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Listen " Best Ever Conference: Investor Questions "
Episode Synopsis
Izzy and Chris Trembley, Director of Operations, give a recap of the Best Ever Conference and go over questions they were asked by investors and investment sponsors. In this episode, learn about UBIT, IRA Contributions, Non- Recourse Loans, Vesting (Ownership Title) and ACH’s (Wire Transfers).
Timecodes:
1:45 What is UBIT, how it happens and how to proceed| UBIT- Unrelated Business Income Tax
4:55 1031 Exchanges
6:10 Make your Contribution until Tax Day (April 18)
6:40 Non- Recourse Loan
8:20 How do people combine funds?
10:00 Pillars of Finance Announcement
10:20 How can I send money to PTC- Do we accept ACH’s?
15:00 What do we provide to investment sponsors/ clients?
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
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