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Recent developments in tax law focus on three major tax cases pivotal to self-directed IRAs:
The first two opinions discuss the important issues pertaining to reporting hard to value assets while the 2014 opinion discusses the new reporting requirements in 2014. Join attorney Frank Selden as he analyzes these cases and provides case studies to highlight the primary issues involved in self-managing one’s qualified funds through an IRA. This course reveals the latest pitfalls that both attorneys and CPAs must know to properly counsel clients with SDIRAs.
I. Identify key issues in the Peek, Ellis and Gist cases
II. Understand prohibited transactions and effectively avoid them
III. Recognize incomes taxable to IRAs and report them
IV. Know the new reporting requirements beginning with reports for 2014
This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit
Frank focuses his practice on Rollover Business Startups, Self-Directed IRAs and Solo-Ks, and estate planning for business owners. Prior to law school he worked in banking and insurance. Frank is also a Judge Advocate in the Washington Army National Guard. He served two tours in Iraq. While some say he is an expert at self-directed retirement planning, Frank prefers to say his experience is active listening and creative thinking.
To ask Frank "what do you do with your free time" results in a blank stare. He is happily married. He and his lovely wife Barbara have 6 children and 4 grand children. Frank sometimes disappears for walks with his goldendoodle Loki or on a golf course.
giving the worst case scenarios was a neat approach and very illuminating
it was interesting
It was brief and correctr. Good Job!
saved me from making mistakes in this area of law.
good work on dry subject.
This speaker was topnotch. (And His shirt nicely balanced his reserved approach.)
It was an informative seminar
Thanks for the education!
A very difficult content made understandable. Thank you
He was excellent.
not really my area but still very informative
Good seminar, good questions at the end
As with prior work this presenter has done, I've been quite pleased with this presentation. Well done.
Excellent course. Lots of good information on current state of the law and things to prepare for for next year.
One of the best LawLine courses ever.
Very good coverage
A well-prepared presentation and thorough presenter.
Interesting subject matter and excellent presentation.
Great presentation for someone with or without a tax background. I enjoyed it thoroughly.