RECORDING: Self Directed IRAs, Roth IRAs and Retirement Plans

Self directed IRAs and other retirement arrangements are becoming more and more the rage and for good reason. Fortunes are to be made and kept. Or lost. Plenty of tax and financial advisors lead both good, God-fearing and greedy clients down the path to disaster. Court cases, IRS rulings and DOL rulings are piling up as to the dos and don'ts of self directed retirement arrangements. Examples of how to be or not to be (answering Shakespeare's question) are piling up. Are self directed retirement arrangements worth the risk? Oh yes, if approached properly. But, how to not detonate the explosives? This course is for anyone desiring to learn the stunningly lucrative opportunities, compliance obligations and devastating pitfalls to avoid in the Self Directed IRA, Self Directed Roth IRA and Self Directed retirement plan contexts.

Presenter, Bradley Burnett, J.D., LL.M. (Taxation), is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program. Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all 50 U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE/CLE courses. Burnett's seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte' is the candid communication of practical ideas relating to tax law.