Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.

January 2019

January 1 | New Year’s Day – the Preferred Trust office will be closed.

January 11 | The January 2019 edition of the Preferred Trust Company Newsletter was sent out to clients on Friday, January 11th. Check your email for your copy.

January 21 | Martin Luther King Jr. Day – the Preferred Trust office will be closed.

January 31 | All tax documents available online.

Set-up automatic IRA contributions for 2019.

You have until the tax filing deadline | April 15, 2019—to make a 2018 contribution.

February 2019

February 1-2 |  Preferred Trust Company will be at the Intermountain Real Estate Investment Summit in Provo, Utah. Click here for more details.

February 18 | President’s Day – The Preferred Trust office will be closed.

March 2019

March 15 – April 15 | PTC Special!
For any new Self-Directed IRA Account opened from March 15th to April 15th we will waive the Establishment and First Year Administration fees!

March 25-27 | RITA ConferenceAdvance your knowledge of Self-Directed IRAs!
Join RITA in Washington, D.C. for a jam-packed educational conference.
RITA’s Conference not only provides a unique networking opportunity, but delivers the knowledge and tools to help retirement industry professionals successfully navigate the challenges, issues and opportunities of the rapidly growing alternative investments industry.

April 2019

April 11 – 13 | Paper Source Note Symposium. Discover how to find, buy and broker real estate notes — performing and non-performing — and under the radar cash flows. Network with the best of the best — make friends that could profit you for a lifetime. Learn how to create multiple streams of income. Meet the investors, servicers, IRA experts and more. Complimentary personal consultations with the experts. Cocktail receptions, white tablecloth luncheons, continental breakfasts — all included. Preferred Trust will be conducting a round table discussion and a panel discussion. Stop by our booth and say hello.

March 15 – April 15 | PTC Special!
For any new Self-Directed IRA Account opened from March 15th to April 15th we will waive the Establishment and First Year Administration fees!

April 15 | Tax filing deadline— and deadline to to make a 2018 contribution to your IRA.

May 2019

May 12th | Mother’s Day

May 27 | Memorial Day – the Preferred Trust office will be closed as we remember and the men and women who died while serving in the U.S. military and honor their sacrifice.

May 29 | Happy Birthday Preferred Trust Company! Today Preferred Trust marks twelve years as licensed Custodian. To celebrate we have a special offer for new Self-Directed IRA accounts opened from May 27th to May 31st. 2019. We will waive the Establishment and First Year Administration fees.

 

June 2019

June 14th | Flag Day

June 16th | Father’s Day

June 21st | First Day of Summer

July 2019

July 4th | Independence Day – the Preferred Trust Company office will be closed.

August 2019

August 12 | Back to School for Clark County (where Preferred Trust is located)

 

September 2019

September 2 | Labor Day – the Preferred Trust Company office will be closed.

October 2019

October 14 | Columbus Day/Indigenous Peoples’ Day – the Preferred Trust offices will be closed.

October 31 | Nevada Day

November 2019

November 11 — Veteran’s Day – the Preferred Trust offices will be closed.

November 28 & 29 – Thanksgiving – the Preferred Trust offices will be closed.

December 2019

December 25 — The Preferred Trust offices will be closed.