BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Midatlantic IRA - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Midatlantic IRA
X-ORIGINAL-URL:https://www.midatlanticira.com
X-WR-CALDESC:Events for Midatlantic IRA
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241121T183000
DTEND;TZID=America/New_York:20241121T200000
DTSTAMP:20260419T031628
CREATED:20241101T190150Z
LAST-MODIFIED:20241101T194351Z
UID:323826-1732213800-1732219200@www.midatlanticira.com
SUMMARY:Clients Only Strategy Group
DESCRIPTION:Every month\, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry. \nIf you’re interested in joining\, email Sioban at misc@midatlanticira.com for the Zoom Link.
URL:https://www.midatlanticira.com/event/clients-only-strategy-group-11/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241126T183000
DTEND;TZID=America/New_York:20241126T200000
DTSTAMP:20260419T031628
CREATED:20241101T194137Z
LAST-MODIFIED:20241101T194205Z
UID:323828-1732645800-1732651200@www.midatlanticira.com
SUMMARY:Jack's Annual Tax Update
DESCRIPTION:As we enter the last couple of months of the year\, now is the time to do two things: \n1. Take a ‘snap shot’ of where you are so far this year and project the next 60 days. Now is the time to do any last-minute planning to minimize your tax liability.\n2. Start to think about what needs to be done to get off to a fast start in 2025. \nAt our next Strategies Group Meeting\, Jack Kiley\, CPA\, CISP of MidAtlantic IRA will show you how to accomplish both. We’ll discuss the tax law changes from last year as well as new legislation and how it will impact you individually\, in your business and in your retirement plan. \nLearn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.
URL:https://www.midatlanticira.com/event/jacks-annual-tax-update/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T183000
DTEND;TZID=America/New_York:20250408T200000
DTSTAMP:20260419T031628
CREATED:20250326T231815Z
LAST-MODIFIED:20250326T231815Z
UID:323921-1744137000-1744142400@www.midatlanticira.com
SUMMARY:Client Strategy Session: Monthly Mastermind for Self-Directed Investors
DESCRIPTION:This exclusive\, clients-only strategy group is your space to ask questions\, share insights\, and stay on top of the smartest ways to grow your retirement wealth using a self-directed IRA. \nEach month\, we gather to dive deeper into advanced topics\, real-life investment strategies\, and timely updates that impact your portfolio. It’s a chance to learn from other investors\, get direct support\, and fine-tune your next move — all in a trusted circle. \nThis Month’s Focus:Using Leverage in Your IRA: How to Borrow Legally and Invest Wisely \nLet’s break down how non-recourse loans work\, what the IRS allows\, and how you can use this powerful tool to amplify your real estate deals. \nNote: This session is for current clients only.Reach out to us directly to receive the Zoom link. \nWe look forward to seeing you there and supporting your strategy!
URL:https://www.midatlanticira.com/event/client-strategy-session-monthly-mastermind-for-self-directed-investors/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T183000
DTEND;TZID=America/New_York:20250429T200000
DTSTAMP:20260419T031628
CREATED:20250326T231526Z
LAST-MODIFIED:20250326T231527Z
UID:323919-1745951400-1745956800@www.midatlanticira.com
SUMMARY:The Power of Leverage: Using Your Self-Directed IRA for Real Estate Investing
DESCRIPTION:Did you know your self-directed IRA can legally borrow money to invest in real estate?  \nJoin us for an eye-opening session where we’ll break down how to strategically use non-recourse loans within your IRA to maximize your real estate investments — while staying 100% compliant with IRS rules.  \nIn this event\, you’ll learn:  \n\nHow leverage works in a self-directed IRA \n\n\nThe key rules and restrictions you must follow to avoid costly penalties \n\n\nReal-world examples of successful leveraged deals \n\n\nHow to find non-recourse lenders and structure the transaction properly \n\nWhether you’re a seasoned investor or just getting started with self-directed IRAs\, this session will give you the tools to grow your retirement wealth smarter and faster — legally.  \nDon’t miss this opportunity to level up your investing strategy. 
URL:https://www.midatlanticira.com/event/the-power-of-leverage-using-your-self-directed-ira-for-real-estate-investing/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250609T183000
DTEND;TZID=America/New_York:20250609T200000
DTSTAMP:20260419T031628
CREATED:20250605T050743Z
LAST-MODIFIED:20250605T050743Z
UID:323955-1749493800-1749499200@www.midatlanticira.com
SUMMARY:From Blueprint to Buy-In: Rehab Insights & Deal Preview
DESCRIPTION:Join us for this month’s Client Strategy Group\, where MidAtlantic IRA Principal Jack Kiley interviews investor Danny Flores on how he structures and rehabs multifamily properties using retirement funds. Plus\, get a first look at a new deal as part of our “Have Money\, Need Money” segment. \nThis session is exclusive to current clients. To attend\, please contact Sioban Kiley at hello@midatlanticira.com for the link.
URL:https://www.midatlanticira.com/event/from-blueprint-to-buy-in-rehab-insights-deal-preview/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250624T183000
DTEND;TZID=America/New_York:20250624T200000
DTSTAMP:20260419T031628
CREATED:20250605T050917Z
LAST-MODIFIED:20250605T050917Z
UID:323957-1750789800-1750795200@www.midatlanticira.com
SUMMARY:The Rehab Playbook: How to Rehab Property with a Self-Directed IRA
DESCRIPTION:Thinking about using your retirement funds to rehab real estate? Join us for a free educational session that covers the rules\, risks\, and real-world strategies for rehabbing inside a self-directed IRA. \nLed by Jack Kiley\, CPA and Principal at MidAtlantic IRA\, this session will walk through: \n\n\nWhat types of rehab projects are allowed \n\n\nHow to avoid prohibited transactions \n\n\nWays real investors structure rehab deals successfully \n\n\n Tuesday\, June 24 at 6:30 PM EST Held virtually – Zoom link sent after registration
URL:https://www.midatlanticira.com/event/the-rehab-playbook-how-to-rehab-property-with-a-self-directed-ira/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250923T183000
DTEND;TZID=America/New_York:20250923T200000
DTSTAMP:20260419T031628
CREATED:20250909T184558Z
LAST-MODIFIED:20250909T185204Z
UID:324017-1758652200-1758657600@www.midatlanticira.com
SUMMARY:401(k) Plans & Other Retirement Accounts
DESCRIPTION:Are you confident you’re using the right retirement plan for your situation? With so many options—401(k)\, IRA\, SEP\, SIMPLE—it’s easy to feel uncertain about which structure best supports your goals. \nJoin MidAtlantic IRA for a free national Strategy Group call on Tuesday\, September 23 at 6:30 PM ET (3:30 PM PT) as we break down the key differences between these plans in plain English. \nYou’ll learn: \n–Who can establish each type of plan (IRA\, Roth\, SEP\, SIMPLE\, 401(k)\, Solo 401(k))–Deadlines to set them up and contribute for 2025–Employee deferral limits\, employer contribution rules\, and catch-up amounts–Which plans allow Roth contributions — and where the opportunities may be hidden–Administrative requirements (filings\, compliance\, vesting) to keep in mind \nWe’ll also walk through the new 2025 contribution limits and how they apply across each plan type\, so you can start planning ahead with confidence. \nThis call is open to the public\, so feel free to share with friends or colleagues who may benefit.
URL:https://www.midatlanticira.com/event/401k-plans-other-retirement-accounts/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260127T183000
DTEND;TZID=America/New_York:20260127T190000
DTSTAMP:20260419T031628
CREATED:20260123T045845Z
LAST-MODIFIED:20260123T045845Z
UID:324947-1769538600-1769540400@www.midatlanticira.com
SUMMARY:How to Build Your 2026 Investor Playbook: A Smarter Way to Plan Inside a Self-Directed IRA
DESCRIPTION:The January National Strategy Call is a live educational session designed to help investors begin the year with clarity\, intention\, and a practical framework for decision making inside a self directed IRA. This session focuses on moving away from reactive investing and toward a more strategic\, plan driven approach for 2026.  \nThe call is educational in nature and supports investors at all stages\, whether they are opening their first self directed account or actively investing across multiple alternative assets. 
URL:https://www.midatlanticira.com/event/how-to-build-your-2026-investor-playbook-a-smarter-way-to-plan-inside-a-self-directed-ira/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260209T183000
DTEND;TZID=America/New_York:20260209T200000
DTSTAMP:20260419T031628
CREATED:20260123T050211Z
LAST-MODIFIED:20260123T050211Z
UID:324952-1770661800-1770667200@www.midatlanticira.com
SUMMARY:Applying the 2026 Investor Playbook to Your Personal Plan
DESCRIPTION:This client only workshop builds directly on January’s Strategy Group and is designed to help you move from high level strategy into clear\, personalized action. Rather than discussing concepts in the abstract\, this session focuses on applying the 2026 Investor Playbook to your own self-directed IRA and investment goals.  \nTogether\, we will work through guided worksheets\, investor profiles\, and real-world scenarios to help you evaluate where you are today and where you want to be by the end of the year. The goal is to identify your strengths\, uncover gaps\, and create a more intentional plan for how you deploy capital inside your account.  \nPlease Email Sioban at Misc@MidAtlanticIRA.com for the Zoom Link.
URL:https://www.midatlanticira.com/event/applying-the-2026-investor-playbook-to-your-personal-plan/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260224T183000
DTEND;TZID=America/New_York:20260224T200000
DTSTAMP:20260419T031628
CREATED:20260123T050506Z
LAST-MODIFIED:20260123T050506Z
UID:324956-1771957800-1771963200@www.midatlanticira.com
SUMMARY:Choosing The Right Investment Strategy
DESCRIPTION:With a self-directed IRA\, investors have access to a wide range of alternative investments\, but more choice does not always mean more clarity. Real estate\, private lending\, notes\, syndications\, crypto\, and private equity all come with different structures\, risks\, timelines\, and capital requirements. \nThis national educational session is designed to help investors understand how these strategies differ and how to evaluate which investment paths may align best with their goals\, risk tolerance\, liquidity needs\, and experience level. Rather than telling you what to invest in\, this session focuses on building a framework for decision making inside a self-directed IRA.
URL:https://www.midatlanticira.com/event/choosing-the-right-investment-strategy/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260324T183000
DTEND;TZID=America/New_York:20260324T200000
DTSTAMP:20260419T031628
CREATED:20260323T192614Z
LAST-MODIFIED:20260323T192614Z
UID:325193-1774377000-1774382400@www.midatlanticira.com
SUMMARY:Real Estate Inside IRAs: Updated Rules\, Financing\, and Deal Flow
DESCRIPTION:Real estate remains one of the most popular IRA strategies\, but the rules and best practices continue to evolve. This session covers financing options\, partner structures\, UBIT considerations\, management responsibilities\, and what investors should expect in the 2026 real estate environment.
URL:https://www.midatlanticira.com/event/real-estate-inside-iras-updated-rules-financing-and-deal-flow/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260406T183000
DTEND;TZID=America/New_York:20260406T200000
DTSTAMP:20260419T031628
CREATED:20260323T192833Z
LAST-MODIFIED:20260323T192833Z
UID:325195-1775500200-1775505600@www.midatlanticira.com
SUMMARY:Clients Only: Advanced Real Estate Strategies Inside IRAs
DESCRIPTION:For investors already comfortable with the basics\, this session explores more advanced ways to structure real estate investments inside a self-directed IRA. We will discuss partner structures\, financing considerations\, managing deal risk\, and how experienced investors approach larger or more complex opportunities. This is a great session for clients who want to deepen their strategy and think more intentionally about how real estate fits into their long-term retirement plan. \n\nReach out to Sioban at Misc@MidAtlanticIRA.com for the event link.
URL:https://www.midatlanticira.com/event/clients-only-advanced-real-estate-strategies-inside-iras/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T183000
DTEND;TZID=America/New_York:20260428T200000
DTSTAMP:20260419T031628
CREATED:20260323T193018Z
LAST-MODIFIED:20260323T193018Z
UID:325197-1777401000-1777406400@www.midatlanticira.com
SUMMARY:Private Lending and Notes: Structuring Safe and Compliant Deals
DESCRIPTION:Private lending continues to grow in popularity among self-directed investors. This session explains how to structure loans correctly\, evaluate collateral\, understand servicing\, avoid common mistakes\, and protect your IRA from unnecessary risk.
URL:https://www.midatlanticira.com/event/private-lending-and-notes-structuring-safe-and-compliant-deals/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260511T183000
DTEND;TZID=America/New_York:20260511T200000
DTSTAMP:20260419T031628
CREATED:20260418T005901Z
LAST-MODIFIED:20260418T010131Z
UID:325255-1778524200-1778529600@www.midatlanticira.com
SUMMARY:Client Only: Buying Assigned Notes with a Self-Directed IRA
DESCRIPTION:Investing in assigned notes can be an effective way to generate passive income within a self-directed IRA—but success depends on proper structure and due diligence.  \nIn this session\, we’ll break down how note assignments work\, what to evaluate before purchasing an existing note\, and how to properly hold the investment within your IRA.  \nYou’ll also gain insight into the documentation required\, compliance considerations\, and common pitfalls that investors should avoid.  \nWhat We’ll Cover:  \n\nHow assigned notes are structured and transferred  \n\n\nKey factors to evaluate when purchasing an existing note  \n\n\nHow to properly title and hold the asset in your IRA  \n\n\nRequired documentation and compliance considerations  \n\n\nCommon mistakes and how to avoid them \n\n  \nReach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.
URL:https://www.midatlanticira.com/event/client-only-strategy-group/
CATEGORIES:Strategy Groups
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T183000
DTEND;TZID=America/New_York:20260526T200000
DTSTAMP:20260419T031628
CREATED:20260418T010645Z
LAST-MODIFIED:20260418T010645Z
UID:325259-1779820200-1779825600@www.midatlanticira.com
SUMMARY:What You Can and Cannot Do with a Self-Directed IRA
DESCRIPTION:Not every investment or transaction is allowed inside a self-directed IRA—and understanding the rules is essential to protecting your account.  \nIn this session\, we’ll break down the fundamentals of what your IRA can and cannot do\, explain prohibited transactions in simple terms\, and walk through common real-world scenarios.  \nYou’ll leave with a clearer understanding of how to stay compliant and structure your investments with confidence.  \nWhat We’ll Cover:  \n\nAllowed investments within a self-directed IRA  \n\n\nWhat prohibited transactions are and why they matter  \n\n\nCommon mistakes investors make  \n\n\nPractical examples to help you apply the rules  
URL:https://www.midatlanticira.com/event/what-you-can-and-cannot-do-with-a-self-directed-ira/
CATEGORIES:Strategy Groups
END:VEVENT
END:VCALENDAR