Analyzing Graphs


There are two limitations most traders face that can be resolved with a proper entity structure.

  1. Tax limitations

  2. Asset protection

Tax Limitations

Without the proper entity structure, you are considered to be a “hobby trader” by the IRS and as such, you do not get any tax benefit from your trading activity.  With a proper entity structure, you too can enjoy some of the same tax benefits of a Wall Street trader.

Asset protection

Protect your cash trading accounts from personal liability.  For example, if you were to be sued for a car accident, your personal assets are at risk.  With a proper entity structure, we can show you how to separate or quarantine your assets to manage your risk.