- Real Estate
- Tax Liens
- Tax Strategies
- Business/Estate Planning
- Precious Metals
- Other Investments
Thomas J Barnes, Esquire of the Egbert and Barnes Firm discusses the benefits, potential prohibited transactions, disqualified persons, and case law associated with Checkbook control IRAs. Attorney Barnes also answers questions from the session participants.
Elizabeth Morrow, Esquire and Michael Breslow, Esquire of Kerr Law firm discusses the benefits and rationale for using self directed IRA LLCs and how to avoid the potential pitfalls and prohibited transactions associated with checkbook control IRA’s. They discuss the landmark court case “Swanson Vs the Commissioner”.
Elizabeth Morrow, Esquire and Michael Breslow, Esquire of Kerr Law firm picks up from part 1 and discusses prohibited transactions, disqualified persons, LLC organizational documents, funding restrictions, and reviews multiple hypothetical situations.
Elizabeth Morrow, Esquire and Michael Breslow, Esquire of Kerr Law firm discusses funding entities, Unrelated Business Taxable Income (UBTI), Unrelated Debt Financed Income (UDFI), Unrelated Business Income Tax (UBIT), and Plan Asset rules and regulations. They review the technicalities associated with establishing a self directed IRA entity.