We specialize in the tax treatment of gains, losses and related expenses for investors and traders.
Learn about the tax benefits of a trading income and other rules and regulations you need to know as an active trader.
Applicable to a wide range of traders — from those building a history to the established ones — this is the end-of-year tax procedure you need to know about on your tax return.
With so much potential ambiguity surrounding the term trader according to the IRS, know exactly where you stand with legal precedents and decisions.
Do you buy and sell securities? If you do, and you’re an individual looking to expect dividends from a variety of outlets, learn about what you can deduct, what to pay taxes on, and more.
Learn about the frequent IRS scrutiny faced by part-time traders, what precautions and record-keeping options to undertake, and how to maintain your journal performance with key metrics and other elements.
Learn more about the way the IRS perceives your status, different kinds of partnerships, capital gain and dividend rates, and other crucial tax processing and reporting tips.
Should you form a legal entity for your trading business?
View information about the securities and commodities tax instruments.
Find out more about retirement plans and tax benefits related to them.