UDFI: Friend or Foe?

UDFI: Friend or Foe?

UDFI: Friend or Foe? by Peter Rizzo Our take is you should be happy to pay UDFI and before you think we have completely lost our minds read the entire article.  What is UDFI? When a tax-exempt entity such as a non-profit or IRA receives income from property that has...
Is the Real Estate Market Crashing?

Is the Real Estate Market Crashing?

Is the Real Estate Market Crashing? by Peter Rizzo This is a headline that I have been seeing over and over again in many of the online publications such as Forbes, Wall Street Journal and many others. One of the reasons for it, is that we are in a society of...
Annual Requirements for IRA LLCs & Solo 401(k)s

Annual Requirements for IRA LLCs & Solo 401(k)s

Annual Requirements for IRA LLCs & Solo 401(k)s by Peter Rizzo A few weeks ago, we published an article in the Shield regarding the 5500 EZ form that some Solo 401k clients are required to file. We had some responses from clients who use an IRA LLC, asking for a...