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Understanding Prohibited Transactions and Self-Directed IRAs

Join nationally renowned expert in this area, Bryan Ellis, to learn about the general prohibitions when transacting with a self-directed IRA. You'll also learn the steps you can take when it’s unclear whether a transaction will violate the rules and what to do when a prohibited transaction is accidentally created.

 

1.5 hours MCLE Credit. Specialization: 1.5 hours in Estate Planning, Trust and Probate Law, 1.5 hours in Taxation Law

 

As an estate planner, are you prepared to counsel your client about prohibited transactions and self-directed IRAs—or to spot the potential issues? There are tremendous opportunities with self-directed IRAs, if done properly. And there are rules to know in order to avoid taxes and penalties. Join nationally renowned expert in this area, Bryan Ellis, to learn about the general prohibitions when transacting with a self-directed IRA. You'll also learn the steps you can take when it’s unclear whether a transaction will violate the rules and what to do when a prohibited transaction is accidentally created.

Program Highlights:

  • What is a self-directed IRA?
  • Prohibited transactions
  • The personal benefit rule
  • Self-dealing
  • A disqualified person
  • Exemptions
  • IRC Section 408 and 4975
  • Taxes and penalties
  • Seeking guidance
  • Accidentally created prohibited transactions

This is a basic-level program and assumes little to no experience in estate planning.

On Demand ES59828-191

Live program recorded 6/13/17.

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

$ 99.00

As an estate planner, are you prepared to counsel your client about prohibited transactions and self-directed IRAs—or to spot the potential issues? There are tremendous opportunities with self-directed IRAs, if done properly. And there are rules to know in order to avoid taxes and penalties. Join nationally renowned expert in this area, Bryan Ellis, to learn about the general prohibitions when transacting with a self-directed IRA. You'll also learn the steps you can take when it’s unclear whether a transaction will violate the rules and what to do when a prohibited transaction is accidentally created.

Program Highlights:

  • What is a self-directed IRA?
  • Prohibited transactions
  • The personal benefit rule
  • Self-dealing
  • A disqualified person
  • Exemptions
  • IRC Section 408 and 4975
  • Taxes and penalties
  • Seeking guidance
  • Accidentally created prohibited transactions

This is a basic-level program and assumes little to no experience in estate planning.

BRYAN ELLIS

Bryan Ellis

BRYAN ELLIS is the CEO of the Self Directed Investor Society and host of Self Directed Investor Talk, a nationally syndicated radio talk show. Bryan has an extensive background in real estate investing and currently serves as manager of a real estate-focused private equity fund operating in Northern California. Bryan is a contributor to both TheStreet.com and Entrepreneur.com. Brian’s writing has been featured in print publications ranging from Personal Real Estate Investor and Think Realty to major online media outlets like FoxNews.com. Bryan studied Computer Science at the Georgia Institute of Technology.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
By Month June 2017
MCLE HOUR 0.5 - 2
SPECIALIZATION Estate Planning, Trust and Probate Law
PRACTICE AREA Estate Planning
SPECIALIZATION Taxation Law
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
By Month June 2017
MCLE HOUR 0.5 - 2
SPECIALIZATION Estate Planning, Trust and Probate Law
PRACTICE AREA Estate Planning
SPECIALIZATION Taxation Law