New Direction IRA announces two CPE courses on UBIT and other sophisticated self directed investment topics.
Denver, Colorado (PRWEB) December 10, 2011
New Direction IRA, a leading provider of self-directed IRAs, 401ks, and Health Savings Accounts, has also been a valuable source of education both to the general retirement investing public, and to tax and financial professionals. New Direction IRA announces two four hour CPA courses sponsored by the University of Denver Law School. Initially available December 14, 2011, and repeating periodically, these two courses provide the basics and specific details of the operation of self-directed plans which allow investment of retirement and tax sheltered funds beyond the traditional securities based options.
The first four Hour course, offered since 2005 at University of Denver’s Graduate Tax Program, explores the rules regarding investment options in IRAs, 401ks and HSAs. Self directed plans allow investors to reinvent their plans and retirement futures with investments beyond the stock market such as real estate, mortgages, private placements, and precious metals. Included will be a discussion of the impact of unrelated business tax and income from debt financed investments in an IRA. The coverage of UBIT will be particularly helpful for many CPAs and other tax professionals who will be able to help clients as they try to rejuvenate plan balances and explore the use of debt leverage within their plan.
The second four hour course explores advanced topics such as planning for investment structures, tax planning for UBIT, prohibited transactions and review of aggressively marketed schemes for IRA investments. The second course is applicable for CPAs, attorneys, and investors looking to more fully understand all the available self-directed investment opportunities. The second course also educates professionals and beginners alike on how to safely and effectively research the plethora of self directed investment information available on the internet.
New Direction IRA, a leading provider of self-directed IRAs, 401k’s, ESAs and HSAs since 2003, specializes in education of investors and their advisors as well as providing recordkeeping and administrative services for plans. Many 401k plan providers are also benefitting from New Direction IRA’s array of services. Any plan administrators who wish to expand available investment options for their participants can call on New Direction to provide recordkeeping and reporting assistance.
For more info and registration, visit the CPE 4U section at http://www.tax.du.edu. Information about New Direction IRA and their other educational programs can be found at http://www.NewDirectionIRA.com.