Below is the video recorded during our first pre-tax season brunch covering trust deed investing, tax strategies, planned giving, and self-directed IRAs.
Bruce Norris
President
The Norris Group
www.tngtrustdeeds.com
(951) 780-5856

Kaaren Hall
President
uDirect IRA Services, LLC
www.udirectira.com
(866) 538-3539

Amanda Han & Matt MacFarland
CPA, MBT
Keystone CPA
www.keystonecpa.com
(877) 975-0975