Sign up to save your podcasts
Or
Share Getting Clear on IRA Real Estate Taxes: UBIT & UDFI Q&A with Adam Barr, CPA
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Getting Clear on IRA Real Estate Taxes: UBIT & UDFI Q&A with Adam Barr, CPA
Schedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/
This week on the show, Adam Barr, CPA, Partner with Miller Grossbard Advisors, LLP, joins us to demystify one of the most confusing topics in the world of self-directed retirement investing: UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt Financed Income).
If you’re using your IRA or 401(k) to invest in real estate, private equity, or alternative assets, this conversation is a must-listen. Ramez and Adam break down the do’s and don’ts of investing with retirement dollars, the most common mistakes investors make, and how to structure your investments to stay compliant — and profitable.
🔍 Key Topics Covered
What UBIT and UDFI really mean — and how they apply to IRA investors
When and why the IRS might audit your self-directed IRA
The difference between IRA and Solo 401(k) tax rules
Smart ways to structure investments to reduce or avoid UBIT/UDFI
Common mistakes CPAs and investors make — and how to prevent them
Filing deadlines, tax forms (like Form 990-T), and compliance tips
Adam Barr, CPA is a Partner with Miller Grossbard Advisors, LLP in Houston, Texas. With over 13 years of experience in business and real estate tax planning, Adam is a trusted advisor to investors and business owners across the country. He regularly speaks about UBIT and UDFI and helps clients structure smarter, tax-efficient investment strategies.
👉 Learn more: https://mgaallp.com 📧 Contact Adam: [email protected]
Disclaimer: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.
View all episodes
By The IRA ClubSchedule a free call with a New Account Specialist: https://www.iraclub.com/podcast-link/
This week on the show, Adam Barr, CPA, Partner with Miller Grossbard Advisors, LLP, joins us to demystify one of the most confusing topics in the world of self-directed retirement investing: UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt Financed Income).
If you’re using your IRA or 401(k) to invest in real estate, private equity, or alternative assets, this conversation is a must-listen. Ramez and Adam break down the do’s and don’ts of investing with retirement dollars, the most common mistakes investors make, and how to structure your investments to stay compliant — and profitable.
🔍 Key Topics Covered
What UBIT and UDFI really mean — and how they apply to IRA investors
When and why the IRS might audit your self-directed IRA
The difference between IRA and Solo 401(k) tax rules
Smart ways to structure investments to reduce or avoid UBIT/UDFI
Common mistakes CPAs and investors make — and how to prevent them
Filing deadlines, tax forms (like Form 990-T), and compliance tips
Adam Barr, CPA is a Partner with Miller Grossbard Advisors, LLP in Houston, Texas. With over 13 years of experience in business and real estate tax planning, Adam is a trusted advisor to investors and business owners across the country. He regularly speaks about UBIT and UDFI and helps clients structure smarter, tax-efficient investment strategies.
👉 Learn more: https://mgaallp.com 📧 Contact Adam: [email protected]
Disclaimer: IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment.