


FinCEN Beneficial Ownership Reporting
FinCEN Beneficial Ownership Reporting by Peter Rizzo There have been many discussions and meetings on the need for Check Book IRA LLCs to file a Beneficial ownership report with FinCEN. We are relying on attorneys and custodians and agree with the below. This also...
It’s Form 5500-EZ Season
It’s Form 5500-EZ Season by Peter Rizzo This is a friendly reminder that the filing deadline for the 5500-EZ is July 31. What is the Form 5500-EZ? Form 5500-EZ is a two page report the IRS requires to be filed specifically for certain Solo 401k plans. Who files...
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm
Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm by Peter Rizzo We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing and JT Capital’s approach Private equity real estate financing refers to the investment in...