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Archive of posts tagged Dan Fisher

Uncertain Estate Times

5 October 2010, 3:14 pm

We’ve got less than two months before the current Federal Estate Tax and Generation Skipping Transfer tax rules expire. That means that as of today we do not know what the estate tax rates will be after 2010 and with Congress on (another) break it looks less and less likely that the current Estate tax laws will be extended beyond 2010. Unfortunately we do not know if the Estate tax laws are going to return to pre-2001 numbers or if an entirely new set of Estate tax laws will be implemented in including the possibility of retro-actively collecting estate taxes. This fact is what is causing the current state of confusion and uncertainty amongst many individuals, attorneys, and CPA’s.

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Watch Out for UBIT Tax

10 September 2010, 1:15 pm

Unrelated Business Income Tax (UBIT) is not a subject that many investors are familiar with. Yet, many investors run the risk of being subject to UBIT. UBIT can be difficult to understand and even harder to calculate. Although UBIT is an added tax, it isn’t necessarily a bad thing. As an investor, if you are subject to UBIT, that means you are making money with your investment! This does not mean that all investments that make money are subject to UBIT. Only those investments that meet specific criteria could be subject to UBIT.

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Green IRA Investments

3 August 2010, 12:54 pm

With the current volatility of the equities market nationally and internationally, investors are constantly seeking new investments and investment strategies to save for their retirement. Many of our clients are turning to non-traditional IRA investments to save for the future. Recently I was reading a book regarding this very topic and one of the focuses was on investing in water.

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Prohibited Transactions: The Basics

3 August 2010, 11:13 am

With all the economic uncertainty going on in today’s world more and more individuals are turning to alternative investments to prepare for their retirement. Working here at Entrust has exposed me to the many different ways in which individuals can alternatively invest their retirement funds through Self-Directed IRAs. One of the main focuses of Entrust is to educate our clients on all of the rules governing alternative investments in their IRA’s. Knowing what the prohibited transactions are for Self Directed IRA’s is crucial knowledge that everyone must know prior to investing any funds.

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Creative Real Estate IRA Transactions

5 April 2010, 1:28 pm

After getting advice from his CPA and attorney our client decided to push the transaction date back until 2010, do a Roth conversion, and then purchase the property within his new Roth IRA account. This is a great example of how a smart, creative, and knowledgeable investor was able to invest in what he wanted to despite running into several road blocks

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