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Individual Trade Analysis for Your Prospective Trades |
Send our team your trade analysis before you enter your trades and we will provide timely feedback that may mean the difference between profits and losses! |
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Training on Your Brokerage Trading Platform |
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We work with most brokerages and can show you exactly how to enter your trades and your contingent orders for risk management. Each broker also maintains unique margin requirements that we help you manage. |
Customized Tax Plan for You and Your Trading Business |
No two people are the same and there should be no two tax plans that are the same. Let us build a custom tax plan that encompasses all aspects of your life and your new trading business to take advantage of all the tax benefits you are allowed! |
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We Incorporate Your New Trading Business |
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The most advantageous business structure for trading includes a combination of a Limited Liability Company (LLC) and a regular Corporation (C-Corp) to take advantage of the benefits of all entity types. We will create your entities and perform all the legal work to make you CEO of your own Trading Company! |
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We perform Accounting and Performance Review Services |
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Your new trading company will have to maintain separate accounting records that can be complicated based on the unique Mark-to-Market accounting methodology that provides multiple benefits for traders. Just send us your statements and we will perform all the accounting and performance review services for your new company. |
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We prepare your Individual and Corporate Tax Returns |
The tax laws provide many benefits to options and future traders that most CPA's do not know about because their clients are not involved with high level trading. We have CPA's on staff that specialize in Trading Business taxation and will prepare your individual and corporate tax returns your first year. |
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Cash Flow Management Program |
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Every successful business needs to generate consistent cash flow in order to plan for growth. We will help you develop a cash flow model for your business. |
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Margin Management Program |
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Each Brokerage maintains unique margin requirements that directly impacts your trade prospects. We will work with you to build in a margin management program for your business to optimize the returns while reserving required margin for adjustments. |
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Direct Access to Our Professionals via Email and Phone |
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Get answers when you need them. We limit the number of Platinum members so that we can provide timely and effective feedback when you need it most. |
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Exclusive "Mind Scan" Psychology Analysis of Your Trading Patterns |
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We have trained professionals that analyze your thought patterns to assess how to apply your individual strengths to your trading business and help you achieve your ultimate objectives. We have dedicated professional executive coaches to help you build on your strengths. |
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Partnership Opportunities |
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Our successful students are often invited to join our team and continue to help others achieve their financial dreams. You can get paid for helping others through our program. You can also trade with our money and earn a large percentage of the profits! |
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Tax Deductible Saving You at Least 35% of the Cost |
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Our Silver and Gold packages are not tax deductible; however, our Platinum package is fully tax deductible since we are forming new Corporations for your business! You can write off the cost of our Platinum package as start up expenses and save up to half the cost! |
