Articles
SDIRA Insights
Explore our latest articles on topics that matter to you and your SDIRA. Jeff shares his expertise and insights to help you stay informed.
Many real estate investors consistently use what I call a “grantor revocable title holding trust”, which is a more accurate term than “land trust”, to take…
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This was the most frequent response I consistently heard from younger investors when I would remind them about the 1986, 2001, and 2008 to 2012 real…
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I am currently going through the process of buying insurance on a property I recently acquired in a subject-to transaction. The existing insurance carrier will not…
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For the better part of the last two decades, there has been a lot of “asset protection” information circulating on the internet and in seminars about…
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When the topic of asset protection comes up among real estate investors and small business owners, minds immediately shift to lawsuits. What would you say if…
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Many of you may have already forgotten about the terrible Marshall Fire on December 30, 2021 in Boulder, Colorado. This blaze devoured a huge area and…
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As some of you know, on Monday morning last week, I woke up to messages from my mom and other family members regarding her fall overnight…
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On more than one occasion, I’ve heard my friend John Hyre make the statement, “The books tell a story.” Often, the books and records of a…
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An Important McNulty Clarification (Checkbook Control Series – Part 4)
Entities, Self-Directed AccountsThis series of emails on the recent Tax Court decision involving the McNultys and their IRA-owned LLC, of which they were the respective managers, has resulted…
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An important practice taught to me early in law school was that when you read a court decision, always look at the legal precedents cited within…
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