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Ins and Outs of Self-Directed IRAs (IOSD)
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When clients ask tax practitioners about the tax ramifications of self-directed IRAs, they need to respond authoritatively to such questions. This program provides you with the knowledge to do just that. Often, self-directed IRAs result from a client's desire to obtain a better financial return from an unconventional investment than would be available if the account were managed by traditional investment advisors. This program is vital if you wish to understand what a self-directed IRA is, what

5/22/2015
When: 5/22/2015
8:00 AM - 10:00 AM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Denise Appleby, APA, CISP, CRPS, CRC
Contact: April Deneault
801-834-6634

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When clients ask tax practitioners about the tax ramifications of self-directed IRAs, they need to respond authoritatively to such questions. This program provides you with the knowledge to do just that. Often, self-directed IRAs result from a client's desire to obtain a better financial return from an unconventional investment than would be available if the account were managed by traditional investment advisors. This program is vital if you wish to understand what a self-directed IRA is, what it does operationally, the kinds of investments it can make, and the relationships the IRA account owner can and cannot have with the account.

 

Objectives:

* Advise clients with respect to the tax characteristics of a self-directed IRA * Advise clients with respect to how a self-directed IRA operates * Understand how a self-directed IRA owner may avoid the self-dealing rules


 

Major Subjects:

* Why IRA owners want to self-direct their IRA * Steps required to set up a self-directed IRA * The advantages and disadvantages of a self-directed IRA * What does the custodian of a self-directed IRA do? * What sort of investments may a self-directed IRA make? * Understanding  the self-dealing rules * New Tax Reporting Requirements


 

Designed For:

Any tax practitioner wishing to be current on all aspects of self-directed IRAs

 

Prerequisite: 

A basic understanding of the Federal tax rules dealing with IRAs and qualified plans

 

Advanced Prep: None

  

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Denise Appleby, APA, CISP, CRPS, CRC

Vendor: Surgent McCoy

Field of Study: Tax

Level: Intermediate

CPE Credit: 2 Hours

Acronym: IOSD

 

Registration Fees:

$89

Click here to register

 


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