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What Every Attorney-CPA Must
Know About Self-Directed IRAs
Presented by Munzer Ghosheh
California Association Meeting - September 18, 2013 | |
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Please call the AAA-CPA Office with any questions:
888-ATTY-CPA or
703-352-8064
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Course Description
Learn the rules unique to self-directed retirement accounts, including Unrelated Business Income Tax (UBIT), and add a new niche to your practice. If your clients ask about non-traditional or self-directed investments in their retirement account, are you prepared? Develop your expertise to gain more clients
and referrals.
At this live event you will learn about:
- The benefits of self-directed IRAs
- How to provide new services to your clients
- Investments allowed in an IRA
- Parties involved in a transaction
- Prohibited transactions
- and much more! |
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Date: |
Wednesday, September 18, 2013 |
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Time: |
12:00pm - 1:30pm |
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Location: |
Courtyard Marriott
15433 Ventura Blvd.
Sherman Oaks, CA 91403 |
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Cost: |
Members & Guests: $25.00
Non-Members: $30.00
Not a member? Join on or before 9/18
and attend this meeting for free!
Click here to join today! |
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Education: |
1.0 CPE Credit
1.0 MCLE Credit (pending) | |
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About the Speaker
Munzer Ghosheh, CISP
The Entrust Group
Munzer Ghosheh is the Director of Business Development for Entrust IRA Services. Munzer possesses over 20 years of experience working for major consumer finance, real estate and title companies. He is a dynamic speaker and an expert on self-directed retirement investing frequently presenting at major real estate investment conferences, real estate investor clubs, and retirement and financial planners groups. He has taught numerous continuing education courses to real estate professionals, CPAs and CFPs on the topic of Self-Directed Retirement Plans. He received his BS in Industrial Engineering from the University of Missouri and his MBA from Columbia College. | |
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CONTINUING EDUCATION INFORMATION
AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit as CPE, (M)CLE, and CE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.
Accounting CPE/Legal CLE/MCLE/CFP CE
The American Association of Attorney-CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.
The AAA-CPA is also an accredited provider of CE by the CFP Board. Courses that are pre-approved will be noted on program materials. | | |