Court Rules in Favor of Self-Directed IRA Real Estate Investor in Prohibited Transaction Case
A recent Bankruptcy Court decision dealt with prohibited transaction claims against a self-directed IRA owner, and the court ruled in the investor's favor.
RESOLVING TAX DISPUTES WITH THE IRS: WHAT ARE MY OPTIONS?
The IRS has some significant collection tools it can use to collect federal taxes. The IRS can lien assets such as your home, seize cash in bank accounts and garnish wages.
PRECIOUS METALS BULLION IN IRAs: SATISFYING THE ‘PHYSICAL POSSESSION’ REQUIREMENT
In 1986, Congress allowed IRAs to invest in precious metals bullion. Here's how IRA owners can satisfy the “physical possession” requirement the right way.
When Does Raising Money in an LLC, Joint Venture or Partnership Violate Securities Laws?
Forget crowdfunding, PPMs and IPOs! Partnerships and Joint Ventures are less complicated and more reliable ways to raise money and start a business.
Crowdfunding & Self-Directed IRAs: What Every Investor, Portal, and Offering Company Should Know
Crowdfunding is the newest form of raising capital for small businesses and start-ups and it will eventually dominate as a primary method of raising capital in amounts under $1,000,000.
2014 RETIREMENT PLAN & HSA CONTRIBUTION LIMITS
The IRS recently announced the 2014 retirement plan contributions limits. The only significant changes in contributions amounts were for SEP IRAs Defined Benefit Plans.
2013 Retirement Plan Contribution Limit Increases
Good news: the IRS has announced increases to the amounts individuals may contribute to their retirement plans in 2013. Here's a look at the new limits.
Obamacare 3.8% Investment Income & Real Estate Tax
The Affordable Care Act, also known as Obamacare, includes a new tax on net investment income of 3.8%. While the application of this new tax was slated...
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.
