Welcome to Advanta U! – IRA Training for Professional Providers

At AdvantaIRA Trust, our goal is to help educate real estate professionals, CPAs, attorneys and investors about the opportunities that our tax-free strategies provide. That is why we created Advanta University.

This is your opportunity to sell more real estate, become more knowledgeable, and most importantly, take advantage of great market conditions. We have designed an easy education program to help you be a resource for your clients by promoting self-directed IRAs. These tax-free strategies are AdvantaIRA Trust’s special niche and have enabled us to conduct business for 10 years in Florida and over 20 years altogether. Our success comes from sharing the word about tax-free investing.

  • Professional Education for Realtors
  • Coming Soon—Professional Education for CPAs, CFPs, accountants and attorneys
CONGRATULATIONS – Here is a list of the very first graduates of AdvantaIRA U, Class of 2013!

Graduates-PNGClint Perkins, Juergen Seelmann, Deb Veilleux, Mike Cathell, Paul Flood, Gary King, Fred Rowe, Marlissa Gervasoni, Ed J. Alvarez, Steve Trout, Tom Miller, Thomas F. Miller, Tonya Miller-Turczyn, John Woolston

Please click here if you would like to see more information on these 2013 graduates!

REQUIREMENTS
To help you attain this goal, we have designed a specialized and easy program. The investment of your time is small, but the payoff is huge. This is how it works:

  1. Read Real Estate IRAs Made Easy, a free eBook published by Dave Owens, CPA, CES
  2. Read the Guide to 1031 Exchanges
  3. Attend all four classes in our AdvantaIRA Trust University Course Training- See our Realtor Tool Kit to view course description and schedules

It is that easy! Call us, discuss your questions and we will help you get started promoting self-direction. You will be featured on the AdvantaIRA Trust’s website as a Tax Free 1031 and IRA Pro and will additionally be given access to our web page which contains many specialized articles designed to help you sell tax-free investments. We appreciate your interest in AdvantaIRA Trust and want to help you and your clients any way possible.

*Disclaimer: AdvantaIRA Trust, LLC, does not promote, endorse or offer any investments. AdvantaIRA Trust, LLC, does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area. AdvantaIRA Trust, LLC workshops, events, newsletters and the website are devoted to providing clients and potential clients with educational information regarding self-directed accounts and possible investment scenarios. It is in no way intended as investment advice. In no event shall AdvantaIRA Trust, LLC, be liable for any damages (whether direct, indirect, punitive, incidental, special, consequential or otherwise) arising out of, or in any way connected with the information obtained within the workshops/events, the use of the website or for any information, products, or services obtained through or otherwise in connection with this expo or website.