Webinar: Understanding & Planning For The Biden Tax Plan #2

The Biden Tax Proposal threatens real estate investors throughout the US, and now is the time to understand the implications for you and proactively plan & strategize! This round-table webinar discussion – in which ReSure’s Bernard Reisz presented – was hosted by the law offices of BoylanCode partner Jaime Michelle Cain. It is 2/3 in a series addressing tax planning & tax tools for income tax, estate tax, transfer tax, payroll tax and so much more.

Tax tools discussed include: 1031 Exchange, 453 Installment Sales, 170 Charitable Deduction Strategies, Charitable Bargain Sales, Conservation Easements, QRP, SDIRA, 401(k), Self-Directed Retirement Accounts, Cost Segregation, Accelerated Depreciation, Cash Value Life Insurance, Permanent Life Insurance, Term Life Insurance, IUL.

CARES Act for Self-Directed Financial Investors: QRP, SDIRA, & Solo 401k

In this post, we focus on CARES Act implications & strategy for tax-favored self-directed retirement accounts: Individual Retirement Arrangements (IRA), Qualified Retirement Plans (QRP), Self-Directed IRAs (SDIRA), Solo 401k, Employer 401k plans & many other QRPs.

The CARES Act, short for Coronavirus Aid, Relief, and Economic Security Act, is a massive $2,000,000,000,000+ tax and spending package signed by President Trump on March 27, 2020. The CARES Act includes many forms of financial relief for businesses and individuals. Continue reading “CARES Act for Self-Directed Financial Investors: QRP, SDIRA, & Solo 401k”