Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“Is there a way for me to reduce taxes on my futures trading gains?”

CommonDeep Dive · 60 min · $170

Futures trading gains are often taxed under special rules that can differ from ordinary stock investing, so the tax picture usually depends on the contract type, the holding period, and how the activity is reported. In many cases, the mix of short-term and long-term treatment, mark-to-market reporting, and the way losses are netted can affect the overall result. Recordkeeping also matters, especially when trades span multiple accounts or include fees and related expenses. The exact outcome often turns on the trader’s facts, the election status, and how the year’s gains and losses are grouped. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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