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Surgent's Ins and Outs of Self-Directed IRAs (IOSD)
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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.

5/23/2016
When: Monday, May 23, 2016
8:00 AM - 10:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is closed.
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Acronym IOSD
CPE 2 hours
Category
Taxes
Level Intermediate
Vendor Surgent
Who should attend

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
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
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.

Major Topics:

  • 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

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

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