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Course/Product Description
Title:

Investing IRAs and Qualified Plan Rollovers in Start-Ups and Other Private Investments Startups

SKU:WC-1014522
Date / Time: Recorded
Format: Webinar
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Description:

A growing number of IRA owners and recipients of qualified plan rollovers have sought to invest directly in real estate and small businesses that they may intend to manage or otherwise be personally involved in.

This trend has accelerated in recent years as IRAs hold more than $6 trillion and syndicators, entrepreneurs, private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital. This raises significant policy and enforcement issues for government regulators, especially with the advent of large Roth IRAs.

By attending this webinar, you will learn the common investment scenarios in this area, the rules that apply to them, and the associated issues, uncertainties and risks. We will discuss key court cases and other important developments guidance issued in this area.

Agenda

Overview of IRA Economics and Requirements

Compliance Considerations of Self-Directed IRAs

  • Requirement That Assets Be Held in Trust or Custodial Account
  • Unrelated Business Taxable Income
  • Prohibited Transactions and Key Exemptions
  • Excess Contribution Issues
  • Listed Transactions
  • Practical Considerations
Common Investment Scenarios and Issues They Raise

Checkbook IRAs

IRS "ROBS" Memorandum and Other IRS Pronouncements

Key Court Cases and Other Guidance

About The Presenters

Luke D. Bailey
  • Partner with Strasburger & Price, LLP, Dallas
  • Specializes in ERISA and the application of federal income tax to employee benefits law and executive compensation
  • Has handled a large number of cases under the IRS's program for rehabilitating delinquent qualified retirement plans (EPCRS)
  • J.D. degree, the University of California at Berkeley; A.B. degree, Occidental College
  • Named among The Best Lawyers in America®, 2013-2014, earned the highest speaker rating by Martindale-Hubbell Law Directory, and made the D Magazine List of Best Lawyers in Dallas, 2013
Amiram J. "Ami" Givon
  • Attorney with the Mountain View, California, law firm of GCA Law Partners LLP
  • Practices in qualified pension and profit sharing plans, fiduciary responsibility, tax-sheltered annuities, executive compensation, IRAs, and Internal Revenue Service and Department of Labor audits of benefit plans
  • Spoken and written frequently on IRA, ERISA and retirement plan topics
  • Holds the highest rating from the Martindale-Hubbell Law Directory and named a 2007 northern California Super Lawyer in the field of employee benefits/ERISA by Super Lawyers magazine
  • LL.M. degree in taxation, Golden Gate University; J.D. degree, University of California, Hastings College of the Law; bachelor's degree, University of California, Berkeley


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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