The Tax Traders Toolbox

Tax Strategies for Traders, Investors and Business Owners

  1. Welcome to the course!

Optimizing Your Tax Strategy

  • $35.99
  • 2 lessons
  • IRS & Investors VS. Traders
  • Understanding Tax Deductions
  • Sunday Dec 15, 2024 , 12:30pm PST/ 3:30pm EST

Tax Strategies

Optimizing Your Tax Strategy

  • Live Instruction

    Our live instruction gives you the flexibility to learn through real-time video sessions, where you can actively participate, ask questions, and receive immediate feedback. All Sessions are recorded.

  • Course Description

    Are you a trader, investor, or business owner seeking guidance on filing procedures, deductions, or starting a trading business? Do you want to know the right questions to ask your tax preparer to maximize profits as a trader or investor? Join our workshop diving into essential tax strategies tailored for both traders, investors and business owners! From understanding IRS perspectives and qualifying for tax trader status to leveraging home office deductions and navigating intricate tax rules, this session covers it all. Explore Mark to Market elections, wash sale rules, organizational steps, and more, including a bonus expense spreadsheet tool. Don't miss this opportunity to optimize your tax approach and differentiate between investors and traders for maximizing gains!

  • Access to Course Replay

    Students will have access to course replays for maximum convenience and learning flexibility! With the course replay, you can revisit the session whenever it suits you, ensuring you never miss out on valuable content.

Meet Rose

Your Tax Expert

Meet Rose Maxan, the visionary behind STMS Financial Services. As the founder and CEO, Rose leads a team dedicated to Tax Preparation and Entrepreneurship, leveraging her extensive 13-year background as a Tax Analyst and Strategist. Her passion lies in delivering cutting-edge tax strategies that empower individuals to launch, grow, and expand their small businesses within the community. Beyond her remarkable career, Rose is a devoted mother to six children, spanning ages from 13 to 32, embodying both the joys and challenges of being a Girl and Boy mom. Outside the realm of taxes, she immerses herself in day trading and investing, offering her expertise as a coach to Futures and Options Traders. As a Futures and Options Trader, Rose comprehends all the complexities involved in filing taxes as a trader and investor. Her overarching goal is to uplift, enable, and equip traders and investors not just to meet but to surpass their financial aspirations. With an impressive clientele of over 349 returns and a track record of handling as much as 600 clients per tax season, Rose Maxan stands as a beacon of expertise and dedication in the financial realm.
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Workshop Highlights

Tax Strategies for Traders, Investors and Business Owners.

  • Understanding IRS Perspectives for Investors and Traders.

  • Properly Establishing Your Traders' Business.

  • Tax Trader Status and Qualifications.

  • Taxation Variances Across Securities such as Futures, Forex and Options Trading.

  • Mark to Market Elections and Wash Sale Rule.

  • Expenses Management in a Trading Business.

  • LLC vs. S-Corp for New Businesses.

  • Leveraging Home Office Deductions .

  • Differentiating Investors vs. Traders Gains .

  • Bonus: Expense Spreadsheet Tool .

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