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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Ins and Outs of Self-Directed IRAs (IOSD)

  • 17 Sep 2015
  • 1:00 PM - 3:00 PM

Presented By

  • Mike Tucker, Ph.D., LL.M., J.D., CPA
  • Denise Appleby, APA, CISP, CRPS, CRC

2 CE Credits


When clients ask tax practitioners about the tax ramifications of self-directed IRAs, they need to respond authoritatively to such questions. This program provides you with the knowledge to do just that. Often, self-directed IRAs result from a client’s desire to obtain a better financial return from an unconventional investment than would be available if the account were managed by traditional investment advisors. This program is vital if you wish to understand what a self-directed IRA is, what it does operationally, the kinds of investments it can make, and the relationships the IRA account owner can and cannot have with the account.

Major Topics:

  • Why IRA owners want to self-direct their IRA
  • Steps required to set up a self-directed IRA
  • The advantages and disadvantages of a self-directed IRA
  • What does the custodian of a self-directed IRA do?
  • What sort of investments may a self-directed IRA make?
  • Understanding  the self-dealing rules
  • New Tax Reporting Requirements

Learning Objectives

  • Advise clients with respect to the tax characteristics of a self-directed IRA
  • Advise clients with respect to how a self-directed IRA operates
  • Understand how a self-directed IRA owner may avoid the self-dealing rules

This webinar is offered by Surgent. Please click here to register

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