Latest Articles

Contract Hand-offs

Contract Hand-offs

From my article on Realtor Magazine Investors eyeing foreclosures and other residential properties to flip often connect with other investors looking for opportunities in the single-family rental market. Contract assignments are a common tool in these kinds of...

SEC Expands Accredited Investor Rule

SEC Expands Accredited Investor Rule

From my article on Entrepreneur The Securities and Exchange Commission (SEC) has announced a modernized version of the accredited-investor rule that will goes into effect in late October and will allow those with professional credentials and licenses to qualify as...

Back Door Roth IRA Rules and Steps

Back Door Roth IRA Rules and Steps

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they...

Published Work

VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.

My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US

Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles

My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.

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