Mastering Tax Strategies for Traders

Trader Taxes Workshop

Unlock the secrets to optimize your trading success by mastering advanced tax strategies tailored for traders. Join our exclusive Trader Taxes Workshop, where tax expert Rose Maxan will guide you through the intricacies of trader taxes and empower you with the knowledge to take control of your financial destiny.

Virtual Class



Starting date



$ 100/ person


Secure Your Spot Today!

Limited slots available for this exclusive seminar. Don't miss your chance to revolutionize your trading approach and unlock the full potential of your financial success.

Why Should You Attend The Seminar?

Understanding IRS Perspectives for Investors and Traders

Gain valuable insights into the IRS perspectives specifically designed for investors and traders. Understand the key considerations that can impact your tax position.

Properly Establishing Your Traders' Business

Learn the crucial steps to properly establish and structure your traders' business. Discover the foundations that will set the stage for financial success.

Tax Trader Status and Qualifications

Navigate the complexities of tax trader status and qualifications. Understand the criteria that determine your eligibility and the benefits associated with achieving tax trader status.

Mark to Market Elections

Unlock the potential benefits of Mark-to-Market elections. Learn how this accounting method can impact your trading business and provide advantages in certain market conditions.

Wash Sale Rule Demystified

Demystify the Wash Sale Rule and its implications for traders. Understand how to navigate this rule effectively and avoid potential pitfalls in your trading activities.

Taxation Variances Across Securities

Dive into the variations in taxation across different securities, including futures, forex, and options trading. Gain insights into optimizing your tax position based on your trading activities.

Expenses Management in Trading Business

Master the art of expenses management in your trading business. Learn strategies to maximize deductions and minimize tax liabilities while staying compliant.

LLC vs. S-CORP for New Businesses

Explore the advantages and considerations of choosing between an LLC and an S-Corp for new trading businesses. Understand the impact on taxation and liability.

Leveraging Home Office Deductions

Discover the benefits of leveraging home office deductions for traders. Learn how to maximize this deduction while meeting IRS requirements.

Organizational Steps for Trade Business

Get a step-by-step guide on organizational steps for your trading business. Ensure that your business is structured efficiently for optimal tax outcomes.

Differentiating Investors vs. Traders

Understand the distinctions between investors and traders for tax purposes. Learn how these differences can impact your tax obligations and benefits.

Bonus: Expense Spreadsheet Tool

Receive an exclusive Expense Spreadsheet Tool as a bonus. Simplify your expense tracking and optimize your financial record-keeping for tax purposes.

Seminar Highlights

Tax Strategies Unveiled

Unlock the secrets of minimizing your tax liabilities as a trader. Rose will delve into proven strategies that can revolutionize your approach to taxes.

Navigating Tax Challenges

Gain insights into the challenges traders face in the tax landscape. Learn how to proactively address and overcome these challenges for a smoother trading journey.

For your career

Engage in a live Q&A session with Rose Maxan. Pose your questions, share experiences, and connect with a community of like-minded traders.

About Rose Maxan

Meet Rose Maxan, the visionary behind STMS Financial Services. As the founder and CEO, Rose leads a team dedicated to Tax Preparation and Entrepreneurship. With over 13 years of experience as a Tax Analyst and Strategist, Rose is passionate about empowering individuals to launch, grow, and expand their small businesses within the community.