Tax Planning & Services

Our Tax Planning and Services are designed to minimize what is often your biggest expense--taxes. Led by Bill Herr, a CPA with over 23 years of serving members and traders of the financial exchanges and over 18 years as a taxpaying trader, Trader Wealth Management has the knowledge and experience to navigate through this complicated area of the trader tax code. Our expertise has saved individual clients hundreds of thousands of dollars through their specialized knowledge in trader taxation. Through the years, we have dealt with a broad range of trader-tax questions and provided solutions to the toughest of situations.

Beyond our planning and preparation of income taxes, our tax knowledge is essential in making decisions regarding your portfolio and in constructing your personal financial plans. Key financial planning strategies such as retirement plans, estate planning and college savings plans are all a result of tax law. Our goal is to attain the highest after-tax, risk-adjusted returns for our traders and our fee is often offset by our value added through tax management and our access to institutional quality investments.