December 20, 2025
Solo 401(k) vs SEP IRA Which Retirement Plan Is Right for Self Employed Business Owners in 2026 If you are self-employed or own a small business, two of the most powerful retirement plans available to you are the Solo 401(k) and the SEP IRA. Both plans allow for high contribution…
Latest Blog Posts
June 4, 2016
By Guest Contributor Amanda Han, CPA One thing that is great is that as practicing CPAs, we get to meet with clients all the time and in these meetings is…
June 2, 2016
Top 5 List of Tax Mistakes That May be Costing You Money By Guest Contributor Amanda Han, CPA We were reading an accountancy journal and saw an interesting statistic that…
June 1, 2016
The prohibited transaction rules applicable to self-directed IRAs prohibit not what your IRA can invest into but WHO your IRA may engage in a transaction with. For example, the prohibited…
May 31, 2016
By Guest Contributor Amanda Han, CPA It is scary to think that the average American loses more money to taxes each year than we do on food, clothing, and shelter…
May 26, 2016
By Guest Contributor Mathew Owens, CPA One of the main questions investors ask me when starting off investing is what entity should they setup when investing. Many investors have already…
May 24, 2016
The one thing about self-directed IRAs that really make them valuable and exciting is the fact they give you so much power to make investment decisions on your own. When…
May 23, 2016
Service Providers Can & Will Destroy Your Self-Directed IRA By Guest Contributor Attorney John Hyre I have started to notice a disturbing pattern: Service providers destroying their clients’ Self-Directed IRA’s. …
May 20, 2016
It's HARD to Make a Living. But it's EASY to Build Wealth Be sure to take time off from "work" to concentrate on building "wealth" By Guest Contributor Linda Pliagas…
May 19, 2016
Real estate entrepreneur pays obscene taxes after typical “Checkbook LLC” arrangement blows up; Some notes on “dealer” status & other flipper tax issues By Guest Contributor Attorney John Hyre Quick…
May 17, 2016
STRATEGICALLY INVESTING IN DIFFERENT REAL ESTATE ASSET CLASSES by Guest Contributor Mathew Owens, CPA Getting started investing in real estate can be overwhelming and many investors are not sure where…
May 16, 2016
The Thiessen Tax Court Case – Loan Guarantees Create Prohibited Transactions and Other Lessons By Guest Contributor Attorney John Hyre The Basic Lesson Do not guarantee loans for your IRA,…
May 15, 2016
Emerging Economic Trends and Major Shifts There are major economic and investment industry shifts evolving. Even if they were possible to ignore, burying your head in the sand isn’t going…