Core Tax Strategies - Online

Core Tax Strategies - Online Course

Core Tax Strategies - Online:

Two 1.5-hour sessions

$1,000

To enroll in courses, you must first take a FREE Power Trading Workshop.

Every trader or investor, regardless of their preferred asset class or strategy, is looking for an 'edge' that will minimize their tax liability and keep them in compliance with IRS rules and regulations. This course is designed to give you that edge. It starts by recognizing that tax trading rules are complex and understanding of these rules requires highly specialized knowledge of IRS code and extensive experience in tax court case law. The objective of the Core Tax Strategies class is to provide you with tax information which will assist in identifying multiple tax strategies that can effectively minimize tax exposure and at the same time complement your trading style and trading plan objectives.

Suggested prerequisites: This course is designed for all students who are serious about becoming active traders or interested in gaining freedom of choice in investing through their retirement accounts. No trading experience or prerequisite course work is required. Applicable for US Traders and Investors Only.

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What You Will Learn

  • Overview

    Every trader or investor, regardless of their preferred asset class or strategy, is looking for an ‘edge‘ that will minimize their tax liability and keep them in compliance with IRS rules and regulations. This course is designed to give you that edge.

  • The Objective

    Core Tax Strategies class will provide you with tax information which will assist in identifying multiple tax strategies that can effectively minimize tax exposure and at the same time complement your trading style and trading plan objectives.

  • Learn About

    The advantages and disadvantages of filing as an investor or a trader in securities, how to qualify as a trader and unlock tax benefits reserved for traders in securities, such as writing off your tuition/home office/travel, Mark to Market accounting method, corporate setups that may reduce exposure to IRS scrutiny and provide many tax benefits, and how to gain freedom and choice in trading or investing your retirement plans.

  • The Format

    Two consecutive interactive online sessions, approximately 1.5 hours per session led by a professional tax accountant specializing in tax trading rules with 20% of class allocated to Q & A, all students are entitled to a one hour personal consultation.

What Students Are Saying

“I learned so much and it helped me make some necessary decisions before I began trading, core Tax strategies is a Must class every student interested in a career with trading should take!”

, October 2014

“ProActive Investor and Tax course = I should be able to fire my Wealth Management Advisor. Saving all those fees for me.”

, October 2014

“"With OTA Tax Pros, I know that my taxes will be done by tax accounting experts who understand all the deductions and other tax criteria available to the professional trader."”

, February 2014

“Great class. A lot of really good information packed into three short sessions. Michael did a great job explaining the benefits of qualifying as a Professional Trader and setting up a separate entity for trading. His information concerning self directed IRA's was very thought provoking.”

, February 2014
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