CPA's for IRA's

Self Directing is a “Team Sport.” One of the important members of the team is a Tax Advisor who understands SDIRA’s.

When is a knowledgeable tax advisor necessary?

  • How about when you need to calculate a RMD (required minimum distribution)?
  • Thinking of converting from a Traditional, SEP, SIMPLE or a 401(k) to a Roth? What are the tax implications and what are some conversion strategies that can minimize the taxes you pay?
  • Did your IRA borrow money or own a business? A tax return needs to be prepared for your IRA in that case.
  • Do you know what UBIT or UDFI is? Would you like to minimize it?

These are all instances where you will need a Tax Advisor who is knowledgeable in SDIRA’s. The problem most investors have is that the neiehborhood book keeper doesn’t specialize in this area and finding competent professionals can be a challenge.

Fortunately, as a member of USelfDIrect we are making self directing easy for you. We invite the most knowledgeable professionals we can find to become a part of the USelfDirect Community. Here they are easy to connect with so you can take full advantage of these important services.


How Can We Help You?

Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.