Advanced SDIRA/401k/HSA/CESA Class by Tax Attorney John Hyre
+ 2 Day Tax-Deductible Vacation in Puerto Rico
San Juan, Puerto Rico
Friday, April 21st and Monday, April 24th 2023
(The Weekend is Yours to Enjoy)
 Combine Business with Pleasure
Saturday and Sunday April 22nd & 23rd are yours – you can write them off even though no business was conducted those days because it's cheaper to stay in PR than to fly home and back for Monday. Travel the island on tax-deductible dollars!
 
Book your own place in Old San Juan or Condado, no hotel room block (those are a nightmare in PR).
If booking an Airbnb, feel free to run the address by us first. Some of the Airbnb locations are, umm, not as advertised. Great & legit Airbnb's are widely available. Upon request, we'll help you screen out the few dogs.

 The meeting space shall be a cheap Uber from those locations.
LOTS of Q&A. About half the time at the conference is off-the-clock Q&A. Ask your SDIRA (and 401k, HSA, etc.) questions!
Our Agenda:
Friday April 21st:
9:00 am
Choice of Retirement Account (IRA, SEP, SIMPLE, 3 types of 401(k), Defined Benefit Plan, which combination is best for you?). Contribution rules: How to stuff $300k+ per year into these accounts. How to contribute The Max to two 401k's per person. How to have self-directed 401k's with employees. Roth or Traditional or Both? Roth conversion discounting methods. Rollover Business Start-Up's (ROB's).
10:30 am
15-minute break
10:45 am
Choice of Retirement Account, continued.
11:30 am
Red-Headed Stepchildren: Health Savings Accounts & Coverdell Educational Savings Accounts. Massive list of things HSA can pay for; CESA for K-12, university, and personal home computing needs.
12:15 pm
Lunch on your own
1:15 pm
Prohibited Transaction Rules, we'll take a detailed walk through the relevant parts of Code Section 4975 – Very important, most discussions of PT Rules are grossly inadequate. Free-Flow Q&A – This topic is that one that gives rise to the vast majority of IRA questions in my practice.
3:00 pm
15-minute break
3:15 pm
"Checkbook LLC's" – When are they worth the hassle, IRS traps, drafting tips, how most CBLLC's could kill your IRA, errors most CBLLC promotors make. Also: Blocker Corporations to Save on UBIT, Preferred Dividend LLC's to avoid UBIT on borrowing. Upsides & Downsides (and there are) of IRA's partnering together. When Personal Property Trusts are better than LLC's – and when they are not. Who should manage it?
5:00 pm
End of Friday Class
Monday, April 24th:
9:00 am
Unrelated Business Income Tax (UBIT) – What is it? How to avoid it, when to be thankful for it. Shared Appreciation Mortgages to avoid UBIT. 20% UBIT rates vs 37% rates. IRS Form 990-T tricks & traps.
9:45 am
"Skin in the Game" – The Mazzei case, assignments, options, and "options"
10:05 am
More Money into the IRA: Excess contributions; emergency loans to the IRA.
10:30 am
15-minute break
10:45 am
My favorite technique to make a $5,000 IRA into a $100,000 IRA. Avoiding "feet of clay" & when "The Perfect is the Enemy of the Good".
11:00 am
What I have seen in Audits & Tax Court. Very few attorneys have this kind of experience. It heavily influences my planning & sense of probabilities. Why judges' politics matter to your IRA – a lot.
12:00 pm
Lunch on your own
1:00 pm
Inherited IRA's. Old Rules, New Rules, the Meaning of "Inherit".
1:30 pm
Open Discussion, Q&A, Free-For-All
  • Things you asked me to Think About & Discuss via email at least one week before the class
  • Rentals, including leverage, sandwich lease options/master leasing, self-storage and mobile home parks.
  • Buy, rehab, sell
  • Discounted notes – holding, foreclosing, selling, brokering, selling partials
  • Crypto
3:00 pm
15-minute break
3:15 pm
Open Discussion, Q&A, Free-For-All
5:00 pm
Class Adjourns
MEET OUR EXPERT
John Hyre
Some My name is John Hyre, and I am an attorney, accountant & investor. For the first seven years of my career, I worked at two large accounting firms and as Tax Counsel for a Fortune 500 Company.
 

I get corporate level taxes. For the last 17 years I have run both an accounting practice and tax law practice. I have worked extensively with small businesses, real estate investors of all sizes, note investors and self-directed retirement accounts. I've prepared thousands of tax returns, helped thousands of clients with tax planning & tax reduction, fought the IRS in audits and in court and assisted clients in fighting IRS collection of taxes owed.

I have also invested in mobile home parks, low-income rentals and a few flips. I've written three home study courses and numerous articles and am a frequent speaker on the taxation of real estate and IRA's. I have successfully defended clients, including those with IRA issues, in audits and in Tax Court.

WHAT PAST ATTENDEES HAVE SAID
TICKETS
SOLO TICKET
 
$899
SINGLE TICKET
Attend LIVE Session
Ask Questions
Digital Recordings
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GROUP DISCOUNT
 
$799
2 OR MORE TICKETS
Attend LIVE Session
Ask Questions
Digital Recordings
.
NO DISCOUNTS FOR ANYONE ELSE, DON'T ASK.
Note: I charge $700 per hour in 2022 (and it'll go up in 2023). The seminar should involve about 14 hours of speaking time, with lots of opportunity for Q&A (about half the seminar time). It is an excellent value.
Friday April 21st and Monday, April 24th 2023
FAQ
Question #1: Is it being recorded?
No.
Question #2: Is there a Hotel Room Block?
Hotel Room Block information will be coming soon.
Question #3: Can I get a discount?
No. Don't call to haggle. You like my terms (buy!) or you do not (don't buy!).