Services We Offer

IRA & Tax Planning
  • Self-Directed: IRAs, HSAs (powerful Health Savings Accounts), CESAs (Education IRAs), and 401(k)s
  •  “Checkbook” LLC (IRA-Owned LLC) (we help you decide whether you really need one and review why they should NOT be self-managed)
  • Screening deals for fatal prohibited transactions
  • Discussing UBIT (IRA Tax)
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Upcoming Events

Self-Directed IRA Workshop: June 3rd & 4th in Columbus, Ohio

When you join us at one of our two-day workshops, you’ll learn how to make the most of your self-directed IRA, protect your assets from the IRS, and learn which types of deals and investments will benefit you most.

  • Learn how to structure deals to reduce IRS risk while rapidly ballooning the value of your account.
  • Learn the three weaknesses of IRA-owned trust in an IRS audit.
  • Learn how to pay for education, including K-12, with tax-free dollars.
  • Learn how to pay for healthcare tax-free, including trips overseas.
  • And much, MUCH more!