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My CPA Pro, PC We offer a broad range of services for business owners, executives, and independent professionals. I

10/26/2026

Think you need a million dollars to open a self-directed IRA? Most people moving money over have tens or hundreds of thousands. Full episode on our YouTube channel.

10/24/2026

Twenty years ago my first reaction to a self-directed IRA was: that can't be legal. It is. You can hold real estate in an IRA; most big institutions just don't allow it. Full conversation on our YouTube channel.

10/23/2026

One prohibited transaction can turn your whole IRA into a taxable distribution. In a Solo 401(k), it's a 15% penalty instead. Full episode on our YouTube channel.

10/21/2026

"I have it at Fidelity, it's self-directed." Not quite. Brokerages mean self-directed into their products. A true self-directed IRA can hold real estate, private equity, precious metals and more. Full conversation with John Bowens on our YouTube channel.

10/20/2026

Leaving your kids a traditional IRA? They'll have to empty it within 10 years, probably in their highest tax brackets. A Roth leaves them tax-free money instead. Full episode on our YouTube channel.

10/19/2026

Social media tax gurus, AI, chatbots: none of them sign your tax return. Your CPA does. They have a license to lose. Full episode on our YouTube channel.

10/18/2026

"Can I just put my land in my IRA?" No. Sell it to my IRA at fair market value? No. Sell it to my brother first? Still no. Here's why. Full episode on our YouTube channel.

10/17/2026

Flipping houses in your Roth IRA = tax-free profits? Not if it starts looking like a business. UBIT can reach 37%. Full episode on our YouTube channel.

10/15/2026

Asked ChatGPT how to structure your IRA? It might be close… and very much wrong. ChatGPT will lie to your face, without apologizing. Full episode on our YouTube channel.

07/25/2026

The short-term rental "loophole" sounds simple: keep your average stay under 7 days and materially participate. But here's where most people get kicked back. First, one long booking can blow your average past 7 days for the year — so you have to control that. Second, for an STR you don't need 750 hours, you need 100 — but those 100 hours have to be more than anyone else's. So if you've got a cleaner going in every 7 days, their hours can beat yours, and you fail that test. Know exactly how you're qualifying before you count on the loophole.

Educational only — book a consult for your specific situation. 📊 Follow for more real estate tax strategy.

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