Tag Archives: Dabney v. Commissioner

PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

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[The following blog post is a written summary of my presentation at the 59th Annual Estate Planning Conference in Seattle, WA on October 31, 2014.  It was truly an honor to be asked to speak at such an important event to northwest attorneys, CPAs, and financial professionals]. The overall purpose of my presentation was to … Continue reading PRESENTATION SUMMARY: “Self-Directed IRAs and other Interesting Retirement Plan Developments”

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