Financial Tactics Brunch

Financial Tactics Brunch


A few months ago,uDirect IRA Services participated on a panel of experts.  It’s the 7th Annual Financial Tactics Brunch and it’s a live educational event to discuss the details of tax reform and its impact on real estate investors.

The panel included Bruce Norris of The Norris Group, Amanda Han & Matt MacFarland of Keystone CPA, Harry Barth of Barth/Calderon law firm, Bill Exeter of Exeter Exchange and Kaaren Hall of uDirect IRA Services.



Some of the tactics covered include:

• Self-directed investing strategies
• Real estate market trends for 2108
• 1031 Exchange tax deferral tactics, and
• Estate planning strategies for real estate investors

We’re excited to let you know that the recording of that live event is now available for you to view for free on Amazon Prime.

You can watch the replay of the live event by logging into your Amazon Prime account and simply searching for the keyword: uDirect

Alternatively, you can use this LINK to access the videos on Amazon.

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