Media Library

Many, if not most, IRA and 401k account holders will be affected by new provisions of the Secure Act, which go into effect in 2023 and 2024. Join nationally recognized tax authority and attorney John Hyre for thorough briefing on the Secure Act’s impacts on Required Minimum Distributions, contributions, distributions, Roth IRA conversions, employer plans,…

The past year has been characterized by tremendous volatility across all markets. In response to this, investors continue to seek safe haven assets. We will examine gold and the other precious metals, and their continued value as flight to quality assets in light of the above factors and events as 2023 unfolds.  Among the events…

Private Equity is a vast area of investing, frequently presumed to be mainly real estate or hedge funds from giant companies requiring huge minimum investment positions. However, there are many interesting cash-flowing assets to acquire that are often overlooked when it comes to ‘main street’ smaller and self-directed IRA investors, such pizza delivery, comedy clubs,…

The investing environment is changing — and changing fast. High inflation and a pandemic hangover issues like disrupted production and supply chains are a drag on growth. Many conclude there will be no going back to ‘normal’, but a new normal will emerge. How do you profit?  In this webinar, you’ll learn:

In 1999 Peter Thiel, Founder of PayPal, used his self-directed IRA to purchase shares of his start-up at $.001/share. Not long thereafter the value of PayPal grew exponentially and Mr. Thiel became the proud owner of his very own tax-free investment bank. Congressional scrutiny and IRS enforcement has made some (but not all) of Mr….

When considering current market conditions, multifamily real estate is a physical asset that generally performs well during inflationary periods, as rental rates tend to increase in tandem with inflation. Investors benefit from the ability to diversify their portfolio with a low-volatility, income generating, and tax-advantaged investment producing generous returns.

Once you’ve decided to invest in real estate, how do you know where to begin?  As a real estate investor, it’s easy to be overwhelmed by the different asset classes and offerings to invest in.  As a CPA, Denise Piazza was immediately drawn to the tax benefits associated with real estate investments.  After years of…

In the midst of soaring inflation, high interest rates, and economic uncertainty, limited-service hotels (such as Courtyard by Marriott, Hilton Garden Inns, etc.) offer unique protection for investments. Real estate remains a hedge against inflation, and specifically, limited-service hotels offer additional benefits such as daily rate pricing power and lower labor costs than other hotel…

Securities, real estate and commodity markets are in turmoil, the direction of both fiat and digital currencies is unclear. Hanging over all of this is the most vicious inflation we’ve seen in a generation, while a war affecting global food supply rages on in Europe. What role should gold and mining shares play in your…

For Investors and Advisors: Adding more value to advisory services and show high net worth how to defer large capital gains, save 1031 exchanges, preserve wealth and create more wealth by buying at any time all tax deferred and plan wisely for retirement. Learn the single biggest secret of adding value for you or your…