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  • Description

    The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s.

    Other provisions to be discussed include:

    • Asset holding prohibitions
    • Investment using IRA’s in entities for which you are an owner
    • Statute of limitations extensions
    • And more
  • Instructor Bio

    Adam Bergman

    Adam Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. Mr. Bergman is also the owner of two leading pension administration IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 17,000 clients take back control over their retirement funds and invest over $4.6 billion of retirement funds into alternative asset investments.

    He is the author of 8 books on self-directed retirement plans and a leading voice in the self-directed retirement market. He is a frequent contributor to and is a member of the Forbes Finance Council.

    He has been interviewed on CBS News and has been quoted in over one hundred and thirty major news publications—among them Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer— in the area of retirement tax planning.

    Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.