Tag Archives: K-1

Common IRA K-1 mistakes. UBTI? Will the IRS notice?

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It’s that time of year again – TAX SEASON – which, without fail, leads to many “interesting” situations/challenges for clients and their advisors.  For me, because my legal practice involves clients with “non-traditional” assets within their retirement accounts (e.g., self-directed IRAs, Solo 401Ks), my perspective on this time of year is mostly based on issues … Continue reading Common IRA K-1 mistakes. UBTI? Will the IRS notice?

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