Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 

Insights: Tax Center

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Hurricane Ian Resources

We at STRATA are saddened to hear about the tragic weather events taking place across the Southeastern U.S. and would like to extend a helping hand to those affected in...

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SEP IRA Contribution Deadlines for 2022

If you have a SEP IRA, there are upcoming deadlines to be aware of. October 17, 2022, is the deadline to establish a Simplified Employee Pension (SEP) retirement plan and...

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October 2022 Deadlines for Self-Directed IRAs

In addition to pumpkins and trick-or-treats, October closes the window on the prior tax year for most filing purposes. October 15 is typically your last chance to file your tax...

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Legislative Impacts on Roth IRA Conversions

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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May 2022 To-Do List For Self-Directed IRAs

As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only for IRS reporting...

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