What we offer
- Real Estate
- Private Stock
- Precious Metals
- Oil and Gas
- Raw Land
- and many other types
The TCJA’s new deduction for owners of pass-through entities can be 20% of qualified business income. But a wage-based limit applies if an owner’s taxable income exceeds certain levels. Find out how the limit works.
Assuming a charity is qualified, you may be able to deduct some of the out-of-pocket costs you incur when volunteering for the organization. But the rules are complex.
If you invest in certain green equipment at home, you can save green in the form of tax credits (not to mention the savings on energy costs going forward). Learn what qualifies and how much you can save.
“HSA,” “FSA” and “HRA” may seem like groups of letters you might spot floating in your alphabet soup. But they actually are three kinds of accounts that offer tax-advantaged funding of health care expenses. Here’s a quick comparison.
Privately money lending through a Self-Directed IRA or 401(k)
to real estate investors is a commonly used strategy that may grow retirement funds. In addition to consulting a team of advisors to decide if the debtor’s investment plans are in unison with your professional portfolio, there are a few case-specific characteristics to consider.
After a busy winter and spring, you and your employees might be trying to take it a little easy this summer, perhaps using some vacation time or working shorter days. But don’t take it so easy that you miss these important Q3 2018 tax deadlines.
Get your free 2017-2018 Tax Planning Guide
Please check with your tax advisor to see which options are best for you.
The Tax Planning Guide offers year round strategies to make the tax laws work for you.
This comprehensive guide contains detailed information:
- YEAR-TO-DATE REVIEW
- EXECUTIVE COMPENSATION
- REAL ESTATE
- BUSINESS OWNERSHIP
- CHARITABLE GIVING
- FAMILY & EDUCATION
- ESTATE PLANNING
- TAX RATES
MidAtlantic IRA, LLC is an IRA administration firm that offers a full range of Self-Directed IRA accounts including Traditional, Roth, SEP, Simple and Individual k Plans. Self-Directed IRAs from MidAtlantic IRA provide investors the freedom to invest their IRA monies in real estate, private stock placements, gold/silver, notes, oil/gas and other alternative investments. Started in 2004, MidAtlantic IRA is a growing firm dedicated to delivering superior service, educational opportunities and IRA administration to its clientele.
John “Jack” Kiley, CPA, CISP, Managing Partner
John “Jack” Kiley is a Certified Public Accountant, licensed in the State of Maryland. Jack has also earned the designation of CISP / Certified IRA Services Professional (Issued by the Institute of Certified Bankers). Jack is an entrepreneur, financial planner, real estate investor and a partner in MidAtlantic IRA, LLC. He is also principal in John Kiley CPA, LLC, a public accounting firm specializing in tax and small business accounting.
Jack brings over 30 years of experience in public accounting to the table. He has extensive knowledge in developing tax, retirement and financial planning strategies for high net worth individuals and closely held businesses. He spends his days educating potential clients about the ins & outs of self-direction along wth overseeing the “Trust” side of the business.
He is also the “technical” expert with regard to self-directing your IRA. Jack feels strongly about his clients’ having the ability to “self-direct” their retirement. Jack’s reputation for “speaking in plain English” regarding complex concepts gets him invited regularly to speak on these topics to groups across the country – and especially on the topic of self-direction.
His knowledge makes him the expert to turn to, particularly when a complex scenario is needed for the purchase of real estate, mortgages, leases and other cash flows that the IRS allows in an individual retirement plan. You can reach him by phone 240/575.3880 ext. 201 or via email, email@example.com.
Teddie Barnhart, Partner, Director of Marketing and Operations
Teddie Barnhart, a business owner and real estate investor, is a partner in MidAtlantic IRA, LLC and is in charge of Marketing and Operations. She is also Principal in Barnstorming Designs, Ltd — an award winning graphic design studio.
A graduate of Drexel University in Philadelphia, she also earned a Master’s Degree from the University of Baltimore. Teddie has over 25 years experience using her expertise in the areas of marketing, operations and information systems. She develops and implements the internal day-to-day operational systems, handles marketing and is in charge of compliance. Teddie can be reached at 240/575.3880 ext. 203 or via email at firstname.lastname@example.org.
DISCLAIMER: MidAtlantic IRA, LLC. does not render tax, legal, accounting, investment or other professional advice. If tax, legal, accounting, investment or other similar expert assistance is required, the services of a competent professional should be sought.