Advising Self-Directed IRA Clients

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Course Description

This program was recorded on April 13th, 2017

IRAs are a 5.4 Trillion dollar industry. Since market fluctuations in 2008 took a serious toll on IRA balances, more Americans than ever are looking to expand their IRA investment choices. The financial services industry is cranking out more self-directed IRAs (SDIRA) than ever. However, not all SDIRAs are created equally. Specifically, the May, 2013 Peek v. Commissioner decision sobered this fast growing concept and illuminated how important it is for SDIRA investors to know and play by the rules. Join attorney Frank Selden, as he assists practitioners who focus on guiding clients through the legal issues generated when clients gain direct investment control of their qualified funds. Specifically, Frank will reveal the legal issues that both attorneys and CPAs must know to properly counsel clients with SDIRAs.



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  • Frank Selden
    Frank Selden is an Estate Planning & Asset Protection Specialist. Most of his clients are a lot like him: entrepreneurial, in charge of their businesses and futures, dynamic, give a high priority to values such as integrity and hard work. They want focused attention when they need it but otherwise just like to say “Hi” now and then. Frank's goal is to create the premier estate planning and asset protection legal practice on the Eastside of Washington State. To achieve that, their legal products must adhere to three key criteria for every client: be fully understood by the client, accomplish the client’s goals, and work for other professionals to help my clients when they need it.

    Contact Frank

      • 2 General Credits
      • LawProCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Identify the three types of self-directed IRAs
    2. Work with IRA custodians
    3. Dissect prohibited transactions and effectively avoid them
    4. Identify incomes taxable to IRAs and report them

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