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New York, NY (PRWEB) July 22, 2014
IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the expansion of its annual tax and compliance service to include the completion of the annual IRS information form 5500-EZ. IRA Financial Groups solo 401(k), also known as an individual 401(k) plan or self-employed 401(k) plan was designed specifically for sole proprietors, small businesses with no full-time employee and independent contractors such as consultants. A Solo 401(k) Plan can be adopted by any business with no employees other than the owner(s) or a spouse. The business can be established as a sole proprietorship, LLC, corporation, or partnership. IRA Financial Group offers all its Solo 401(k) plan clients the opportunity to receive annual tax consulting and CPA services, which includes the preparation of the IRS Form 5500-EZ. We are committed to providing all of our thousands of solo 401(k) clients with the opportunity to have their IRS Form 5500-EZ completed by specialized CPAs, stated, Susan Glass, a retirement tax specialist with the IRA Financial Group. It was important that our solo 401(k) compliance fee to include to completion of the IRS Form 5500EZ, because we wanted our clients to be able to focus on their business why we focus on their solo 401(k) plan, stated Ms. Glass.
There is generally no annual filing requirement unless the solo 401(k) plan assets exceed $ 250,000 in assets. In such a case, the Solo 401(k) Plan participant will need to file a short information return with the IRS (Form 5500-EZ). The IRS Form 5500-EZ is due on July 31. Now, IRA Financial Group is offering all its Solo 401(k) Plan clients the service of completing the IRS Form 5500-EZ for no additional fee. We wanted to make sure our solo 401(k) Plan clients that are required to file an IRS Form 5500-EZ are getting the necessary support they need to make sure the form is completed properly, stated Ms. Glass.
The solo 401(k) Plan, offers one the ability to make annual contributions of up to $ 52,000 for 2014 ($ 57,500 for those over the age of 50), borrow up to $ 50,000, as well as use his or her retirement funds to make almost any type of investment, including real estate, on their own without tax without requiring the consent of any custodian or person and from the comfort of a local bank account. Our 5500-EZ recordkeeping service is projected to give our solo 401(k) plan clients the piece of mind to know their plan will be maintained in full IRS compliance without any additional fees stated Mr. Bergman, a tax partner with the IRA Financial Group.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.
IRA Financial Group is the market’s leading provider of self-directed solo 401(k) plans. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.
To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.
Chicago, IL (PRWEB) July 21, 2014
Linda C. Mack, founder and president of Mack International, the premier retained executive search and family office strategic management/human capital consulting firm, has been selected to co-chair the Opal Financial Group 2014 Family Office & Private Wealth Management Forum: The Race for Returns, to be held July 21- 23 at the Hyatt Regency Newport in Newport, Rhode Island.
The conference is one of Opals premier Private Wealth Series events for high-net-worth individuals and family offices from around the world. Linda C. Mack will co-chair the Forum and present opening remarks with Jason Cavanagh, CEO of the Saint Leonard Family Office (SFO), and Michael Pompian, Partner and Director of Private Wealth Practice, Mercer, LLC.
Some of the most well-established family offices, private investors, money managers and private wealth service providers attend for three days of engaging discussions and peer-to-peer exchanges on not only a spectrum of current investments trends but also a variety of softer issues effecting current and future generations of families, Linda Mack explained.
In addition to co-chairing the conference, Mack will moderate a panel on Wednesday, July 23 titled Operations and technology: Leading edge family office infrastructure and family office reporting. Panelists will include Mark Wickersham, Director, Netage Solutions, Inc., James Koutoulas, CEO, Typhon Access, Carl Sheeler, Director, Berkeley Research Group, LLC and Melissa Mattison, Vice President, Strategic Solutions.
According to Mack, the session will explore key evolving operational reporting and technology trends and the impact of these trends on family offices. We will discuss how ownership structures, asset allocation and client requirements affect reporting needs of single and multi-family-offices, and what considerations these organizations should take into account before embarking on significant technology investment, upgrades or changes, Mack said.
The session will also cover key challenges that single and multi-family-offices face in successfully changing or upgrading reporting technology. Panelists will offer insights into how to best determine the familys core technology and reporting needs; whether resources and expertise exist in-house and when to outsource; security, confidentiality and reliability issues; and how to maintain successful operations during changes, Mack continued.
As with numerous decisions in any family office operation, it is essential that there is agreement and alignment of operational technology decisions with family goals and values, Mack said.
The Forum will also have presentations explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, gold, and numerous other asset classes, and will also include sessions addressing other issues of import to family offices such as office structure, taxation and regulation, risk management, high-impact philanthropy and technology trends.
Opal Financial Group will kick off the event with its Annual Americas Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
Mack International, LLC, headquartered in Chicago, is a global retained executive search and strategic management/human capital consulting firm serving national and international clients in the family office, family business enterprise and the wealth management industries. Linda C. Mack develops close, consultative partnerships with clients and candidates, and has achieved an exceptional track record of success as evidenced by consistent referrals, repeat engagements and long tenures of candidates placed. For more information, visit http://www.mackinternational.com or call 800.976.0015.
