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Published Work

VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.

My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US

Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles

My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.

Latest Articles

Self-Directed IRA Versus Solo 401(k)

Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...

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Stuck With a 401K Loan and Leaving Your Job

Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...

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6 Critical Trademark Considerations

Many clients wonder whether they need to trademark their business name. A trademark is a legal protection given to a business name or slogan and allows the owner to prevent others from using the same name or slogan. The purpose of a trademark is to give the owner of...

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How to Disinherit a Child from your Estate?

What do you do when you have a child you’d like to disinherit from your estate? It’s not as easy as you think, so make sure you follow the proper procedures to specifically cut them out. Don’t just leave their name out of things and think that this will accomplish...

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