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Know IRS Tax Rules / Buying Real Estate In Your IRA - 401K - 2/2/2019

Class Name: Know IRS Tax Rules / Buying Real Estate In Your IRA - 401K

Class Date/Time: Saturday, February 2, 2019 8:30 AM - 4:00 PM (EST)

Prerequisites: None
Class Description:
This class will provide you with the knowledge you need to manage your real estate investment portfolio within federal, state and local tax rules and regulations, including the myriad rules set up by the IRS.. Cost is $59 for members through January 9, or $79 for non-members. Pricing increases After January 9. Discounts are applied at checkout! Seating is limited and certain to sell out.
Key Learning Points (morning session):
  • Tax Concerns for Investors
  • How Entities are Taxed
  • Tax Rates for Ordinary Income, Capital Gains, and Depreciation Recapture
  • What is Deductible on a Settlement Sheet
  • PA Real Estate Transfer Tax
  • Repair Rules and Depreciation

Your morning instructor: Larry Orr

Larry is the director of the tax department at a local accounting firm where he brings 20 years of experience in tax and accounting services. His professional experiences include federal, state, and local taxation for businesses. He is also responsible to review clients accounts with Retail/Wholesale and Real Estate.

Key Learning Points (afternoon session):
  • Collect Rents Tax-Free in Your IRA
  • Find Banks that Lend to IRA/401K
  • Develop Private Lenders
  • Minimize Taxes and Increase Net Worth
  • Unlock Your IRA to Invest in Almost Anything You Want
  • Demystifying Comps and Cap Rate

Your afternoon instructor: Carl Fischer

In 2004, Carl started CAMA Self Directed IRA’s which is now a national company headquartered in Blue Bell, PA. His investments include commercial and residential properties along with notes and mortgages. All of these investments have given him a tax -free income using self-direction tools.

Location:

Giant Food Store (2nd Floor Community Room)
315 York Road, Willow Grove, PA 19090 United States

Cost:

Individual Sessions Members Non-Members
Register by January 9th $59 $79
Register after January 9th $69 $89
Register within 72 hours of each class $79 $99

Please note: Cancellation fee $25 - No refunds will be given if canceled within 72 hours of a class. No audio or video recording of sessions will be allowed. Discounts will be applied at check out

Register now