CPE Course Information
General Information
Course Number: | 060517 |
Course Title: | Self-Directed IRAs and Real Estate |
Description: | Stephen Venuti, principal, CPA Exchange Services, Inc. (1031 exchanges) Barbara Laurenzi, SVP, PNC Bank (commercial mortgage programs) General Business Lending Overview A. Opening and what PNC looks for in business applicants B. Debt service calculation C. What constitutes a complete package General & Real Estate D. Owner occupied RE—types of RE, zoning, appraisals, environmental Investment Real Estate A. What determines if the deal is IRE or not B. What PNC labels strictly a RE Investor C. What PNC looks for in an IRE full package D. How & why PNC underwrites an IRE deal: debt service & cash flow, LTV, appraisals & environmental E. Most desirable investment real estate transactions Healthcare & SBA Lending A. Advantages of healthcare lending B. Additional information gathered for healthcare transactions C. Healthcare lending underwriting considerations D. Advantages of SBA—longer terms, less money down, collateral shortfall E. SBA resources & Participation Loans Eric Raffle, Global Mortgage Network (new HUD-1, mortgage programs) David Zalles (Reasons not to use IRA money to buy real estate) A. Tax court ruling clarifies Self-Directed IRA transaction—Taxpayer loses B. Taxation Self-Directed IRA warning C. Using your 401(k) to buy a small business D. Court nixes real estate move in Schwab IRA E. UBTI and UDFI—Self-Directed IRA “robs” Carl Fischer, principal, CamaPlan (self-directed IRAs) Elliot Hershman a. Passive activity rules b. Real estate professionals |
Speaker: | Various speakers-see event description |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Philadelphia Tri-County chapter |
Date: | 05/09/2017 |
Number of Days: | 1 |
Location: | Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road Springfield, PA 19064 |
CPE Credits: |
1 Credits Tax (Federal)
3 Credits Other |
Host Chapter(s): | Philadelphia |
Meal: |
Day 1 Choices Chicken Marsala Baked Tilapia |
Registration Information
Registration Begins: | 2:00 p.m. |
Start Time: | 2:30 p.m. |
End Time: | 6:00 p.m. |
CPE Only Pricing
CPE Only Member Rate: | 60.00 |
CPE Non-Member Rate: | 75.00 |
Pricing
PSTAP Member Rate: | 75.00 |
Non-Member Rate: | 90.00 |
Cancellation Policy
No Show, no refund. Seminar registration fees are not transferable to an alternate meeting or seminar unless we are informed at least 48 hours in advance. |
Additional Information
Directions to all CPE Locations |
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