In this webinar, you’ll learn about the risks and benefits of tax-advantaged plans such as Roth and Traditional IRAs, HSAs and certain § 401(k) plans. You’ll also learn about alternative investment strategies and how to avoid the pitfalls. Upon completion of this course, you will be able to:

  • Identify the rules and tax ramifications associated with tax-advantaged plans
  • Summarize alternative assets investing within an IRA/HSA
  • Define the meaning of “self-directed,” and identify which plans and assets are self-directed
  • Describe the investment process of a self-directed account
  • Compare the risks and advantages of “Checkbook” plans
  • Describe the services provided by non-fiduciary custodians and plan recordkeepers
  • Recognize applicable plan types and code sections
  • List prohibited transactions and disqualified persons
  • Identify case studies, including:
    • Real estate investment
    • Debt financed real estate
    • Private placement
    • Secured and unsecured notes
    • Real estate purchase using LLC or other entity
    • Physical precious metals acquisition
Faculty Member
Bill Humphrey

Bill Humphrey, CPA, is as an expert in self-directed IRAs, HSAs, and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Mr. Humphrey regularly advises clients on IRA law and the legislation governing tax-advantaged plans. Mr. Humphrey also teaches courses on retirement plan investment rules to investors, CPAs, and investment professionals. He is a graduate of the University of North Carolina, Chapel Hill.

Faculty Member
Bradley Burnett

Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax experience. Mr. Burnett’s primary practice is in tax planning and tax controversy resolution. Previously, Mr. Burnett practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank, and managed the tax department as partner in a medium-sized Denver law firm. He is a graduate of the University of Denver School of Law Graduate Tax Program.

CLE Credits (Law)

Credit Value Type Format
NALA Not Available On-Demand/Recording
NFPA Not Available On-Demand/Recording
AL - On-Demand/Recording
AK 2.0 General
AR Not Available General
AZ - On-Demand/Recording
CA - On-Demand/Recording
CO - On-Demand/Recording
CT - On-Demand/Recording
DE - On-Demand/Recording
FL - On-Demand/Recording
GA - On-Demand/Recording
HI - On-Demand/Recording
IA - On-Demand/Recording
ID - On-Demand/Recording
IL - On-Demand/Recording
IN - On-Demand/Recording
KS - On-Demand/Recording
KY - On-Demand/Recording
LA - On-Demand/Recording
ME - On-Demand/Recording
MN - On-Demand/Recording
MO - On-Demand/Recording
MS - On-Demand/Recording
MT - On-Demand/Recording
NC 2.0 General
ND - On-Demand/Recording
NE - On-Demand/Recording
NH - On-Demand/Recording
NJ - On-Demand/Recording
NM - On-Demand/Recording
NV - On-Demand/Recording
NY - Areas of Professional Practice (NY)
OH - On-Demand/Recording
OK - On-Demand/Recording
OR - On-Demand/Recording
PA - On-Demand/Recording
RI - On-Demand/Recording
SC - On-Demand/Recording
TN - On-Demand/Recording
TX - On-Demand/Recording
UT - On-Demand/Recording
VA - On-Demand/Recording
VT - On-Demand/Recording
WA - On-Demand/Recording
WI - On-Demand/Recording
WV - On-Demand/Recording
WY - On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

Accounting Credits

Credit Value Field of Study Format
EA 2 On-Demand/Recording

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

Can I stop a recorded webinar and start it later at the same point?

You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

How does the money-back guarantee work?

Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

per person