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Claudia Moncarz is an experienced attorney based in Florida. She received her Juris Doctor degree from the University of Miami School of Law and has been admitted to practice in the state of Florida and before the United States District Court for the Southern District of Florida.

With over two decades of legal experience, Claudia has a proven track record of success in both the trial and appellate courts. She is known for her strong advocacy skills and her dedication to fighting for the rights of her clients. Claudia is fluent in both English and Spanish, which allows her to effectively represent a diverse range of clients.

Claudia holds a masters degree in tax law and is also the creator of My Tax Alarm, a platform designed to help individuals and businesses avoid tax fraud and identity theft. The platform provides real-time alerts to users when there is any suspicious activity related to their tax accounts, allowing them to take prompt action to protect their personal and financial information.

Through My Tax Alarm, Claudia has been able to help countless individuals and businesses in Florida and beyond to protect themselves from tax-related fraud and identity theft. Her innovative solution has been recognized by various media outlets and has received numerous awards, including the Women Who Mean Business Award from the South Florida Business Journal.

In this episode of How To Trade It, Casey & Claudia discuss how to avoid an IRS audit, what you can do if you owe the IRS money, and the importance of keeping good records.  You don’t want to miss it!

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 You’ll want to listen to this episode, if you are interested in hearing Claudia          discuss… 

• [03:04] Difficulties with the IRS
• [09:44] Ignoring the IRS
• [12:45] Protecting yourself
• [15:15] Interest & Penalties
• [18:22] 1099s from Venmo+?
• [19:08] Digital assets
• [22:18] Long-term holdings

Resources & People Mentioned

• Internal Revenue Service

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