Join NuView for our Tuesday Workshop:

Filing Taxes With a Solo401k

Tuesday, April 23rd | 12:00 P.M. EST

Join us for an exclusive live class on Tuesday, April 23rd at 12:00 P.M. EST, "Filing Taxes With a Solo401k," presented by Tabitha Choma, an IRA specialist at NuView Trust Company. We are also thrilled to welcome, Duane Culver, a seasoned CPA, who will be guiding participants through the intricacies of tax filing.

 

Together, Tabitha and Duane will lead an insightful discussion, covering everything from the fundamentals to the details of filing taxes with a Solo401k. They will also discuss the most pressing concerns and questions, ensuring that you leave with a thorough understanding of the process and possible outcomes. Don't miss out on this class and the opportunity to set yourself up for success. Whether you're a seasoned investor or just starting, this class can help to equip you with the knowledge and confidence to navigate tax season. Reserve your spot now!

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Please note: If you register after 10:30 AM EST on April 23rd, you will not receive the join link for this class; however, you will receive a link to a recording. The recording link will not be provided if you do not register.

Meet Our Speaker

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Steve Maldonado
Business Development Representative

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.  
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management. 


Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts. 
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed. 


Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.  
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida. 

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NuView does not provide tax, legal or investment advice, nor do we sell investments. We custody IRA(s), ESAs, HSAs, and 401ks that hold alternative investments chosen by the client. NuView Trust is not affiliated with any of the parties referenced on this website and maintains a separate passive custodial role. NuView Trust does not perform due diligence on any asset it custodies, and makes no representations or warrants relating to the underlying asset(s) value or its current, past or future performance.