Calendar of Events
Date City Time Title Type CE Credit Description Location Cost Sponsor Audience RSVP
8/28/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am Level II Workshop Live Seminar N This informal workshop offers sophisticated investors and professional advisors (CPAs, Attorneys, Financial Planners) an opportunity for questions regarding advanced level investment strategies, such as using leverage within a retirement plan, investing through entities (i.e LLCs, Private Placements), and UBIT. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction Advanced Level Investors Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
9/4/08 Denver ,
CO 80208 		8:30 am - 12 pm Investments for Self-Directed IRAs Hands-on Workshop Live Seminar Y Investments for Self-Directed IRAs

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: his program focuses on analysis of self-directed IRA investments and is a hands-on workshop. Bring a pencil and be prepared to go through the process of making these investments step-by-step. Course materials include forms, contracts, and samples of various investment documents.
PROGRAM HIGHLIGHTS:

  • Opening a Self-Directed IRA and funding it.
  • Analysis of real estate purchases, forms required, and what to expect from clients, real estate brokers, lenders, and title companies.
  • Investing in Deeds of Trusts -- analysis and required documents.
  • Private placements -- investing in a private business.
  • Pre-IPO stock, exercising warrants.
  • Clients forming syndications for real estate purchases.

PRIOR KNOWLEDGE REQUIRED:Basic knowledge of self-directed plans and ERISA rules, or Investments for Self-Directed IRAs seminar.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Small Business owners and individuals. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
9/9/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am The IRA Buffet - Non-Traditional Options for IRAs & 401(k)s Live Seminar N Are you tired of the wild ride on the stock market? Join us for an introduction to taking control of your own retirement investments. Investment options include: real estate, promissory notes, private placements, LLCs, tax liens, gold bullion and more. You have a world of choices! This class summarizes procedures and rules, investment options, financing asset purchase, tax benefits and includes several case studies. FREE!! Light breakfast and coffee provided. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction CPAs, Attorneys, Real Estate Professionals. Individuals interested in Self-directed IRAs and real estate IRAs. Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
9/11/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am Level I Workshop Live Seminar N This workshop offers an informal environment for asking questions about the flexibility available with Self-Directed Retirement Plans. If you are interested in learning about the Do's and Don'ts (Prohibited Transactions) within your retirement plan, alternative investment choices to the stock market (i.e. Real Estate, Notes, LLCs) or how to open an account this is the workshop for you. You are welcome to bring your paperwork to ask for personal help with account forms. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction Beginner Level Investors Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
9/25/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am Level II Workshop Live Seminar N This informal workshop offers sophisticated investors and professional advisors (CPAs, Attorneys, Financial Planners) an opportunity for questions regarding advanced level investment strategies, such as using leverage within a retirement plan, investing through entities (i.e LLCs, Private Placements), and UBIT. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction Advanced Level Investors Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
10/7/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am The IRA Buffet - Non-Traditional Options for IRAs & 401(k)s Live Seminar N Are you tired of the wild ride on the stock market? Join us for an introduction to taking control of your own retirement investments. Investment options include: real estate, promissory notes, private placements, LLCs, tax liens, gold bullion and more. You have a world of choices! This class summarizes procedures and rules, investment options, financing asset purchase, tax benefits and includes several case studies. FREE!! Light breakfast and coffee provided. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction CPAs, Attorneys, Real Estate Professionals. Individuals interested in Self-directed IRAs and real estate IRAs. Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
10/9/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am Level I Workshop Live Seminar N This workshop offers an informal environment for asking questions about the flexibility available with Self-Directed Retirement Plans. If you are interested in learning about the Do's and Don'ts (Prohibited Transactions) within your retirement plan, alternative investment choices to the stock market (i.e. Real Estate, Notes, LLCs) or how to open an account this is the workshop for you. You are welcome to bring your paperwork to ask for personal help with account forms. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction Beginner Level Investors Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
10/23/08 Lafayette ,
CO 80026 		8:30 am - 9:30 am Level II Workshop Live Seminar N This informal workshop offers sophisticated investors and professional advisors (CPAs, Attorneys, Financial Planners) an opportunity for questions regarding advanced level investment strategies, such as using leverage within a retirement plan, investing through entities (i.e LLCs, Private Placements), and UBIT. 1300 Plaza Ct. N.
Suite 202
Lafayette, CO

Free!

 Entrust New Direction Advanced Level Investors Entrust New Direction

phone:
303-546-7930 or
1-877-742-1270

email:
asheflin@ndira.com
11/12/08 Denver ,
CO 80208 		1 pm - 4:30 pm Health Savings Accounts Live Seminar Y Health Savings Accounts

OBJECTIVE: This program will expose the practitioner to the options provided by the new Health Savings Accounts (HSAs) and the related High Deductible Health Plans (HDHPs) for reduction of health insurance premiums, a tax deduction for contributions, and potential for long-term tax-free gain.
PROGRAM HIGHLIGHTS: HSA rules. Scenarios for business owners who wish to implement HSAs as part of a benefits package. Options for self-directed HSAs. Use of HSA's as long term savings vehicles. Comparison to HRAs. Tax implications. Cost savings realized by HDHPs. Case studies. Examples of investments including non-traditional such as real estate. Tax form preparation for different scenarios. Tax-free growth of account. Changes for 2007 and 2008. Presented by principals of Entrust New Direction IRA, (www.newdirectionira.com)

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Small Business owners and individuals. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
12/17/08 Denver ,
CO 80208 		8:30 am - 12 pm Investments for Self-Directed IRAs Live Seminar Y Investments for Self-Directed IRAs

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program explores the overlooked truths buried in §§ 408 and 401, Individual Retirement Arrangements (IRAs) and § 401(k) plans. The participant will learn that securities are only a small part of what is available for investment, and that non-traditional investments such as real estate, mortgages, private placements, and precious metals are all possible and legal.
PROGRAM HIGHLIGHTS:

  • Summary of §§ 408 and 401 highlights: plan types and specifications.
  • Prohibited transactions and disqualified persons: how to "color within the lines."
  • Using a true "self directed" plan administrator.
  • Debt-financed real estate.

Case studies:

  • Real estate option purchase.
  • Private placement.
  • Notes, secured and unsecured.
  • Real estate purchase using LLC or other entity.
  • Overfunding of plan: penalties vs. opportunities.
  • UBIT: Why it's a good thing!
  • How to expand your business to include retirement investment options for clients.

PRIOR KNOWLEDGE REQUIRED:General understanding of retirement plans and investing.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Small Business owners and individuals. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
12/17/08 Denver ,
CO 80208 		1 pm - 4:30 pm Investments for Self-Directed IRAs (Advanced) Live Seminar Y Investments for Self-Directed IRAs (Advanced)

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program will take the self-direction of IRAs and ¤ 401(k) accounts to the next level by providing in-depth analysis of court cases and IRS advisory opinions, abusive Roth transactions, and UBIT calculation and mitigation. The class will help participants advise clients how to get more out of their IRA accounts.
PROGRAM HIGHLIGHTS: Detailed, interactive examples of debt-financed investment transactions; analysis of impact on operating investment return and impact on capital gains (UBIT). Analysis of different strategies to reduce long-term impact of UBI. Prohibited transactions: In-depth examples of where you can go wrong. Review of Swanson decision and the future of "IRA checkbook control." The new Roth § 401(k) option. The Rollins case and its impact on the definition of a disqualified person. How to analyze the "sophisticated clients" IRA investment strategy. New court cases and advisory opinion letters. Abusive Roth transactions. Real Estate IRA examples.
PRIOR KNOWLEDGE REQUIRED: Basic knowledge of self-directed plans and ERISA rules.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Real Estate Professionals. Individuals interested in Self-directed IRAs and real estate IRAs. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
1/14/09 Denver ,
CO 80208 		1 pm - 4:30 pm Investments for Self-Directed IRAs Hands-on Workshop Live Seminar Y Investments for Self-Directed IRAs

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: his program focuses on analysis of self-directed IRA investments and is a hands-on workshop. Bring a pencil and be prepared to go through the process of making these investments step-by-step. Course materials include forms, contracts, and samples of various investment documents.
PROGRAM HIGHLIGHTS:

  • Opening a Self-Directed IRA and funding it.
  • Analysis of real estate purchases, forms required, and what to expect from clients, real estate brokers, lenders, and title companies.
  • Investing in Deeds of Trusts -- analysis and required documents.
  • Private placements -- investing in a private business.
  • Pre-IPO stock, exercising warrants.
  • Clients forming syndications for real estate purchases.

PRIOR KNOWLEDGE REQUIRED:Basic knowledge of self-directed plans and ERISA rules, or Investments for Self-Directed IRAs seminar.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Small Business owners and individuals. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
1/29/09 Denver ,
CO 80208 		8:30 am - 12 pm Investments for Self-Directed IRAs Live Seminar Y Investments for Self-Directed IRAs

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program explores the overlooked truths buried in §§ 408 and 401, Individual Retirement Arrangements (IRAs) and § 401(k) plans. The participant will learn that securities are only a small part of what is available for investment, and that non-traditional investments such as real estate, mortgages, private placements, and precious metals are all possible and legal.
PROGRAM HIGHLIGHTS:

  • Summary of §§ 408 and 401 highlights: plan types and specifications.
  • Prohibited transactions and disqualified persons: how to "color within the lines."
  • Using a true "self directed" plan administrator.
  • Debt-financed real estate.

Case studies:

  • Real estate option purchase.
  • Private placement.
  • Notes, secured and unsecured.
  • Real estate purchase using LLC or other entity.
  • Overfunding of plan: penalties vs. opportunities.
  • UBIT: Why it's a good thing!
  • How to expand your business to include retirement investment options for clients.

PRIOR KNOWLEDGE REQUIRED:General understanding of retirement plans and investing.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Small Business owners and individuals. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
1/29/09 Denver ,
CO 80208 		1 pm - 4:30 pm Investments for Self-Directed IRAs (Advanced) Live Seminar Y Investments for Self-Directed IRAs (Advanced)

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program will take the self-direction of IRAs and ¤ 401(k) accounts to the next level by providing in-depth analysis of court cases and IRS advisory opinions, abusive Roth transactions, and UBIT calculation and mitigation. The class will help participants advise clients how to get more out of their IRA accounts.
PROGRAM HIGHLIGHTS: Detailed, interactive examples of debt-financed investment transactions; analysis of impact on operating investment return and impact on capital gains (UBIT). Analysis of different strategies to reduce long-term impact of UBI. Prohibited transactions: In-depth examples of where you can go wrong. Review of Swanson decision and the future of "IRA checkbook control." The new Roth § 401(k) option. The Rollins case and its impact on the definition of a disqualified person. How to analyze the "sophisticated clients" IRA investment strategy. New court cases and advisory opinion letters. Abusive Roth transactions. Real Estate IRA examples.
PRIOR KNOWLEDGE REQUIRED: Basic knowledge of self-directed plans and ERISA rules.

 2255 E Evans Ave
#390
Denver, CO

Varies

 Univ of Denver Law School CPAs, Attorneys, Real Estate Professionals. Individuals interested in Self-directed IRAs and real estate IRAs. UofD Graduate Tax Program

phone:
303-871-6239 or
1-800-426-8802
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