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Navigating Checkbook Control Issues and Compliance
Using checkbook control with your IRA can be an excellent method to gain tighter control of your retirement funds. Each structure must be filed and conducted properly to make the most of your investment and avoid potential financial issues.
In this webinar attorney, Scott Mauer and Alex Perny will discuss how to properly set up an LLC for checkbook control and review current court cases that have directly dealt with these types of investments.
Register today to have your checkbook control questions answered and keep your investment strategy free from potential issues.
Checkbook Control IRA Webinar Details
This webinar took place on 3/15/2022, but you can still download it and learn about checkbook control in your IRA. Fill out the form to the right to download this webinar.
Contact Us with any questions.
Download Webinar
About the Presenters
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
Scott Maurer, JD, CISP
Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.
Navigating Checkbook Control Issues and Compliance
Using checkbook control with your IRA can be an excellent method to gain tighter control of your retirement funds. Each structure must be filed and conducted properly to make the most of your investment and avoid potential financial issues.
In this webinar attorney, Scott Mauer and Alex Perny will discuss how to properly set up an LLC for checkbook control and review current court cases that have directly dealt with these types of investments.
Register today to have your checkbook control questions answered and keep your investment strategy free from potential issues.
Checkbook Control IRA Webinar Details
This webinar took place on 3/15/2022, but you can still download it and learn about checkbook control in your IRA. Fill out the form to the right to download this webinar.
Contact Us with any questions.
Download Webinar
About the Presenters
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
Scott Maurer, JD, CISP
Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.
