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Live Upcoming Webinar

webinar-april-2020

What Will be Coronavirus' Impact on Real Estate, Stocks, and Daily Life?

Curious about best practices that industry experts are implementing to protect communities and investor profit? Join our speakers, Neal Bawa, Founder and CEO at Grocapitus and Multifamily University, and Bill Neville, Business Development Manager at The Entrust Group, for a data-driven presentation covering Neal Bawa’s latest research on Coronavirus and likely scenarios moving forward, followed by a Q&A session.

Date: Wednesday, April 8, 2020
Time: 11:00am PT / 2:00pm ET
Best For: All Investors
Cost: Free

Webinar Recordings

IRA Master Guide to 2020 Taxes [March 2020]

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

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Cannabis Investing: A Budding Industry [February 2020]

As U.S. state legalization accelerates annually, cannabis is taking the finance world by storm and disrupting the status quo. Growing rapidly, the cannabis industry has unique private placements budding every year.

Curious how investing in cannabis may add value to your retirement portfolio? Watch this webinar, presented by Michael Scott, Founder and CEO at Cannapreneur Partners, and Tony Unkel, Business Development Manager at The Entrust Group, to discover key updates in the cannabis industry and the nuances of investing in associated private placements with your Self-Directed IRA.

 

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Tax Free or Tax Deferred? How to Pick the Right Account For You [January 2020]

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.

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What IRA Holders Need to Be Aware of at Year End [December 2019]

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.

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How to Buy Real Estate With a Non-Recourse Loan [November 2019]

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.

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The Key to Understanding UBIT and UDFI [October 2019]

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.

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Go To All Recordings

Professional IRA Training

IRA Academy 2020

This is a four-day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. Attendees will receive in-depth, cutting edge instruction in an ideal learning environment. The course is American Bankers Association (ABA) approved to prepare candidates for the Certified IRA Services Professional (CISP) exam. It provides Continuing Education credits for the CISP, CTFA, and CRSP designations. The Entrust Group is also a CFP Board CE provider and has registered this course to provide 28 CE credits for Certified Financial Planners.

Date: September 14-17, 2020
Location: Barrett Training Center, Nashville, TN
Best For: Financial Advisors, CPAs, CFPs, Banking Personal, Trust Officers, and anyone in the retirement industry.

Conferences & Tradeshows

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Talks & Workshops

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