Webinars & Events

With the 2020 tax deadline fast approaching, investors and retirement account holders alike are trying to find ways to maximize their tax returns and stay compliant with IRS requirements.    

Want to take control of your IRA before the tax deadline? In this webinar, our in-house expert, John Paul Ruiz, Instructor of IRA Academy and The Entrust Group’s Director of Professional Development covers all topics related to IRA taxes, including:

• Tips for reducing your taxable income
• Taxable compensation
• Contribution limits
• Key IRS documents and deadlines

Curious about the nuances of tax-free and tax-deferred retirement accounts, and the potential advantages of each? In this webinar you’ll have the opportunity to explore in-depth the difference between tax free and tax deferred accounts to determine which retirement plan you’ll derive the most benefit from.

As the year comes to a close, IRA holders need to be aware of a number of upcoming deadlines. In this webinar we discuss the finer points of what you need to prepare as deadlines for the following approach:

• Fair Market Valuations (FMVs)
• Required Minimum Distributions (RMDs)
• Qualified Charitable Distributions (QCDs)
• Roth Conversions

Watch this webinar, presented by John Paul Ruiz, The Entrust Group’s Director of Professional Development, to learn important year end information.

Real estate is one of the most popular Self-Directed IRA investments, but as we know, real estate isn’t cheap. Partnering is an option for some, but for those who prefer to go it alone, non-recourse loans might be the way to go if you can’t quite afford the purchase. How exactly can a non-recourse loan help you purchase your next real estate project?

Watch this webinar recording, presented by Jason Zook of North American Savings Bank and Munzer Ghosheh of The Entrust Group, to find out how to use non-recourse loans to purchase real estate.

IRAs are a great tax shelter to grow your investments tax-deferred. However, there are some situations in which you might need to pay a tax on the earnings of certain investments—that tax is called UBIT.

UBIT, an acronym for unrelated business income tax, is a tax the IRS imposes on certain types of investments owned by tax-exempt entities and retirement plans, such as IRAs and qualified plans. A type of UBIT is UDFI, or unrelated debt-financed income. UDFI is generated when an IRA acquires a loan to purchase an investment.

How and when are these taxes imposed? Watch the webinar recording to find out.