Join NuView for our Tuesday Workshop:

Filing Taxes With Your Self-Directed IRA

Tuesday, April 2nd | 12:00 P.M. EST

Join us for an enlightening class on Tuesday, April 2nd at 12:00 P.M. EST, "Filing Taxes With Your Self-Directed IRA," presented by Cora Matzek, the Business Development Manager at NuView Trust Company. We also have a special guest Asad Ahmad, a seasoned tax expert joining us to break down the intricacies of managing your taxes within your self-directed IRA.

 

Discover the power of self-directed IRAs in managing your taxes strategically and effectively. During this comprehensive session, you will be guided through the maze of IRS regulations, helping you navigate the complexities of tax filing with your IRA. Asad brings a wealth of knowledge and experience, offering practical advice and expert guidance on how to make the most out of your investment portfolio. You will also gain a deeper understanding of 1031 exchanges and explore the nuances surrounding them, ensuring you are equipped with the tools and knowledge necessary to make informed financial decisions. Cora and Asad will also walk through the most common questions about taxes and filing taxes with SDIRAs.

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Please note: If you register after 10:30 AM EST on April 2nd, 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.