
Top Ten Best Practices for TradeLog Users
Would you like to make the most out of TradeLog software? This webinar will discuss the top 10 best practices when using and maintaining TradeLog, compiled by our very own support staff. Whether you are using TradLog for the first time or many years, these inside pointers will help you to become a better user of TradeLog and make tax time a breeze!
Duration: 42 Minutes
Using TradeLog for the First Time - TradeLog 9.0
Ready to start using TradeLog 9.0? This webinar will help new users to learn the basics of the software as well as the steps for getting started quickly. The session will start with a brief overview of the software and then move step-by-step through the Quick Start Guide - with a demonstration of each step along the way. Presented by the TradeLog support staff.
Duration: 43 Minutes
TradeLog... More Than Just Taxes
Many traders purchase TradeLog for tax time and never use it the rest of the year. In this webinar we will show you how to make the best use of your TradeLog software all year long. Including using the performance and chart reports for analysis and portfolio management. You'll also see how regular use of TradeLog makes tax time even easier.
Duration: 28 Minutes
Understanding Option Trading Functions
Do you trade options? This webinar will help users to learn the basic to advanced functions available in TradeLog for options traders. The session will start with a brief overview of option reporting requirements and how options are recorded in TradeLog. We will go step-by-step through the process of how to adjust for exercised and expired options - with a demonstration of each step along the way. Useful features for Broad Based Index Options will also be considered. This session will be presented by the TradeLog support staff.
Duration: 40 Minutes
New Cost Basis Reporting Laws and the Active Trader
A discussion of the new cost basis reporting laws that go into effect on January 1 - and how you can expect them to affect you. We will discuss the history of the legislation and its purpose, some details about what it requires for brokers. Then we will talk about what active traders will begin to see as a result of the change. And what if anything you as a trader need to do in the future.
Duration: 23 Minutes
