Trader Resources
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Trading Guides & Education: Learn the basics of day trading, how to open a trade account, pattern day trader rules, and key trading definitions.
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Trader Tax Resources: Understand trader tax status, mark-to-market accounting, wash-sale rules, and how day traders are taxed.
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Business Structure & Entity Help: Compare LLCs vs S-Corps for traders, learn how a trading business works, and determine if you qualify for trader tax status.
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Software & Tools for Traders: Explore bookkeeping tools, trading applications, charting software, and accounting systems designed for active traders.
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Compliance & IRS Guidance: Access simplified explanations of IRS rules, Section 475(f) election details, and best practices for staying audit-ready.
A simple, reliable resource designed to help you understand the language of taxation and international trade. This glossary breaks down complex terms into clear, easy-to-understand definitions. Use it as your go-to guide for confident and informed decision-making.
These articles highlight tax laws, practical tips for individuals and businesses, and clear guidance to help you make confident financial decisions. Explore our recent articles to stay ahead of important tax deadlines, deductions, and strategies.
Our Active Trading FAQ is designed to give you clear, straightforward answers to the most common questions traders face. This guide will help you understand your tax obligations and make more informed decisions throughout the year. View our list of the most frequently asked questions
Navigating the tax landscape is a critical part of running a successful business. Our Business Tax Decision Guide is designed to simplify complex rules, help you understand your options, and provide clear direction for making informed financial decisions.
Get clear, dependable tax guidance with a free consultation. Our team reviews your situation, answers your questions, and outlines the best strategy to move forward—so you can make informed decisions with confidence.
Unlock expert tax insights with our free eBook—designed to help individuals and small businesses understand deductions, stay compliant, and save more money each year. Download your copy today and get clear, practical guidance to make tax season easier and more stress-free.
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