Speech to ETC re: Prohibited Transactions

If you have not heard me speak, here’s a download of a presentation I gave at the Equity Trust Company Conference in 2014.  It should give you a feel for my qualifications and approach.  You’ll also learn a bit about prohibited transactions in your IRA (Code Section 4975) and UBIT (Unrelated Business Income Tax aka “IRA Tax”).  While the subject matter is dull, I am not.  Enjoy!

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