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Pros and Cons of Trading an IRA or Brokerage Account

Posted on June 12, 2020 (July 2, 2020) by Michael Atias

Traders are constantly on the lookout for the best strategies to improve their trading decisions. One of the most common challenges that traders go through is figuring out which accounts they need to trade. Which one is better to trade – the retirement account or the taxable brokerage account? If you want to make sure […]

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How to Plan Tax Planning Opportunities in 2020

Posted on May 24, 2020 (July 2, 2020) by Michael Atias

As we near the last quarter of the year, it is smart to switch on the power mindset of a trader and focus on tax planning. Coming up with an effective blueprint will be a great help in protecting your finances from spending unnecessary tax expenses and also lowering tax liability. This is not as […]

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Important Things to Understand About Incorporation

Posted on May 2, 2020 (July 2, 2020) by Michael Atias

There are many things that traders need to consider to continuously grow their wealth. One of the things that come to mind when traders want to expand is incorporation. Incorporation is the process that a business can become a legal company. This typically involves forming a business structure, drafting articles of incorporation and identifying the […]

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4 Effective Tax Strategies That Could Help You Save Money

Posted on April 17, 2020 (April 18, 2020) by Michael Atias

Year-end tax payments can be such an arduous task. No one enjoys hours and hours of computing their taxes and no one definitely wants to pay more than what’s necessary. Investors and traders should be especially careful of how they spend their money. There are already a lot of expenses out there and you should […]

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Must-Know Tax Laws That Could Help You Save Money

Posted on April 2, 2020 (April 18, 2020) by Michael Atias

As trader tax advisors, we often get consultation requests that need immediate attention. With a commitment to giving the best kind of service, we do our best to provide what we can to those who require our services. Here’s an example of a scenario that might be able to help you out too. A client […]

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