Bill Humphrey Email and Phone Number
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Bill Humphrey personal email
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Bill oversees all facets of New Direction Trust Company, formerly New Direction IRA, including accounting operations, education and client services. Bill is recognized in the industry as an expert in self directed IRAs, HSAs and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Bill has taught courses on retirement plan investment rules to investors, CPAs and investment professionals through a variety of venues including the University of Denver School of Law. An experienced Certified Public Accountant, Bill has focused on income tax, auditing, tax-related real estate issues and forensic accounting for more than 20 years, which he draws upon in his daily work with clients. Bill’s tax experience has been instrumental in understanding and teaching about IRAs and debt leverage. He is well versed in IRA law and current with all legislation governing tax advantaged plans. Bill has served as a consultant to HSA platform providers, and is a leader in promoting the idea of investing HSA assets long term for medical costs in retirement. He has been involved in real estate investment and has assisted in developing the framework for debt-leveraged IRA real estate investment.Bill received his Bachelor of Science degree in Business from the University of North Carolina, Chapel Hill, with a concentration in accounting and computer science. He rounded out his technical background with graduate study in Finance, Accounting, and Economics at the University of Colorado, Boulder.
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Ceo And Co-Founder New Direction Trust CompanyNew Direction Trust Company Sep 2018 - PresentLouisville, Colorado, Us
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Ceo & Co-FounderNew Direction Trust Company Jul 2003 - PresentLouisville, Colorado, UsOversee all facets of New Direction IRA, Inc., including accounting operations, education and client services.Teaches courses on retirement plan investment rules to investors, CPAs, and investment professionals through a variety of venues, including the University of Denver School of Law.
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Principal/CpaIra Tax Services Apr 2002 - PresentLouisville, Co, UsIRA Tax Services provides tax preparation and advising services for individuals and companies involved in self directed retirement plan investing. As the self directed IRA and 401k industry expands, more plans are discovering that tax planning becomes critical for investment success. Unrelated Business Income Tax (UBIT) is a virtually unknown tax system which applies when an IRA or plan receives either Debt Financed Income or previously untaxed Operating Income.IRA Tax Services assists IRA holders and other plans holders plan for the tax consequences of the investments for their account. Generally, investors discover that although UBIT is unexpected, the benefit of receiving the additional income is well worth the tax paid out of those extra earnings. -
Certified Public AccountantWilliam W. Humphrey, Cpa 1985 - 2009CPA providing tax, audit, and investigative contract services. Currently not accepting new clients.
Bill Humphrey Skills
Bill Humphrey Education Details
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University Of Colorado BoulderAccounting - Masters Program -
Unc Kenan-Flagler Business SchoolComputer Science
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Nicamb
Frequently Asked Questions about Bill Humphrey
What company does Bill Humphrey work for?
Bill Humphrey works for New Direction Trust Company
What is Bill Humphrey's role at the current company?
Bill Humphrey's current role is Co-Founder at New Direction Trust Company.
What is Bill Humphrey's email address?
Bill Humphrey's email address is bh****@****ira.com
What is Bill Humphrey's direct phone number?
Bill Humphrey's direct phone number is +130364*****
What schools did Bill Humphrey attend?
Bill Humphrey attended University Of Colorado Boulder, Unc Kenan-Flagler Business School, Nicamb.
What are some of Bill Humphrey's interests?
Bill Humphrey has interest in Cooking, Yoga, Ballroom Dance, Sailing, Running, Ships.
What skills is Bill Humphrey known for?
Bill Humphrey has skills like Investments, Retirement Planning, Retirement, Tax, Real Estate, Financial Planners, Investment Properties, Iras, Investors, Accounting, Finance, 401k.
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