Opportunity Zone Webinar and Q&A Session

 

The first webinar is free, but does not include the Q&A session.
CLICK HERE TO REGISTER FOR THE FREE WEBINAR

The second webinar includes a Q&A session and costs $50. Questions can be sent in ahead of time, as well as asked live. If you register for that webinar, you will be automatically registered for both.
CLICK HERE TO REGISTER FOR THE WEBINAR AND Q&A SESSION

 

 

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)
Read More...

Upcoming Events

2019 SDIRA Workshops

Puerto Rico – December 4 – 6 + 9 & 10

Click here to learn more

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