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What You Need to Know About UBIT & UDFI Tax
When people research investing with a self-directed IRA, they often are introduced to two types of taxes—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Finance Income Tax (UDFI. These taxes can be quite cumbersome and may result in the [desire] to avoid debt-financed investment properties.
Alex Perny of Advanta IRA will explain UBIT and UDFI, help show you how to identify investments that have UBIT liabilities, and explain how some structures can help you avoid them altogether.
Webinar Details
Wednesday, September 8, 2021
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
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.
What You Need to Know About UBIT & UDFI Tax
When people research investing with a self-directed IRA, they often are introduced to two types of taxes—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Finance Income Tax (UDFI. These taxes can be quite cumbersome and may result in the [desire] to avoid debt-financed investment properties.
Alex Perny of Advanta IRA will explain UBIT and UDFI, help show you how to identify investments that have UBIT liabilities, and explain how some structures can help you avoid them altogether.
Webinar Details
Wednesday, September 8, 2021
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
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.
