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Self Directed IRAs: After Peek v. Commissioner

Production Date: October 14, 2013 Practice Areas: Wills, Trusts, & Estates and Financial Planning Estimated Length: 7208 minutes

IRAs are a 5.4 Trillion dollar industry. Since market fluctuations in 2008 took a serious toll on IRA balances, more Americans than ever are looking to expand their IRA investment choices. The financial services industry is cranking out more self-directed IRAs (SDIRA) than ever. However, not all SDIRAs are created equally. Specifically, the May, 2013 Peek v. Commissioner decision sobered this fast growing concept and illuminated how important it is for SDIRA investors to know and play by the rules. Join attorney Frank Selden, as he assists practitioners who focus on guiding clients through the legal issues generated when clients gain direct investment control of their qualified funds. Specifically, Frank will reveal the legal issues that both attorneys and CPAs must know to properly counsel clients with SDIRAs.

Learning Objectives:

I.    Identify the three types of self-directed IRAs

II.   Work with IRA custodians

III.  Dissect prohibited transactions and effectively avoid them

IV.  Identify incomes taxable to IRAs and report them

David O.
Laurel, NY

Very detailed program. Extremely helpful.

Hamburg, NY

Frank is terrific and really knows his material.

Gary S.
Woodbury, NY

very specialized and even beyond the scope of the average tax practitioner.

Henry G.
Armonk, NY

Excellent course.

Richard G.
New York, NY

complex subject well presented

Frank L.
Hasbrouck Heights, NJ

t mastery of topic and well delivered

susan p.
montgomery, AL

well done!

Daniel S.
Gainesville, TX

This is part of a great series of presentations

Robert D.
Roseville, CA

Highly relevant

james p.
Oak Lawn, IL

Very informative program!

Troy F.
Bellevue, WA

Excellent presentation.

Robert B.
Rockville Centre, NY

Specialized expertise indeed!

Amy P.
Chappaqua, NY

superb presenter

Clifton K.
New York, NY

Very professional

Paul B.
Staten Island, NY

excellent presentation

keith s.
Cohoes, NY

He is a talented speaker amd was able to communicate the complicated material in an understandable fashion

Ralph K.
Murfreesboro, TN

Very informative!

Patavee V.
St. Louis, MO

Excellent presentation. Thank you for both slide handout and detailed outline. Thank you also for specific practice pointers for attorneys. Would appreciate more content on self-directed IRAs as well as from this presenter.

William R.
Cavalier, ND

excellent could have used another hour to cover materials

Tom W.
Oro Valley, AZ

Excellent presentation!

James A. H.
Williamsville, NY

might consider splitting program into 2 separate segments

Marguerite R.
Venice, CA

very helpful, practical insight into an area filled with potential minefields

Thomas T.
Englewood, CO

Excellent presentation on difficult topic

Hope T.
Roslyn, NY

Very informative

Wil H.
Seaford, NY

Interesting to learn nuances of IRA taxation on uncommon investments.

Joseph M. L.
Iselin, NJ


Shawn P.
spokane, WA

That was awesome: clear, concise, well illustrated by example. Thanx!