Unlock the full potential of your trading business with the Trading Entrepreneur Course, designed for serious traders who want to achieve and maintain the coveted Trader Tax Status (TTS). Led by a seasoned professional with extensive experience in trading and tax strategies, this course provides you with the knowledge and tools to maximize tax savings and establish your trading activities as a legitimate business.

In this comprehensive course, you'll learn:

  • Understanding Trader Tax Status: Discover the IRS criteria for TTS, and learn how to meet these requirements to gain significant tax advantages.
  • Record-Keeping and Compliance: Master the essential documentation and compliance practices needed to qualify for and maintain TTS, including setting up your trading business structure.
  • Advanced Tax Strategies: Explore tax-saving opportunities such as mark-to-market accounting, retirement planning options, and maximizing deductions to reduce your tax burden.
  • Avoiding Common Pitfalls: Learn how to navigate potential challenges and avoid mistakes that could jeopardize your TTS qualification.
  • Practical Applications: Gain insights from real-world examples and case studies to apply the course teachings to your trading activities.


Whether you're a day trader, swing trader, or position trader, whether you're new to trading or not, this course will equip you with the expertise to elevate your trading career and optimize your tax situation. Take control of your financial future by learning how to Trade Stocks as a Business.

This blended learning course will span 4 weeks total. Each week, students will get access to a set of written lessons--study these any time during the week, but we recommend before the live session at the end of 3 of those weeks. Expand each topic below to see the full schedule. 

We'll meet online on 3 Saturdays so you can ask Martha questions, especially if you are setting up your business during the course--this is recommended to get the most out of the course, but not required. 

Hands-on Learning Opportunity

Intimidated? Don't be! You'll learn it's not as complex as it seems.

  • Start Today

    Putting it off? Or, want to make sure you've done it right? The course schedule is designed for you to get started.

  • Expert Help

    Get Martha's help with filing forms and structuring your trading business. You'll learn valuable tips you can't find elsewhere.

  • Tax Savings

    You'll save a lot of money and time by learning how to set up and run your trading business with the right information.

Course curriculum

    1. How to navigate this course

    2. Course Instructions: Layout & Schedule

      FREE PREVIEW

    1. The Basics of Owning a Small Business

    2. The various types of business entities you can choose.

    1. How to fill out State forms to start your business.

    2. Reference Materials and Forms

    3. 1st Class Meeting

    1. How to set up your business: bank account, broker account, IRS rules and filings.

    2. Broker rules and requirements for Trading as a Business

    1. IRS Rules and Regulations, State Rules and Regulations

    2. Reference Materials and Forms

    3. 2nd Class Meeting

    1. Keeping Your Trading Business Records

    2. P&L and Balance Sheet examples

About this course

  • Blended Learning - written and live instruction (recorded)
  • Starts September 17, 2024

From students who have taken this course...

Comprehensive - Everything You Need to Know

If you want to be trading as a business, this course has everything you need to know to get started and maintain your company. I learned how much of an advantage it is to have trader tax status to minimize the my tax burden and the amount of bookkeeping and recording that's necessary. Plus, it simply takes what I'm already doing as a Technitrader student and trader and turns it into a monetary advantage. Martha and her team have hit it out of the park on this one!

by Alan R.

The level of Knowledge that Martha brings is exceptional

I just had the opportunity to hear and see the last zoom presentation for the Trade as Business. It was wonderful. I want to take this time to tell Martha and you how much I appreciate this course. As I said before, I am a tax professional, I do many classes every year, I can say that: the level of Knowledge that Martha brings is exceptional. Thank you both very much

by Lorene O.

Your Instructor

CMT, CEO, Head Instructor Martha Stokes

Martha's life's work in her retirement years is to pass her decades of knowledge and experience in the markets onto her dedicated TechniTrader students. Martha Stokes CMT is a retired professional Buy-Side Analyst. She is a member of the CMT Association and earned the Chartered Market Technician designation with her thesis, “Cycle Evolution Theory.” She is a prolific author, having created over 40 stock market courses that include new, unique analyses: Relational Technical Analysis, Market Condition Analysis, and Spatial Pattern Recognition. Her focus for long-term investments is emerging displacement technologies that will have a significant impact on society, the economy, and the stock market. Martha ran a successful fund, has sat on both sides of the Venture Capital table, worked on an IPO, and has taught at several community colleges. Martha's articles can be found all around the web, i.e., Proactive Advisor Magazine, Stocks & Commodities Magazine, the CMT Association, Stockcharts.com, eZine and more.