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← Publication Notice: “The Care & Feeding of Large IRAs” (Trusts & Estates Magazine, Dec. 2016)

Recent Posts

  • Self-Directed IRA + K-1 = IRS scrutiny concerns
  • SEC and FINRA warn self-directed IRA investors about inherent dangers
  • We’ve Moved – please note our new address!
  • Lessons from McNulty Case (hint: precious metals within IRA-owned LLC = trouble!)

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Latest News:
SEC and FINRA warn self-directed IRA investors about inherent dangers Read the full article » We’ve Moved – please note our new address! Read the full article » Self-Directed IRA + K-1 = IRS scrutiny concerns Read the full article »

the-care-and-feeding-of-large-iras-by-warren-l-baker-natalie-b-choate-trusts-estates-magazine-dec-2016

Our office has moved!

Please note our new address.

1201 3rd Avenue, Suite 2200
Seattle, WA 98101

We look forward to meeting you in our new space.