American IRA will be hosting Keith Blackborg, a CPA and wealth strategist who helps business owners become “work optional” in three to five years and builds virtual family offices for self-directed millionaires. In this presentation, Keith lays out retirement plan strategies for investing alongside family using discounted rollovers, ROBS, and practical entity structures.
He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including the use of a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.
What You’ll Learn
1. Family Wealth Synergy: Experience the magic that unfolds when families unite to shape their financial destinies together. Discover how a shared vision can elevate ordinary plans into extraordinary legacies.
2. The Art of Strategic Structures: Step into a world where innovative frameworks unlock new horizons for your retirement journey. See how the right approach can reveal opportunities you never imagined possible.
3. Beyond Boundaries: Challenge the status quo and explore how breaking traditional molds can lead to surprising advantages. Find out how thinking differently can set your family on a path to enduring prosperity.
Register to Access:
- Early Access Recording.
- A First Look at What’s in The Works.
- Get Expert Answers.
Save the Date: February 11th at 12:00 PM ET