Podcasts about ubit

In this episode, we sit down with Jarrod A. Clabaugh, CAE, president and CEO of the Ohio Society of Association Professionals, to unpack the complex world of tax reform and what it means for associations. Jarrod shares his nonprofit journey and offers a candid look at the challenges small and mid-sized associations are facing as proposed tax changes loom. We dive into the potential impact of legislation like HR 9495, the importance of UBIT compliance, and why now is a critical time for associations to step up their advocacy efforts. From policy fly-ins to practical steps leaders can take today, Jarrod brings clarity and urgency to an issue that deserves every association's attention.

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more.Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets' BPCON22, 23 & 24.Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren's extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.Beyond her professional achievements, Kaaren's entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.Buy her book for $9.99 - https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guideChapters00:00 Introduction to Self-Directed IRAs03:18 Market Trends and Investment Opportunities06:22 Karen Hall's Journey to CEO09:31 Differentiating UDirect IRA Services12:17 Understanding Self-Directed IRAs15:09 Prohibited Transactions and Compliance18:04 Checkbook Control vs. Custodian Management20:44 Navigating UBIT and UDFI Taxes23:33 Fair Market Value Requirements24:25 Understanding Fair Market Value in Self-Directed IRAs28:26 The Importance of Contributions and Retirement Planning30:13 Managing Idle Cash in Your IRA31:23 Educational Resources for Passive Investors34:26 Due Diligence for Passive Investors36:11 Bucket List Achievements and Future Aspirations37:34 Investing in Boutique Hotels38:57 Connecting with uDirect IRA40:11 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsself-directed IRA, passive investing, UBIT, UDFI, market trends, investment strategies, retirement planning, fair market value, prohibited transactions, educational resources

Jedenásť prípadov policajného násilia zistil verejný ochranca práv. Ombudsman žiada parlament o mimoriadne vystúpenie.O aké závažné porušovania ľudských práv políciou ide, čo všetko zistil ombudsman? Nebol teda prípad zabitého človeka políciou teda individuálnym zlyhaním, ako to hovoril minister vnútra Šutaj Eštok? Aké opatrenia mu opäť navrhuje verejný ochranca práv a jeho doterajšie zistenia ministerstvo vnútra a polícia ignorovali? Zmení sa to teraz? Vypočujú si poslanci ombudsmana, alebo im na našich ľudských právach veľmi nezáleží?A ako dopadlo monitorovanie občianskych protestov kanceláriou ombudsmana, po tom čo protesty premiér označoval za puč a zvolával pre ne bezpečnostnú radu? A čo hovorí ombudsman na to že ústavný súd zastavil vládnu koalíciu pri novele infozákona, podľa ktorej mali občania za informácie od štátu platiť?Braňo Závodský sa rozprával s verejným ochrancom práv, ombudsmanom Róbertom Dobrovodským.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're joined by Kaaren Hall, a Self-Directed IRA Expert and the dynamic CEO of uDirect IRA Services and OCREIA. From her early days as a news and traffic reporter to becoming a leading voice in the self-directed IRA space, Kaaren has built an impressive legacy by helping investors take control of their retirement savings and grow wealth through alternative assets.In this empowering episode, Kaaren breaks down the ins and outs of self-directed IRAs, including how to roll over retirement funds, the rules to watch out for, and how investors are using these accounts to invest in everything from real estate to precious metals—and even Super Bowl tickets. She explains key terms like UBIT and UDFI in simple language, and why having the right team of advisors is crucial when investing through tax-advantaged accounts. You'll hear real-world stories, red flags to watch out for, and actionable tips to help you avoid costly mistakes and make smarter investment choices.If you're thinking of rolling over your retirement funds or exploring passive income through self-directed accounts, this episode is packed with golden insights from one of the industry's best. Tune in now to level up your investment strategy and protect your future wealth.YT TIMESTAMPS00:52 – Guest intro: Kaaren Hall02:01 – What is a self-directed IRA?03:48 – How Kaaren started uDirect IRA in 200905:52 – Why most people don't know about alternative investments07:29 – Vetting sponsors and avoiding fraud in syndications09:57 – How capital calls and rate hikes affected IRA investors12:00 – Borrowing from your retirement account (401k vs IRA)14:14 – Uncommon investments (like flipping Super Bowl tickets!)16:47 – Red flags in self-dealing and wholesaling inside an IRA18:14 – What savvy investors do differently19:45 – UBIT, UDFI, and how leveraged deals trigger IRA taxes21:54 – Why having a strong advisory team is essential24:03 – Final tip: Education before actionANCHOR TIMESTAMPS01:28 – Guest Intro: Kaaren Hall02:37 – What Is a Self-Directed IRA?04:24 – How Kaaren Started uDirect IRA in 200906:28 – Why Most People Don't Know About Alternative Investments08:05 – Vetting Sponsors and Avoiding Fraud in Syndications10:33 – How Capital Calls and Rate Hikes Affected IRA Investors12:36 – Borrowing from Your Retirement Account (401k vs IRA)14:50 – Uncommon Investments (Like Flipping Super Bowl Tickets!)17:23 – Red Flags in Self-Dealing and Wholesaling Inside an IRA18:50 – What Savvy Investors Do Differently20:21 – UBIT, UDFI, and How Leveraged Deals Trigger IRA Taxes22:30 – Why Having a Strong Advisory Team Is Essential24:39 – Final Tip: Education Before ActionConnect with the Guest:Website: https://udirectira.com/https://www.ocreia.com/Linkedin: https://www.linkedin.com/in/kaarenhall/Facebook: https://www.facebook.com/kaaren.hall/#SelfDirectedIRA #AlternativeInvesting #RealEstateTaxStrategy #PassiveIncome #RetirementPlanning

Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate investors. From the basics of what “self-directed” really means to the nuances of IRAs, HSAs, and Solo 401(k)s, John explains how you can unlock more flexibility and control in building your portfolio. Whether you're investing in syndications, private lending, or direct ownership, learn the steps for opening a self-directed account, how to navigate leverage with UBIT/UDFI, and why a Solo 401(k) might offer key advantages (when you qualify). Plus, John dispels the myths around the tax complexity of self-directed deals and shares a simple framework to evaluate any potential investment. Today's Episode Takeaways What “Self-Directed” Really Means: Why most standard IRAs don't allow real estate—and how self-direction changes that. IRAs vs. Solo 401(k)s: Who qualifies, which offers higher contribution limits, and the unique tax perks. UBIT & UDFI, Explained: How leverage can trigger special taxes—and why it's not always a deal-breaker. Choosing a Custodian: Key factors like years in business, transaction speed, fee models, and customer service. Strategic Framework: John's 3-part approach (business sense, tax optimization, and lifestyle considerations) for any self-directed deal. Learn More from Equity Trust Website & Resources: TrustETC.com YouTube: Equity Trust Company for in-depth how-tos Or visit the PassivePockets website for additional content and materials Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 109 is the third in a series of technical episodes describing the basic principles of the tax on unrelated business income generated by organizations described in Internal Revenue Code Section 501(c)(3). That includes public charities and private foundations. Most listeners are probably aware that 501(c)(3) organizations are generally exempt from income tax, but this does not mean that all income generated by the organization is free of income tax. For most organizations, unrelated business income is defined as income from a trade or business regularly carried on that is not substantially related to the charitable, educational, or other purpose that is the basis for the charity's exemption. In episode 107, I reviewed these defined terms. In episode 108, I explored the modifications to unrelated business taxable income that provide exceptions to income items that would otherwise fall into these definitions that are taxable but instead are categorically excluded because, generally, they constitute passive income. In this last episode in the series, I'll cover the exception to the exceptions for income that is debt-financed and thus generally taxable. Show Notes:  IRS Publication 598 IRS form 990-T IRS Discussion of Qualified Sponsorship Payments If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.    

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 107 is the first in a series of technical episodes describing the basic principles of the tax on unrelated business income generated by organizations described in Internal Revenue Code Section 501(c)(3). Most listeners are probably aware that 501(c)(3) organizations are generally exempt from income tax, but this does not mean that all income generated by the organization is free of income tax. For most organizations, unrelated business income is defined as income from a trade or business, regularly carried on, that is not substantially related to the charitable, educational, or other exempt purpose that is the basis of the organization's tax exemption. In this episode, I'll talk about these defined terms. In the next episode, we'll explore the modifications to unrelated business taxable income that provide exceptions to income items that would otherwise fall into this definition of taxable income, but these are categorically excluded because they constitute generally passive income. In the third episode of this series, I'll cover the exception to the exceptions for income that is debt-financed and thus generally is taxable income. Show Notes: IRS Publication 598 IRS form 990-T If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.  

Jon Galane is back on the show for a forward-thinking discussion on economic trends, creative investments, and the untapped potential of self-directed IRAs. With decades of experience, he shares his expert insights on transforming unconventional assets into lucrative opportunities, complex tax strategies, and the importance of planning ahead for a prosperous 2025.     WHAT YOU'LL LEARN FROM THIS EPISODE   The fundamentals of self-directed IRAs and the wide range of assets they allow How to leverage non-recourse loans in IRAs and understand the implications of UBIT and UDFI taxes Creative investment strategies using self-directed IRAs The economic outlook for 2025 and how market trends create new investment opportunities Why Roth IRA conversions can be a game-changer for tax-free growth     RESOURCES MENTIONED IN THIS EPISODE Department of Government Efficiency (Doge) Trump International Hotel Washington, D.C. First Western Federal Savings Bank North American Savings Bank     ABOUT JON GALANE Jon is a seasoned expert with over 38 years of experience in financial investment, retirement planning, and leadership training. As a sought-after speaker, Jon has inspired thousands through his engaging presentations on topics such as financial literacy, investment strategies, goal setting, and personal leadership. He is the author of the transformative book Stay Alive: 3 Simple Steps: Mastering Your Subconscious Mind as if Your Life Depends On It, which empowers readers to unlock the potential of their subconscious for success and fulfillment. A certified Master NLP and hypnosis practitioner, Jon integrates cutting-edge techniques to help individuals and organizations achieve their goals. He is also a trusted advisor in investment and retirement planning, specializing in guiding clients on how to administer their IRA and Qualified Plan assets for alternative investments, including real estate.     CONNECT WITH JON Website: Mountain West IRA     CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter

Na eni od zagrebških osnovnih šol se je zgodil napad z nožem. Po prvih informacijah je mlajši moški ranil učiteljico in več otrok. Eden od njih je zaradi hudih poškodb umrl, nekateri naj bi bili v smrtni nevarnosti. Drugi poudarki oddaje: - Predsednica republike poudarila avtonomen nastop v mednarodnih odnosih. - Po ruskem zračnem napadu na Kijev več sto stavb ostalo brez ogrevanja. - Podpis pogodbe o sofinanciranju študije genskega zdravila Urbagen.

Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!

Michael helps busy professionals find their path to wealth. Through the Navigator Wealth Fund, Michael is helping clients diversify their portfolios with high-quality real estate and private money loans so they can retire confidently. Michael has been involved in real estate investing for over 10 years and is a project manager and real estate operator at his core. Clients look to Michael as their copilot to navigate the world of private placement investing in real estate. Michael is a real estate investor who has worked for REITs managing $30B in hotels, commercial offices, logistics, and senior living assets. Michael is a licensed real estate salesperson and a certified Project Management Professional. What You Will Learn: Who is Michael T Parks? Michael shares his background in technology and military, including his work with Accenture and publicly traded REITs. Exploration of earning passive income through real estate while maintaining a job. Michael explains the "Retirement 4% Rule," which suggests retirees can withdraw 4% of their invested assets annually. Identifying high-quality class A assets as potential investment areas despite the general decline in the office market. Michael expresses his continued interest in the multifamily and self-storage sectors. Why real estate developers might opt for private money instead of traditional bank loans? Benefits of private money lending for investors, including higher returns compared to traditional equity investments. Michael shares his experience flipping a 15-unit building and highlights the potential for larger returns. Benefits of private money lending within an IRA to avoid UBIT. Advantages of holding real estate in retirement accounts for tax-deferred growth and wealth accumulation. Considerations for withdrawing funds in retirement and the potential tax implications. What is the importance of finding knowledgeable CPAs who can assist with these strategies? Michael's preference for real estate investing over whole life insurance due to higher potential returns. Importance of working with professionals and mentors in the real estate space to gain knowledge and confidence. Matt shares how everyone can contact him. Additional Resources from Ted and Garrett Sutton: Website: https://navwf.com/ Email: michael@navwf.com Phone: +1 (781) 789-5474 LinkedIn: https://linkedin.com/in/michaelthomasparks Facebook: https://www.facebook.com/michaelparksrealestate/ YouTube:  Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

As markets surge, Adam breaks down how Trump's recent landslide victory could affect your retirement accounts, examining the potential impact of Trump's tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump's victory could mean for the self-directed investing landscape in the coming four years.

In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We'll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.

What can be done with an old 401k? Is there any way to use it to invest in real estate? That's the first question I'm answering on today's show! On this encore episode of Investing in Real Estate, we're going to talk about the future of the US dollar and how it relates to real estate investing. Then I'll answer three of your great questions about investing with an old 401k, UBIT taxes for self-directed IRAs, and how to make a return on investment if you don't have enough funds to buy a rental property. Click play to hear more!

TJ in Louisiana has been sitting on the sidelines, but now it's time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a stock at a loss and buying a put option on that stock that expires after the 30-day waiting period. Does this work as a tax loss harvesting strategy? When is it worth it for Brian in Charlotte, North Carolina to diversify beyond a basic three-fund portfolio? Should Christine in San Diego convert her variable annuity to a fixed indexed annuity? That's all today on Your Money, Your Wealth® podcast 494 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, how should Dean in Columbus, Georgia invest inherited retirement money? Are Jen and John on track for retirement, and how should they fund their home remodel? Are there any negative consequences for Steve in Pennsylvania if he finds a new financial advisor just a few months after hiring his current advisor? The fellas also talk through how Chris can give money to charity from his required minimum distributions. And finally, Terry calls in with a follow-up question about whether a solo 401(k) is an option to avoid unrelated business income tax (UBIT).  Access all the following free financial resources and the episode transcript: https://bit.ly/ymyw-494 SCHEDULE: free financial assessment DOWNLOAD: Investing Basics Guide DOWNLOAD: 10 Steps to Improve Investing Success DOWNLOAD: Retirement Readiness Guide WATCH YMYW TV: How Your Home Can Create Retirement Income READ THE BLOG: Factor Investing: What Is It? Should You Be Doing It? SUBSCRIBE: YMYW on YouTube REQUEST: Retirement Spitball Analysis DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro 01:13 - I Want to Get Into the Market. Dollar Cost Average or Go All In? (TJ, Louisiana) 07:08 - Does This Tax Loss Harvesting Strategy Work? (Margaret, CA) 07:45 - When Is It Worth Diversifying Beyond a Basic Three Fund Portfolio? (Brian, Charlotte, NC) 13:33 - Factor Investing: What Is It? Should You Be Doing It? - Read the blog, Download the Investing Basics Guide and 10 Steps to Improve Investing Success 14:00 - Should I Convert a Variable Annuity to Fixed Index Annuity? (Christine, San Diego) 18:21 - How to Invest Inherited Retirement Funds and Where to Save Extra Money? (Dean, Columbus, GA) 21:50 - How Should We Fund Our Home Remodel? Are We On Track for Retirement? (Jen and John, California) 29:43 - How Your Home Can Create Retirement Income: Watch YMYW TV, Download the Retirement Readiness Guide 30:15 - Solo 401(k) to Avoid Unrelated Business Income Tax (UBIT)? (Terry - voice) 32:31 - Switching to a Fee Only Advisor: Any Negative Consequences? (Steve, PA) 37:19 - Intelligent Charitable Giving Through Qualified Charitable Distributions (Chris) 41:05 - Outro

Send us a textUnlock the secrets to optimizing your retirement investments with our latest episode featuring Damian Lupo, founder of the EQRP company. Are you ready to take control of your financial future? Damian breaks down how Enhanced Qualified Retirement Plans (EQRP) outshine traditional Self-Directed IRAs (SDIRAs), especially when it comes to real estate investments. Learn how EQRP can offer you unparalleled control, flexibility, and significant tax benefits, including exemptions from the dreaded debt-related UBIT tax, allowing you to maximize your investment potential.Ever wondered how innovative technology can reshape the construction landscape? Damian and I spotlight FrameTech, a trailblazing company that is transforming traditional framing methods with its patented technology. Discover how FrameTech is addressing the housing shortage by reducing construction time and waste, while ensuring precision and quality. This segment will inspire you to think creatively about investment possibilities within your retirement funds, from bullion and art companies to groundbreaking advancements in the construction sector.Lastly, we delve into the powerful intersection of self-esteem, success, and emotional resilience. Drawing from personal experiences and insights from thought leaders like Tom Bilyeu, we explore the importance of self-awareness, therapy, and maintaining an abundant mindset. We also highlight the profound connection between leadership and reading, discussing books like George Leonard's "Mastery" and Jim Buford's "Halftime." Join us for a rich conversation that encourages meaningful connections, significant living, and actionable steps toward achieving your goals. Listen in and transform the way you approach both your investments and your personal growth.New outro for Season 4 (2024) Additional Resources: Website: https://www.clarkst.com Phone: (860) 675-5800 YouTube: https://www.youtube.com/@clarkstcapital Podcast: https://bit.ly/3LzZdDx LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including if UBIT will apply to a real estate deal, building on an IRA-owned piece of land, and using an IRA for a "fix-and-flip" business.

On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax affects may your investments, and why it's not as bad as you might think.

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions around topics like borrowing from your QRP (Qualified Retirement Plan) without it being considered income, utilizing depreciation from syndications as a real estate professional, and writing off Airbnb setup costs. Learn how to establish accountable expense reimbursement plans for your C-Corp, handle taxes for disregarded property holding entities, and calculate depreciation post-1031 exchange. Discover efficient strategies for paying kids in your small business and choosing between S-Corp and LLC structures. Simplify the complexities of C-Corp taxes and learn how to invest in real estate via self-directed IRAs without UBIT implications. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: I am 65. If I borrow $30,000 from my QRP, would that be considered earned income?- No. You have to pay back with interest, but it is not income. As a real estate professional, can I also take the depreciation expense from syndications against my spouse's K-1 income? - Generally yes, if you are a REP, and it's non-passive activity, if there was an overall loss, it can go on your return. Can expenses for building and outfitting an Airbnb spent this year be written off next year when the unit is rented? - yes, but it can only be written off after it has been “placed in service” How do I establish an accountable expense reimbursement plan for my C -Corp and a medical reimbursement plan? - Have a corp meeting, and adopt the plans with documentation of that meeting. If a disregarded property holding entity isn't taxed when our individual property expenses like taxes, insurance maintenance, and depreciation considered for income taxes? - Any income/expenses must be reported, flowing up into your 1040. How do I calculate depreciation after a 1031 exchange? - It's your original property purchase price, plus any improvements, less depreciation. This again is on the original building you had, the one that we're going to relinquish. I want to include my kids as employees for my small business and I want to pay them in a lump sum annually. What would be the most efficient way to structure that? - If they are under 18 there's no employment tax, if you are paying them through a partnership or a disregarded entity. Is it beneficial to be an S-corp or an LLC if making under a certain amount of money? - You want to be in some kind of entity, to protect yourself from lawsuits. What are the tax differences between an S and a C corporation? How hard are a C corporation's taxes to do? - Yeah, so the biggest tax differences between an S and a C then in a synopsis is the S corporation doesn't pay taxes, it passes it to its owners. How can I use my self-directed IRA to invest in real estate deals without being subject to UBIT? - don't buy any real estate with any debt or anything like that and make sure it's a long-term rental, and not a flip. Resources: Schedule Your Free Consultation https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=the-main-tax-differences-between-an-s-corporation-and-c-corporation Tax and Asset Protection Events https://andersonadvisors.com/live-tax-and-asset-protection-workshops/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., explain tax strategies for listener-submitted questions. The conversation digs into S-Corp vs. C-Corp for property management, understanding Unrelated Business Income Tax (UBIT) for non-profits, qualifying for Real Estate Professional status, and cost segregation and bonus depreciation for rentals. Submit your tax question to taxtuesday@andersonadvisors.  Highlights/Topics: "Is it better to have an S-corporation or C-corporation as your property management company managing your land trust and property held in your disregarded LLC? Are you required to have payroll with the S-corporation?" - With the management corporation, S or C, I personally like the C-corporation better. “Where and when does UBIT apply to real estate investing and generally to alternative investments? - You're going to run into this when you have exempt groups or we'll call them entities, nonprofits are also exempt. Does an accountable plan have identical benefits when comparing a C-corporation versus an S-corporation for a new business?" - being a new business or not shouldn't change too much. It's just a C Corp versus S Corp. "How do you know how much you can convert into a Roth IRA from a traditional one without getting pushed into a higher tax bracket when you don't know what your investment gains will be?" - we don't look at the taxable gains - whatever your tax bracket is, that's what's going to determine. “Augusta rule. I am my own real estate broker office scene out of my home. I just hosted a large client appreciation party at my house using rooms in a garden that are not my office. Can I apply an Augusta rule to it? If yes, could applying the Augusta rule increase my chances for an audit and to what percentage? - Augusta rule is 288. You can rent out your home up to 14 times a calendar year. This is entertainment, you could maybe deduct 50%, I wouldn't use Augusta for anything entertainment. “My question is I've never been able to take real estate professional status due to full-time employment as a W-2 employee. I took early retirement on January 2nd of 2024 of this year. I am still being paid the remainder of 2024 biweekly, but not actually working. I'm a licensed real estate broker and spend a lot and most of my time on real estate rentals, subdivision development, et cetera. With this payout biweekly for the remainder of the year, can I qualify as REP (real estate professional) status for 2024?" - The prohibition to having W2 income is if you are actually working at your W2 job. Here, we're not doing any work for that check. You're just getting paid free money for 2024. You can go out and put your time into real estate. “Given the time of the year that we're getting into with taxes being due especially in the fall, what are the first three steps in the tax planning process, and how does one approach the process differently for clients that earn less?" – Start with having excellent bookkeeping, identify where you are today, and plan where you are going in the future. "What is the best way to purchase an existing business for tax purposes?" - You're going to buy the assets, you want to buy the assets because now you're going to be able to get those at your fair market value that you pay for them. We call it stepped-up basis in your assets… "If I buy a short-term rental and do a cost seg the next year, I bought it, and listed it on Airbnb, can I rent it long-term for the following year or would that interfere with the cost seg done the prior year?" –This is a common strategy, there's nothing wrong with that - you want to at least rent it once in year one as a STR. "If I claim bonus depreciation on my rental property, do I need to return or reverse it when I sell the property? What happens with bonus depreciation when I sell a rental property, or I necessarily have it in current?” - It depends on the transaction. If you sell a property then you have to have gain. If you don't have gain on the sell, there is no depreciation recapture. Resources: Get Your Free Emergency Binder https://andersonadvisors.com/emergency-binder/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=what-is-the-best-tax-efficient-way-to-purchase-an-existing-business Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor's funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor?

Taxes for Tax-Exempt Organizations is the fifth in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Taxes for Tax-Exempt Organizations program will cover unrelated business income tax (UBIT); Massachusetts-specific taxes; IRS intermediate sanctions rules and excise taxes; and executive compensation excise taxes.    Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

On this episode of AdMail, IRA Financial founder Adam Bergman answers your questions! Tune in to hear the answers to the following questions: • I have a Checkbook Control LLC and want to take a taxable distribution since I am over the age of 59 1/2. Can I do it from the LLC? Jose M, Tampa, FL • I want to do a hard money loan to a real estate investor. Will I have UBIT on this type of deal? Sandy T Honolulu, HI • I am investing in a private equity fund. The fund is investing in growth companies. Will this type of investment trigger UBIT? Jerry K Montauk, NY

Investing with Taylor: www.investwithtaylor.com  Stessa to manage your properties: https://stessa.sjv.io/c/2425882/1152983/14113 Thomas Castelli, a CPA and real estate taxation expert, joins the Passive Wealth Strategy Show to discuss the tax implications and advantages of passive real estate investing. He explains the importance of understanding the K-1 tax form that passive real estate investors receive and highlights key information to know before receiving one. Thomas also delves into the topic of self-directed retirement account investing and the potential tax implications involved. He emphasizes the need to find a tax professional experienced in real estate taxation and provides tips for vetting a CPA. Additionally, Thomas addresses the concept of not letting the tax tail wag the dog and making holistic investment decisions. He concludes by discussing the complexities of UBIT (unrelated business income tax) and the challenges of preparing a 990T form for self-directed IRA investments. Key Takeaways: The K-1 tax form is crucial for passive real estate investors as it shows their share of income, losses, deductions, and credits from the partnership. It is important to find a CPA experienced in real estate taxation and who understands K-1s and the specific needs of real estate investors. UBIT (unrelated business income tax) can impact self-directed IRA investments, but the overall impact is usually minimal and primarily occurs when the investment is sold. When investing through a self-directed IRA, it is essential to be prepared for the additional compliance requirements, such as filing a 990T form. The tax implications should be considered as a factor in investment decision-making, but they should not be the sole driving force behind investment choices. Quotes: "Real estate is one of the more complicated areas of the tax code, and there's a lot going on, and there's a lot that can be missed." - Thomas Castelli, CPA "Make sure you review your return before you file it, and if you do end up catching a mistake after the fact, it's not uncommon." - Thomas Castelli, CPA "I prefer to invest in real estate outside of retirement accounts for the tax advantages and keep other investments like stocks in IRAs." - Thomas Castelli, CPA

Financial autonomy meets retirement savings in today's episode featuring Dana Udumulla as we dive into the dynamic world of self-directed individual retirement accounts. Tune in to discover how to transfer your 401k into a self-directed IRA, along with the importance of reflecting, researching, and having a clear sense of your retirement goals in securing your financial future.     Key Takeaways To Listen For Madison Trust Company: Their services and the advantages of working with them How to use your self-directed IRA to invest in real estate What is UBIT and why do investors need to be aware of it Alternative ways to fund your retirement savings account Reasons you should invest in a self-directed IRA vs. a traditional IRA How do you keep track of your IRA-funded investments?     Resources/Links Mentioned In This Episode Charles Schwab Fidelity Investments Merrill Lynch Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback     About Dana Udumulla Dana Udumulla is an investment manager at Madison Trust Company, specializing in alternative investments and self-directed IRAs with a portfolio exceeding $4 billion. She joined the company in February 2020, and as the manager of the Investments and Compliance Department, she is dedicated to improving departmental procedures, streamlining investment processes, and exploring innovative ventures. Furthermore, Dana holds a Master of Science in Financial Analysis from Rutgers University and a Bachelor's degree in Finance from Ramapo College of New Jersey.     Connect with Dana  Website: Madison Trust Company LinkedIn: Dana Udumulla Mobile Number: 845-400-8454     Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

EPISODE SUMMARY: Sharpen your investment strategy and start generating high returns with our latest conversation featuring Josh Plave, founder of Wall to Main. We promise you'll walk away with a wealth of knowledge on how to maximize your real estate investments using retirement funds. Josh, an expert investor, shares how he has leveraged retirement funds for successful engagement in the multifamily market post recent Federal announcements. We focus on the intricacies of the Unrelated Business Income Tax (UBIT) for leveraged assets and why market adaptability is crucial for investors. Discover the power of self-directed Individual Retirement Accounts (IRAs) in real estate and the process of setting up an LLC for your investment pursuits. We also tackle the tax implications of using retirement funds for real estate investments and strategies to minimize them. As we explore the current multifamily market, Josh provides insights into identifying profitable deals, the significance of value-add opportunities and occupancy rates, and the necessity of having a minimum fixed term on debt. Get ready to revolutionize your real estate investment game with this enlightening conversation. JOSH BIO: Josh is an apartment owner and operator who specializes in helping investors use their retirement funds to passively invest. As a general partner on over 1,300 units across the country, Josh runs Wall to Main, where he provides education and investment opportunities aligned for IRAs, 401k's and everything in between. GET IN TOUCH WITH JOSH: www.walltomain.com www.instagram.com/joshplave www.linkedin.com/in/joshplave www.facebook.com/joshplave EPISODE CHAPTERS: (0:00:02) - Maximizing Real Estate Investments With Retirement Josh Plave shares his journey of using retirement funds to invest in multifamily market and navigating UBIT tax. (0:10:02) - Investment Strategy and Property Management Process Nature's potential for high returns through self-directed IRAs and LLCs, minimizing tax implications and finding the right properties. (0:18:28) - Real Estate Investment Opportunities Nature's multifamily real estate market, finding good deals, value-add opportunities, occupancy rates, and the impact of declining migration on rentals. #RealEstate #Tips #PreReal For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk Becca's Real Estate Tips https://www.youtube.com/watch?v=hSQsDJUTOW8&list=PLbyMUN39hTNVu6OeabosHIP_CTfuqg_4X Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prereal

Going Long Podcast Episode 372: Managing Your Investment Portfolio with Vehicles That Give You More Control ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Mindy Gayer, you'll learn the following:   [00:41 - 03:32] Show introduction with comments from Billy. [03:32 - 08:07] Guest introduction and first questions. [08:07 - 13:30] The backstory and decisions made that led Mindy to this point in her journey. [13:30 - 15:21] Mindy explains what and who a fiduciary is, and why it's important for you to understand this. [15:21 - 22:46] Mindy gives us a 101 on what a self directed I.R.A. is, how it works (and doesn't work), and most importantly how it can work for you.. [22:46 - 31:45] The ways that you can fund your own self directed I.R.A., and some things to understand so you can know whether it is the right thing for you to do.  [31:45 - 36:32] Mindy explains all about UBIT tax and UDFI. [36:32 - 39:40] How Mindy is helping clients through Entrust Group today. Here's what Mindy shared with us during today's conversation:    Where in the world Mindy is currently: Nashville, Tennessee. The most positive thing to happen in the past 24 hours: Mindy found out that her healing from a Wakeboarding accident and subsequent hospital operation is ahead of schedule, so she is hoping to be fully healed soon! Favourite city in Europe: Santorini, Greece. A mistake that Mindy would like you to learn from so that you don't have to pay full price: Wherever you are in life, it's never too late! Book Recommendations: Extreme Ownership, by Jocko Willink and Leif Babin. https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057    Be sure to reach out and connect with Mindy Gayer by using the info below:     Website: https://www.theentrustgroup.com/   LinkedIn: https://www.linkedin.com/in/mindy-gayer-8bb48b90  Email: mgayer@theentrustgroup.com      To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Start taking action TODAY so that you can gain more Education and Control over your financial life.   Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong   Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels  

EPISODE SUMMARY: Discover a world where financial education reigns supreme and product sales take a back seat, as we are joined by Bernard Reisz, CPA and chief education officer at Resurer Financial. Promise yourself a future where you are not just another number in the system, but an empowered individual making informed financial decisions. Through our conversation with Bernard, we shatter the illusion of financial products masquerading as advice and shed light on the transformational power of real estate, an avenue often underexplored by Main Street America. Venture into the realm of retirement accounts with us as Bernard demystifies their true potential. Understand how your IRAs and 401ks can be your secret weapon in breaking into real estate, steering clear from the lottery-like mentality prevalent in the market. Get ready to uncover the latent power of self-directed retirement accounts and the role financial institutions play in creating restrictions, urging you to assert control over your financial future. Closing our enlightening chat with Bernard, we tackle the vital role of financial education and knowledge. Pledge to take control and ownership of your investments, while acknowledging the necessary due diligence. Explore the idea of giving back through one's vocation and access the plethora of resources offered by Resure Financial. Finally, Bernard reveals a unique personal fact, teaching us a lesson in humility and commitment. Tune in, say goodbye to financial confusion and embrace the path to financial empowerment today. BERNARD'S BIO: Bernard Reisz CPA is Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services. ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies. GET IN TOUCH WITH BERNARD:  https://www.resurefinancial.com/ https://members.resurefinancial.com/ EPISODE CHAPTERS: (0:00:01) - The Importance of Financial Education Financial products, guidance, incentives, disincentives, and education are discussed to understand how real estate can transform financial profiles. (0:12:30) - Financial Advisors and Self-Directed Retirement Accounts Retirement accounts can be used to leverage other people's money for real estate investments, emphasizing the importance of effort. (0:16:20) - Retirement Accounts and Self-Directed Investing We examine 401k plans, non-discrimination testing, safe harbor plans, and financial institution restrictions to help those unable to access their money. (0:33:31) - Education and Financial Knowledge Importance Access to education and knowledge is essential for informed financial decisions, taking control and ownership of investments, and understanding Bernard's mission. (0:38:37) - Importance of Giving Back in Vocation We discuss how to give back through vocation, access services at Reshore Financial, and a unique personal fact. (0:50:32) - Exploring the 'Why' Behind Success Retirement accounts, 401k plans, education, and knowledge are discussed for financial decision-making. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

For the first episode of Weaver's “Not-For-Profit” podcast series, the company's Tax Partner, Kirby Ross, and Assurance Partner, Jackie Gonzalez, discussed unrelated business income tax (UBIT) and functional expenses in the context of nonprofit organizations. Kirby explained that a UBIT is a tax levied on income generated by a nonprofit through activities unrelated to its exempt purpose. The goal of UBIT is to create a level playing field between nonprofits and for-profit businesses, preventing unfair competition.Ross and Gonzalez also focused on …• UBIT explained: Tax on nonprofits for income from unrelated activities, aim to create fair competition with for-profit businesses.• Identifying and managing UBIT: Nonprofits should examine revenue streams, understand triggers, and strategically plan to address potential taxes.• Functional expenses discussion: Focus on accurate allocation between program and supporting services, with consistent policies and good stewardship for donor confidence.Some examples of UBITs include advertising revenue and debt-financed rental income. Auditors play a crucial role in identifying UBITs by examining an organization's revenue streams, particularly miscellaneous income. Although paying UBITs might seem unfavorable for a nonprofit, it can still have advantages for an organization to engage in lucrative ventures and pay taxes on the income generated, as long as the net proceeds are used for its exempt purposes.Another topic discussed in the conversation was the statement of functional expenses. Gonazlez and Ross talked about the importance of accurately allocating expenses between program and supporting services. Consistency in allocations and having clear policies are crucial for both auditing and tax purposes. Rating agencies like Charity Navigator assess nonprofits based on their expense allocation, with higher ratings going to organizations that allocate a larger percentage of their expenses to program services.A good target for a highly functioning nonprofit is to allocate less than 15% of its expenses to supporting services, with the rest going to program services. A lower percentage allocated to program services could have negatively impacted the organization's reputation and deterred potential donors. The conversation concluded with both speakers acknowledging the importance of auditors in helping nonprofits accurately report their expenses and assess their UBIT exposure.

★ Join Our Investor Club ★   https://forms.gle/AEpWgPg7krd8YzPU8Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let's start the conversation! Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone --About the guest:Bernard Reisz CPA is Chief Education Officer at ReSure Financial, a firm focusing on helping real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies.  Connect with Bernard Reisz: ReSure Site: https://members.resurefinancial.com/ Episode Highlights:✔️ Understanding cost segregation and bonus depreciation✔️ Why it's important to understand land allocation in your tax strategy✔️ The double benefit of leverage in real estate: (1) leverage on the purchase price, and (2) leverage on the tax deduction✔️ Recapture mitigation strategies✔️ When it makes sense to do a cost segregation study 

On this episode of Passive Income Pilots, Tait and Ryan interview Derreck Long.Derreck Long is a Senior IRA Specialist at Quest Trust Company. Quest manages IRAs for “alternative” investments like real estate, notes, oil and gas, and private placements, among many others. Derreck became a Self-Directed IRA and Solo 401K Expert in 2017. He received a CISP from the American Banking Association, spoke at hundreds of events around the United States, and even participated in lobbying efforts with Congress. Derreck provided valuable insights into the workings of self-directed IRAs, including ways to get money into retirement accounts. He touches on the contribution limits for different types of retirement accounts and the process of rolling over a Thrift Savings Plan (TSP) account. He discussed the complex terminology of self-directed IRAs, like Unrelated Debt-Financed Income (UDFI) and Unrelated Business Income Tax (UBIT). Understanding these terms is vital as they can impact the taxation of IRA investments. Derreck also highlighted the potential impact of new tax laws on custodian investments. Enjoy the show!Show notes:[1:31] Self-directed IRAs and custodians[3:39] Active employer funds vs. external funds[4:53] What you can put in an IRA[7:02] Getting money into a retirement account[10:46] Setting up a self-directed IRA[12:18] Informing the old plan provider[14:52] Choosing the right custodian for self-directed investments[17:58] Specialized custodians for different types of investments[20:38] Contribution limits and consolidation of retirement accounts[21:25] Rolling over TSP to an IRA[23:10] Importance of due diligence and working with experts[25:28] Personalized customer service and assistance with IRAs[29:24] Syndicators avoiding IRAs due to plan asset regulations[33:53] IRAs and depreciation[35:21] History of UDFI[37:34] UDFI, UBIT and taxes[41:18] Introduction to retirement accounts[43:46] Choosing between Roth and traditional IRA[45:14] Custodian fees[49:03] How to reach out to Derreck[50:50] OutroLinks mentioned:#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby Mathis - https://podcasts.apple.com/us/podcast/10-reduce-your-taxes-maximize-reLegal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

In this episode of the Main Street Business podcast, host Mark J Kohler, along with guest Deven Munns, delve into the complexities of establishing and operating a nonprofit organization. They stress the importance of identifying your purpose, assembling the right team, and meticulous planning. Furthermore, they shed light on the intricacies of fundraising, the necessity to have a precise structure, and budget considerations. They also share their personal experiences and valuable insights into running a successful nonprofit organization.Importance of a comprehensive plan for starting a nonprofit organizationSteps to set up a nonprofit, including filing articles of incorporation and deciding on a URL/brandDifferences between private foundation and public charity and the corresponding IRS forms to fileUnderstanding the better tax write-offs available for public charities and the four tiers of write-offsThe complexities of filing the long Form 1023 with the IRS to register a nonprofitThe role of a board of directors and strategic partners in planning and fundraising for a nonprofitDelegating fundraising avenues to different board members for a comprehensive approachAddressing legal and tax considerations such as unrelated business income tax (UBIT) and the need for separate organizations for certain activitiesFor more game-changing financial strategies, be sure to like and subscribe to the podcast, and sign up for our weekly newsletter to get more FREE education every week: https://markjkohler.com/contact-us/- Ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo: https://markjkohler.as.me/ - You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: https://www.taxandlegal360.com/ - Level up your learning! Join my weekly webinar: http://cal.ae/oaiehgw - Curious what my new certification is all about? Check out: https://markjkohler.com/become-a-certified-tax-advisor/ - Looking to connect with a rock star law firm? KKOS is only a click away: https://kkoslawyers.com/ - Grab my FREE Ultimate Tax Strategy Guide: https://markjkohler.com/contact/ - Stay in the loop on Facebook: https://www.facebook.com/markkohler/ - Craving more content? Instagram's where it's at: https://www.instagram.com/markjkohler/ - Ready to team up with me? Here's your doorway to great things: https://linktr.ee/MJKYoutube- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler

In today's episode, Adam Bergman, Esq., discusses whether or not different IRA investments will trigger the unrelated business taxable income tax.

What if you could unlock the hidden potentials of real estate syndication? Picture yourself delving deep into the intricacies of SEC 506B and 506C syndications, learning the criteria for becoming an accredited investor, and exploring vineyards, emergency clinics, private practice medical offices, and more as possible investment opportunities. This is the journey we embark on with real estate guru, Kishan Golla, who graces us with his wealth of experience from over 25 deals, and more than 4,000 doors in the commercial real estate market.As we navigate the world of real estate investment, we also confront its inherent challenges and risks. Kishan generously shares the realities of evolving interest rates, fluctuating insurance costs, labor and payroll changes due to the pandemic and their implications for your return on investment. We tackle the nitty-gritty, from the importance of investing in landlord-friendly communities to the potential returns an investor can expect and the average life cycle of a syndication.We conclude our insightful journey with Kishan by discussing diverse investment options and considerations: single-family homes, self-storage, and medical syndications. He reveals critical tax implications in retirement investments, and how to structure a deal to avoid UBIT and UDFI taxes associated with self-directed IRA investments. As we wrap up, one thing resonates: the paramount importance of honesty in syndication. Join us on this exploration and let Kishan's expertise guide you through the rewarding landscape of real estate syndication.RECN Facebook page  https://www.facebook.com/groups/5670625079733713Kishan Golla Email  kishan@vetexequity.comPhone (620)-704-1690

In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to UBIT tax consequences of different transactions inside a Self-Directed IRA.

Investing in real estate can be a lucrative way to build wealth, but what if you don't have the cash to get started? Did you know that you can leverage 401k/retirement funds to invest in real estate? In our latest episode, we explore the world of Self-Directed IRA investing and how it can be a game-changer for those looking to break into real estate without having to use their own cash. John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry. As Director, Head of Education and Investor Success at Equity Trust Company, John draws from his 20 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000 investors during more than 400 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what investors know best.In this Episode, Vinki & John chat about⁠:- Self-directed IRA  and traditional IRA - UBIT exemption- Benefits of using a self-directed IRA to invest in real estate- Taxes and self-directed IRA- Why can't you directly invest from 401kContact John: https://www.linkedin.com/company/equity-trust-company/If you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, and subscribe!The Real Estate Vibe Show!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Key Takeaways Alternative investments exclude collectibles like art and cars, as well as assets that involve personal use or benefit. Self-directed IRAs allow individuals to invest in various assets, such as rental properties, without directly benefiting from them or performing any related work. Short-term rentals, including Airbnb, can be included in an IRA investment, but the tax implications can be complex depending on whether the income is considered passive or active. Different types of IRAs include traditional, Roth, SEP, simple, solo 401k, and health savings accounts (HSA). Tax considerations such as UBIT and UDFI may apply to IRA investments and could result in taxes owed, but deductions can help offset the tax liability. It's important to have a cushion in your self-directed IRA to cover expenses and potential capital calls. Self-directed IRA providers like uDirectIRA make the investment process easy with dedicated transaction coordinators. Timeline [00:42] Intro to Podcast [02:20] Intro to episode guest [03:33] One word that describes Kaaren personally and professionally. [04:02] So let's talk about your history and how you started uDirect and what you guys do. [07:34] Kaaren explains what a self-directed IRA is and how people can use it. [11:16] Let's talk about the different types of IRAs. [19:55] What's your experience as a crypto administrator regarding people's investments and ATM machines? [22:17] How about depreciation? Can you talk about that a little bit? Are you allowed in your self-directed to take a depreciation? [26:15] Any other new guidelines or rules that are exciting for people that have happened or are going to happen that you know of? [30:30] What alternative investment options are available for my self-directed IRA when I don't have enough funds for contributions or rollovers, and how can I maximize returns in such situations? Contact  Phone: (866) 538-3539 Email: info@udirectira.com

What can be done with an old 401k? Is there any way to use it to invest in real estate? That's the first question I'm answering on today's show! On this episode of Investing in Real Estate, we're going to talk about the future of the US dollar and how it relates to real estate investing. Then I'll answer three of your great questions about investing with an old 401k, UBIT taxes for self-directed IRAs, and how to make a return on investment if you don't have enough funds to buy a rental property.

Take the fate of your retirement off the stock market and invest in something more stable with Josh Plave, who outlines different ways to use your self-directed IRA in real estate. So, tune in to gain valuable insights and turn your early retirement dream into reality!   Key takeaways to listen for How to start investing using your retirement account and self-directed IRA Things to look out for before using your SDIRA to invest in real estate 2023 real estate market and interest rate outlook The significance of focus and specialization in achieving real estate growth Surprising time freedom benefits of real estate investing   Resources Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Mass Market Paperback  Vanguard Fidelity Investments Blue Ocean Strategy, Expanded Edition by W. Chan Kim | Kindle, Hardcover, and Paperback To get access to Josh's UBIT calculator for Limited and General Partners, go to ubitcalc.com   About Josh Plave Josh is the founder of Wall to Main and a full-time multifamily investor. Holding a portfolio of over 1,500 units across seven markets, Josh is a General Partner across 10 properties spanning 800 units. Josh's experience in retirement accounts began at 16 when he opened his first Roth IRA and began trading equities. ​Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital. This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future.   Connect with Josh Website: Wall To Main Investments LinkedIn: Josh Plave   CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today! Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com   SPONSOR Hire Tomorrow Whether you're trying to hire a full-time employee or a contractor to fill a gap, Hire Tomorrow can help. Hire Tomorrow is a boutique recruitment firm that has successfully filled Sales and Marketing, Human Resources, and Technology positions with companies ranging from Startups to Fortune 500. Check out Tomorrow.com or contact Recruiting@HireTomorrow.com for more information.

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.     Are you looking to create long-lasting wealth through real estate investment? Do you want to learn about the benefits of diversification and how to make cash-flowing deals? Then this episode is for you. Our experts discuss the importance of thoughtful and unbiased financial advice, and why diversification is key to maintaining your lifestyle. We cover various types of investments such as residential and multi-family properties, farmland, mineral oil and gas, and affordable Class C properties. Our speakers also emphasize the importance of real estate tax tools like 1031 exchange, cost segregation, and self-directed retirement accounts to help you maximize your returns. We also discuss the value of charitable giving and the optimal amount of taxation. Tune in to this episode to learn more about creating long-lasting wealth through strategic financial planning and education in real estate investment.     [00:01 - 06:08] The Importance of Diversification and Tax Tools for Financial Success Diversification is crucial to achieving financial success Investments in various assets like oil and gas, farmland, and residential real estate can provide a safety net There is no one-size-fits-all approach to investing Thoughtful and unbiased advice is important   [06:09 - 12:22] Real Estate Tax Tools and Financial Freedom People prioritize safety once they reach financial comfort Diversification is key to maintaining lifestyle and progressing Good tax advice is necessary for complex tax situations Legitimate deductions should be claimed without fear of the IRS   [12:23 - 18:45] Insights on Tax Strategies and Private Charity There is no patriotic duty to arrange affairs to benefit the treasury Organizing transactions to create the lowest tax burden is crucial Private charity is more effective than government bureaucracy   [18:46 - 20:04] Closing Segment An optimal tax amount exists, and additional taxation has decreasing benefits Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work     Tweetable Quotes: “A red flag is only something to fear, if you've got something to hide.” – Bernard Reisz   “The first indication that you're dealing with people that are thoughtful and unbiased is when there is no one size fits all.” – Bernard Reisz   You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.     Are you a real estate investor looking to optimize your taxes and maximize your deductions? In this episode, we bring together industry experts to explore the complex world of taxes and how they impact your real estate investments. From land allocation in cost segregation studies to understanding tax rates and state conformity to federal bonus depreciation, our speakers discuss key factors and share strategies like 1031 exchanges and cost segregation studies to mitigate taxes. They emphasize the need to work closely with CPAs and tax professionals to prepare for complex taxation issues, and even touch on retirement accounts and the impact of bonus depreciation. Whether you're a new investor just starting out or an experienced pro looking to hone your skills, tune in to this episode to stay up-to-date on best practices for optimizing your taxes.     [00:01 - 07:55] The Importance of Cost Segregation Land allocation is a key factor in cost segregation studies Actual tax rates and state conformity to federal bonus depreciation affect the true benefit of cost segregation deductions Time value of money is crucial in real estate investing, and tax planning can help maximize returns   [07:56 - 16:16] Maximizing Tax Deductions in Real Estate: Strategies and Risks to Consider Tax deductions can be used to offset gains in real estate investments Buying bigger assets creates even bigger deductions Not claiming allowable depreciation can lead to recapture in the future Adjusted tax basis is important in calculating true gain from a property sale   [16:17 - 24:49] Understanding the Impact of Cost Segregation and Bonus Depreciation on Retirement Accounts  Land does not depreciate, so only allocated amount remains Short-term gains taxed at ordinary income rates, long-term gains have varying rates Bonus depreciation may or may not benefit retirement accounts   [24:50 - 29:09] Closing Segment Cost segregation is a no-brainer for syndicated deals Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work     Tweetable Quotes: “The cash flow comes into the retirement account.” – Bernard Reisz   “Every investor is gonna be impacted by cost segregation differently based on our tax plan.” – Bernard Reisz   You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

Bernard Reisz, CPA is a financial strategist and educator at ReSureFinancial.com who helps real estate investors elevate their ROI and wealth growth by leveraging real estate title and tax tools. He serves as the Chief Education Officer at ReSure Financial, where he curates a website to educate investors on topics like 1031 Exchange, Cost Segregation, and 401k/IRA. Bernard's expertise in financial, tax, real estate, and legal topics has made him a sought-after guest on numerous forums, where he shares his straight-talk and unique insights on various aspects of real estate tax matters. He is well-versed in advanced tax strategies such as UBIT, UBTI, UDFI, 453 Installment Sales, and more.     Are you interested in real estate investing, but feeling overwhelmed by the various tools available? In this episode, we sit down with Bernard from Reshore Financial to learn about the importance of title and escrow in real estate transactions. From clearing title to settlement statements, Bernard emphasizes the need for expertise, communication, and responsiveness during the closing process. But that's not all - we also dive into the world of depreciation deductions and cost segregation studies, exploring how investors can take advantage of accelerated depreciation in year one. Whether you're a beginner or a seasoned pro, this podcast will give you valuable insights into the tools available for real estate investing success. Tune in now!       [00:01 - 06:28] What are The Different Tools in Real Estate Investing Understand the different tools in real estate investing, such as cost segregation, 1031 exchanges, retirement accounts, and title and escrow Expertise and responsiveness are crucial in resolving title issues and closing deals on time   [06:29 - 12:45] Understanding the Importance of Settlement Statements and Title Insurance in Real Estate Transactions Disbursements involve lender funds to escrow, dispersing funds to the seller, and buyer deposits going through the disburser Settlement statement is key for determining depreciation deductions for real property and tangible personal property   [12:46 - 19:17] Maximizing Tax Benefits through Cost Segregation Study and Proper Allocation Analysis A clear settlement statement leads to a cost segregation study Bonus depreciation is 100% if property was purchased and placed in service in 2022   [19:18 - 26:42] Closing Segment Cost segregation study buckets items by their usable life for accelerated depreciation Listeners can visit resurefinancial.com and members.resurefinancial.com to learn more about Bernard and his work     Tweetable Quotes: “Real estate provides awesome depreciation deductions.” – Bernard Reisz   “So a key part of tax strategy and to be able to claim depreciation deductions if you wanna get them for the current year, is make sure that it's at least available to rent.” – Bernard Reisz   You can connect with Bernard Reisz through his: Email: bernard@resurefinancial.com Social Media: LinkedIn   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

Welcome to another episode of the Tax Tuesday show. Host Toby Mathis, Esq., joins our regular guest Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, to help answer your questions. We send a big thank you to all our people online answering your questions today - Troy, Tanya, Sergey, Ross, Kurt, Kenny, Jared, Dutch, Dana, Patty, and Matthew are all on. On today's episode, Eliot and Toby answer listener questions including a very detailed question on inheriting rental properties, a question on crypto-currency and taxes, one on hiring and paying your children, and we answer the title question on structuring small businesses using an S-Corp. If you have a tax-related question for us, submit it to taxtuesday@andersonadvisors. Highlights/Topics: "What is an installment sale on real estate? How do you utilize it within the tax code?" - An installment sale simply means that you're getting payment over more than one year. It could be for two years, it could be for 20. "What happens to accumulated depreciation on rental property when the owner passes away? Does the person inheriting the property need to account for depreciation recapture from the deceased owner when you later decide to sell that property? If the person inheriting the property gets a step-up in basis, does that new basis now become the basis to calculate depreciation on if you keep the property? Can the person inheriting the rental property also have a new cost segregation done? And would that be affected by any cost segregation done previously? Any other tax considerations to be aware of when inheriting rental property?" — It goes away.  Don't gift it to your kids before you die! Your new value “step up in basis” is what you calculate from.  New cost-seg, yes, nothing relates to the old cost seg. "I received a 1099 INT from a bankrupt crypto company I invested with called Celsius." The money on the 1099 never touched my bank account as it is currently locked in a crypto wallet on their website for the last eight months. It was interest from USDC coins I staked, but I left it all in the wallet to reinvest. Am I supposed to pay taxes on this money that I never received, or can I leave it be and ignore it until the bankruptcy is resolved?" – you need to report it and you need to pay tax on it. "How does the tax law treat the hiring of children by an LLC? At what age can they be hired? Which circulars discuss this?" - when they're under 18, no Social Security, no Medicare taxes on those, but they must be paid by an LLC that's owned by mom and dad if it's a disregarded LLC or a partnership, and they have to be paid as W-2 employees. "I'm using the home office and depreciating part of the house. How will it look on the taxes that the year I sell it?" – I like using the administrative office in the home and having an S-corp, a C-corp, or an LLC taxed as an S-corp or a C-corp, reimbursing me for the value of my space because then I don't have depreciation recapture. "Are there any tax deductions for real estate held in a self-directed IRA?” When you see SDIRA, that just stands for self-directed IRA. - you're going to lose out on those big things like depreciation, et cetera, so no tax benefit. “I was hit hard with UBIT inside my Roth, where I owed $200,000 on a $400,000 gain. The company is no longer in business, trying to scratch back any part of the UBIT. Is it possible that it happened?”-- It was leveraged. Valerie, this is unrelated debt financed income. Yes, there is something you can do. "Can you explain S-corp taxes with shared distribution? When it's time to file taxes, do we pay taxes on all shared distributions?" Do you have to pay taxes on everything you receive or just the profits, et cetera? - An S-corp has two primary ways of getting paid as an owner, shareholder. One would be W-2 wages and the other is all the other income. "I started in LLC, C-corp with Anderson advisors on October 22 for real estate. I have paid $20,000-plus in networks, education, probably getting training. I did not do any deals and 2022 for my new real estate business. Can I still write all that off for the business? I have used my personal credit card to make purchases for the new REI business, real estate business. Since I do not have a business credit card, did I break the corporate veil?" – Yes, you can deduct those expenses. They are going to go on your C-corporation. If they were incurred prior to the date of incorporation, there'll be what we call startup costs. What org structure for small business is audited the least and provides the lowest tax liability?" – That's going to be your S-corporation, typically. It's going to give you a lot of deductions and reimbursements that you can take advantage of. "How do I best utilize my C-corp status for tax savings and investing in real estate? We have my 1099 paycheck going to our C-corp bank account and then pay out about half of it to our personal bank account as a paycheck. How do I utilize the other half that's sitting in the C-corp accounts, such as to buy new short-term rental or long-term rental investment property?" - the C-corporation, before you do the loan, you can take a lot of reimbursements—accountable plan reimbursements, corporate meetings for 280A, medical reimbursements. That all gets some money out to you tax-free deduction to your C-corporation. Get these first, then take a loan. Rapid-fire chat questions answered at the end of the show Resources: Email us at Tax Tuesday taxtuesday@andersonadvisors.com Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors YouTube http://aba.link/youtube Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

There are several episodes where we have discussed how you can invest outside the stock market with your 401k or IRA. But did you know you could even invest with your Health Savings Account? How could you use these strategies to build your wealth faster than with your financial advisor? We sit down with John Bowens of Equity Trust to learn how to use retirement plans to put money in real estate. He also discusses UBIT and why it is not always a bad thing.

Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means. Mustafa streamlines the investment process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-retirement funds. He diversifies clients' portfolios, giving them exposure to real estate, and optimizes overall portfolio performance. Prior to Veloce Capital, Mustafa co-founded Realty Mercato, where he used his real estate knowledge and business acumen to grow investor portfolios. This episode talks about: Updates on recent mortgage changes (changes in interest rates) Long-term versus short-term real estate investment outlooks What is a negative K1 distribution and why is it beneficial? Tax advantages of buy/hold real estate strategies How has the recent increase in interest rates affected Multifamily investing? Which markets are doing better than others? Some disadvantages of fix and flips and taking the solo active real estate investor route Advantages of investing into larger deals and sharing risk How Veloce Capital is helping investors with various investing strategies What are some of the differences between Regulation A (Reg A) and Regulation D (Reg D) offerings, in non-public investments? What is a REIT (real estate investment trust) and how does it compare to syndications and Reg A offering? Leveraging your dividend-paying whole life insurance policy to passively invest in real estate The different types of real estate income that are excluded from UBIT (Unrelated Business Income Tax). Types of investments that are subject to UBIT? What does ‘value-add' mean in real estate? To connect with Mustafa Ladha and to learn more about passively investing in apartment complexes in a tax-free manner, please visit:

Kenny Rowe is the founder of the Dalten Collective (~sicdev-pilnup), in a previous life he was on the founding team of MakerDAO What is the dalten collective? Collectively own an urbit start together What is a node? What is peer discovery? What is governance when it comes to Urbit? What can you do with a star on Urbit? What is the relationship between Urbit and DAOs? How do groups do sense-making? What is better for sense-making: an individual or the collective? What are the three values for the dalten collective? How many people are in the dalten collective? What is Qurtus when it comes to the dalten collective? What are the differences between software development in Urbit vs the rest of the ecosystem? Dev ops is easier There is a learning curve Runes and ASQII characters are important What is the importance of communication for project management? When do we get to the magical point of really easy software development? What does it mean to be a functional programming language? What is the highest scale has Urbit got to? Ubit network explorer Low 10,0000s What is the thing about exponentials? Does anyone at the FED have any idea of what MakerDAO is? What is the relationship between finance and actualization? Is MakerDAO a eurodollar system? Is Urbit out of the womb yet? What was your first memory of discovering the internet? What is the difference between a functional and performative server? What was the history of computing in the 40s? What is computation? How do you bootstrap a personal server? What do you learn by building a personal server that gives you an idea of what you can do? Are we already in the feudal system when it comes to Facebook owning all our individual data? How do identity politics make the world really clear? What are the tools you need for sense-making? Why do bitcoin maxis immediately think that Urbit is a blockchain when you try to bring it up? How do smart contracts fit into urbit? What is the synthesis between smart contracts and urbit? Where does sense-making within small groups fit into the patchwork age (PaulPublisher on Twitter)? Where do loners fit into sense-making? What is the relationship between the internet archives and urbit? How does urbit prevent shadow updates from centralized media? Will urbit absorb the legacy internet? What does it mean to have a digital CPU? What do you think happens to Amazon cloud in the urbit land? Cable television is a good idea of decentralization How does Moore's law extrapolate into other areas outside of transistors? What is a functional definition of computation? Why did computers take over the world in 1940s? What is the relationship between computers and war? What is a babbage machine? Why is 0 and 1 is the easiest way to do computation?

Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Click the link HERE.  Going Long Podcast Episode 266: Managing Your Investment Portfolio with Vehicles That Give You More Control ( To see the Video Version of today's conversation just CLICK HERE. ) In the conversation with today's guest, Mindy Gayer, you'll learn the following:   [00:41 - 03:32] Show introduction with comments from Billy. [03:32 - 08:07] Guest introduction and first questions. [08:07 - 13:30] The backstory and decisions made that led Mindy to this point in her journey. [13:30 - 15:21] Mindy explains what and who a fiduciary is, and why it's important for you to understand this. [15:21 - 22:46] Mindy gives us a 101 on what a self directed I.R.A. is, how it works (and doesn't work), and most importantly how it can work for you.. [22:46 - 31:45] The ways that you can fund your own self directed I.R.A., and some things to understand so you can know whether it is the right thing for you to do.  [31:45 - 36:32] Mindy explains all about UBIT tax and UDFI. [36:32 - 39:40] How Mindy is helping clients through Entrust Group today. Here's what Mindy shared with us during today's conversation:    Where in the world Mindy is currently: Nashville, Tennessee. The most positive thing to happen in the past 24 hours: Mindy found out that her healing from a Wakeboarding accident and subsequent hospital operation is ahead of schedule, so she is hoping to be fully healed soon! Favourite city in Europe: Santorini, Greece. A mistake that Mindy would like you to learn from so that you don't have to pay full price: Wherever you are in life, it's never too late! Book Recommendations: Extreme Ownership, by Jocko Willink and Leif Babin. https://www.amazon.com/Extreme-Ownership-U-S-Navy-SEALs/dp/1250067057    Be sure to reach out and connect with Mindy Gayer by using the info below:     Website: https://www.theentrustgroup.com/   LinkedIn: https://www.linkedin.com/in/mindy-gayer-8bb48b90  Email: mgayer@theentrustgroup.com      To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Start taking action TODAY so that you can gain more Education and Control over your financial life.   Are you an Accredited Investor that's tired of getting crushed by paying so much in income tax? Find out how we're helping others like you keep Uncle Sam out of your pocket. Go to https://www.firstgencp.com/goinglong   Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels  

Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets. Through careful research and structuring, he has learned how to successfully pivot existing retirement accounts that are invested in the stock market into commercial real estate.He established Wall to Main to put together all the creative methods he's found when investing in real estate with his retirement accounts.By passing along the lesser-known tips & tricks of self-directed investing, he works alongside his investors to establish strategies to minimize their tax burden.He has also created the real estate industry's only UBIT (unrelated business income tax) Calculator. Using this tool, he is able to provide investors with an idea of what total take-home returns might look like when investing in multifamily with an IRA, taxes, and all.You can find out more about our guest and how you can work with him by visiting  www.walltomain.com. SPECIAL OFFERS FOR OUR LISTENERS:For anyone interested in using the great service Groundbreaker provides, we have an amazing offer for you. Just type "HSQUARED" into the "optional Note"  section on the demo form to get 10% off your first 3 months.https://groundbreaker.co/Find out how to access your retirement funds tax-free and receive a free book!!https://book.eqrp.co/hsquaredcapitalPublished: Dec. 09, 2020