New Client Online Portal Coming April 1st
Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
Sign-up for a Webinar
Understanding Self-Directed IRAs
March 4th at 2pm Eastern
FMV Is Reporting, Not a Tax Bill: What Clients Often Get Wrong
Fair Market Value reporting often feels more intimidating than it needs to be. For many investors, seeing a number attached to their retirement account can trigger unnecessary concern about taxes, performance, or whether they did something wrong. The most important...
Do I Need a Professional Valuation Every Year?
A common question investors ask is whether they need to pay for a professional valuation or appraisal every single year. In most cases, the answer is no. The IRS does not require a formal appraisal annually for every asset. Instead, it requires a reasonable, good...
How Fair Market Value Impacts RMDs and Inherited IRAs
Fair Market Value plays a direct role in how Required Minimum Distributions and inherited retirement accounts are administered. While FMV itself does not create taxes, it provides the foundation for important calculations that affect compliance. Understanding this...
If You Suffered A Disaster, You May Be Eligible For A Casualty Loss Tax Deduction
Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their homes or personal property. The One Big Beautiful Bill Act (OBBBA), signed into law last year, generally made...
The 2026 Self Directed IRA Landscape
What Actually Changed and Why Investors Need to Pay Attention Introduction January brings noise. Investors want clarity. Each new year arrives with a flood of headlines, summaries, and last minute posts breaking down what changed and what did not. By the time most...
Important 2026 Tax Figures For Businesses
A new year brings many new tax-related figures for businesses. Here’s an overview of key figures for 2026. Be aware that exceptions or additional rules or limits may apply. Depreciation-Related Tax Breaks Bonus depreciation: 100% Section 179 expensing limit: $2.56...