Tax Planning & Services

Your edge is that your tax issues are the same issues we have faced for ourselves and for our clients many times over. As a result, Trader Wealth Management has the tax solutions you need.

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.

Main Office
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010

CBOT Office
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604

312.697.2950 | Phone

 

bherr@traderwm.com | Email

 

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