New Direction IRA Releases Seven-Course Continuing Education Curriculum for CPAs

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New Direction IRA taught seven continuing education webinars through the North Carolina Association of Certified Public Accountants (NCACPA) this month. The series of webinars concluded Sept. 9 and will soon be available on demand online at http://www.ncacpa.org.

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New Direction IRA developed seven online continuing education courses available to financial professionals through the North Carolina Association of CPAs (NCACPA).

Our ongoing national expansion program provides CPAs and professionals the tools to help them allow their clients re-invent their retirement investment strategy.

New Direction IRA taught seven continuing education webinars through the North Carolina Association of Certified Public Accountants (NCACPA) this month, which will soon be available on demand online at http://www.ncacpa.org.

The online courses each provide one or two hours of Continuing Education (CE) credits for those who tuned in to the live webinars in August and September or those who access the recorded versions on demand in the future. The CE credits are available to CPAs nationwide, not just those in North Carolina.

New Direction IRA CEO Bill Humphrey said he was approached by NCACPA to provide materials for the many CPAs the organization services.

“We are thrilled to be working with the NCACPA,” Humphrey said. “Our ongoing national expansion program provides CPAs and professionals the tools to help them allow their clients re-invent their retirement investment strategy.”

The courses allow accountants to help their clients imagine and implement a new approach to achieving retirement goals. Those who participate in the lessons will learn what retirement plans can invest in, relevant IRS rules, step-by-step processes for a variety of asset purchases, trends, misconceptions and more.

The information, Humphrey added, is culled from more than 10 years of experience working directly with financial professionals and self-directed IRA investors. Classes began on August 28 with “Introduction to Alternative Investments in IRAs,” and “Opportunities and Limitations of Self-Directed IRAs for CPAs and Financial Advisors.”

Humphrey said the curriculum also includes a course about Health Savings Accounts (HSAs), which are rapidly growing in popularity according to several recent financial surveys and registration numbers with New Direction IRA.

“Our HSA class introduces strategies for building your HSA balance with an eye toward medical costs in retirement,” Humphrey said. “We help HSA clients put the ‘savings’ back into what is often used as a ‘spending’ account.”

The courses also include three sessions about Unrelated Business Income Tax (UBIT), investing IRAs with debt financing and “Self-Directed IRA Real Estate Investing.”

To access the webinars, visit http://www.ncacpa.org. CPAs, financial professionals and investors can also visit http://www.NewDirectionIRA.com to research, open and invest with a self-directed IRA.

The series is yet another event New Direction IRA has participated in this year, along with seminars, workshops and classes across the country and online. For a full list of upcoming New Direction IRA events, visit http://www.newdirectionira.com.

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New Direction IRA is a trusted provider of investor education and record keeping services for self-directed IRA and precious metals IRA holders. Since its inception in 2003, New Direction IRA has been at the forefront of the self-directed retirement investment market. The company enables individual investors to take control of and diversify their tax-advantaged retirement funds using alternative asset opportunities such as real estate, precious metals, LLCs, notes and lending, and more. Headquartered in Louisville, Colorado, New Direction IRA administers more than $640M in assets on behalf of over 8,300 account holders. Visit the website at http://www.newdirectionira.com.

DISCLAIMER: New Direction IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought. CIRCULAR 230 NOTICE: As required by U.S. Treasury rules, we inform you that if any Federal tax advice is contained in this email, including attachments (in spite of our best efforts not to provide any tax advice), it is not intended or written to be used, and cannot be used, by any person (1) for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Service, or (2) to promote, market, or recommend to another party any matter addressed herein. CONFIDENTIALITY: This email message and any attachments are intended solely for the use of the addressee(s) and may be confidential. Any unauthorized review, use, disclosure, copying or distribution is expressly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message and any attachments.

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Matt Cortina
New Direction IRA
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