IRA Case Study & Workshop Helpful tips for CPAs


Overview
This program will take a more detailed look at the self-direction of IRAs and § 401(k) accounts by presenting a series of case studies. Discussion will focus on specific subjects related to different types of assets. The class will prepare participants to advise clients on how to get more out of their IRA accounts while still adhering to IRS rules.

Objective
The participant will master details and strategies associated with the IRA purchase of numerous asset types.

Emphasis

  • Opportunities for CPAs to expand their business to service clients’ self-directed IRAs
  • Case Studies related to the following assets:
    • Raw Land
    • Single Member LLC
    • Physical Precious Metals – Bullion
    • Physical Precious Metals - Eagles
    • Operating Company – Insulation Pros
    • Tax Liens
    • Hardwood Trees
    • Start up Private Equity
    • Pre-IPO Company
Prerequisite
Basic understanding in IRC Rules for Self-Directed IRAs

Preparation
No advance preparation required

Level of Knowledge
Basic

CPE Credit
2 Hours

Delivery Method  
Group Internet Based

NASBA Field of Study
Taxes

Author
Clay Malcolm