April 22, 2015 Dinner Meeting Social

Date: Thursday, April 23, 2015
Time: 5:30pm - 8:00pm
Location: 22318 84th Ave S, Kent, WA 98032
Speaker: Warren L. Baker JD, LLM

“"Self-Directed IRAs and other interesting retirement plan developments"

 

Warren is a tax and estate attorney with Fairview Law Group, PC in

Seattle, Washington. Warren’s practice is focused on assisting clients in analyzing, structuring,

and negotiating tax-efficient structures for complex investment and business transactions.

Warren’s primary practice areas include: self-directed IRA compliance, formation, & consulting

and estate and trust planning. Warren is a regular presenter and writer on several of the most

cutting-edge tax law topics in the nation.

 
Class description: 

SelfDirected IRAs and other interesting retirement plan developments

The use of “Self‐Directed IRAs” to make investments into real estate, private companies, and many other nontraditional assets has

grown rapidly over the past 10 years. Although the investment options are nearly limitless, these structures can potentially raise

significant legal and tax problems, including: (1) invalidation of the account, resulting in a complete retroactive taxable distribution

and IRS penalties; (2) current tax consequences to the IRA itself resulting from investments that are not automatically tax‐deferred;

(3) lack of liquidity and/or valuation mistakes causing required minimum distribution problems during the IRA owner’s life; and (4)

post‐death asset management and distribution challenges. This presentation will also cover the “Rollover as Business Start‐Up”

(ROBS) structure and how it differs from self‐directed IRAs and IRA‐owned LLCs. Finally, Mr. Baker will touch on several additional

key developments affecting all types of IRAs.

 

MENU

BUFFET AMERICANO

Rotisserie Roasted Turkey, New England Pot Roast in Pan Gravy.
House made stuffing and gravy.  Mashed potatoes, grilled vegetables.
Tossed green salad with assorted dressings. Rolls and Butter.
Dinner includes Coffee Service and Iced Tea or Lemonade.
Chef's dessert selection.

 

 

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