Alternative Investments In Tax Advantaged Plans: Advanced Topics

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Alternative Investments In Tax Advantaged Plans: Advanced Topics September   2 3 pm - 4:40 pm ET Presenters: Bill Humphrey, CPA, and Bradley Burnett, Practicing Colorado Tax Attorney Credits: CPE (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   Alternative investments within IRA, §401(k), HSA, and SEP accounts can move the investor into unfamiliar and potentially gray areas. In this webinar, you'll learn about the Unrelated Business Income Tax (UBIT), including IRS rules for debt-leveraged real estate, other situations that generate UBIT, and UBIT calculation and mitigation strategies. Upon completion of this course, you will be able to: Identify examples of debt-financed investment transactions Explain the impact of UBIT on operating investment return and on capital gains Utilize strategies to reduce the long-term impact of UBIT Recognize other situations outside of debt leverage where UBIT occurs Describe the "sophisticated" clients' IRA investment strategy Mitigate UBIT via different planning strategies Identify a Section 1031 exchange within an IRA Calculate UBIT and the 990T tax filing Learn More Register Today About The Presenters   Bill Humphrey, CPA, is as an expert in self-directed IRAs, HSAs, and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Mr. Humphrey regularly advises clients on IRA law and the legislation governing tax-advantaged plans. Mr. Humphrey also teaches courses on retirement plan investment rules to investors, CPAs, and investment professionals. He is a graduate of the University of North Carolina, Chapel Hill.   Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax experience. Mr. Burnett's primary practice is in tax planning and tax controversy resolution. Previously, Mr. Burnett practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank, and managed the tax department as partner in a medium-sized Denver law firm. He is a graduate of the University of Denver School of Law Graduate Tax Program. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars 10 Ways to Improve Excel Workbooks August 23 at 3 pm ET Learn More New and Enhanced FBAR and FATCA Reporting Requirements August 24 at 1 pm ET Learn More LLC Formation and Taxation: The Three Tax Options August 26 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.