Professional Resources

ERISA Attorneys   Investment Resources   Non-Recourse Lenders   Valuation Services

Disclaimer

Next Generation Trust Services LLC/Next Generation TS, LLC does not evaluate, recommend, warrant, guarantee, or endorse the legality, propriety, performance, or reliability of any investment, service, statement, opinion, or other representation of any professional listed in our service providers network; carry any liability in any event for any misinformation, misrepresentation, negligence, act, omission, investment results, or wrongdoing of any professional network service provider; have any agreement or arrangement with any professional service provider with regard to any investment or service that may be provided to NGTS account owners or other investors; have any financial arrangement or affiliation with any professional network service provider.

Investment Resources

COMPANY/CONTACTDESCRIPTION


FNEX.com
Carissa Newton
cnewton@fnex.com
(317)580-2588 x11
Indiana
FNEX is “The Alternative Investment Marketplace” connecting accredited and institutional investors to investment opportunities in private companies, private investment funds (hedge funds), and managed futures accounts. FNEX’s mission is to help investors source investment opportunities, and help offering groups connect with investors. FNEX was founded in 2012 by professional investors, entrepreneurs and attorneys. For more information please go to www.FNEX.com.


The Oxford Club
JDimond@OxfordClub.com
(866)237-0436
Maryland
The Oxford Club is a private, international network of trustworthy and knowledgeable investors and OXF red shieldentrepreneurs. Our mission is simple – to grow and protect the wealth of our Members. The Club’s investment philosophy and ability to share new ideas has passed the test of time. For well over two decades we’ve been successful… through all market conditions. While we’re selective, we are not, per se, a secret organization. In fact, we have over 70,000 members worldwide spread throughout some 100 countries. Our combined wealth is significant – estimated to be about $13.4 billion. William Bonner, the founder of Agora Inc., is also one of the founders of The Oxford Club, which officially started as the Passport Club in 1989. The Club took its current name of The Oxford Club in 1991 to reflect our combination of old-world sensibility and new-age technology. Bill’s idea, and those of the other founders, was to create a private “financial club” of investors who would share their interest in finding unique opportunities around the world… and who agreed that the best opportunities to invest early are usually found through personal connections, not the mainstream press. We research hundreds of investment opportunities and select only those with the greatest potential gains and the lowest risk. Then, we share them with our Members. http://oxfordclub.com/


www.venovate.com/
Michiel de Boer
info@venovate.com
(781) 652-0499
California
Venovate has built the first true online platform for alternative investing that lets issuers market private placements directly to sophisticated investors and their advisors. Venovate Marketplace is not just a matching service – on our platform you can invest or raise capital, from start to finish, fully compliant, and all online.

Accredited individuals, qualified purchasers, family offices, and institutions can use Venovate to find, research, and invest in alternative assets like real estate, natural resources, infrastructure, private equity, hedge funds, venture capital, and private companies


www.chicagoclearing.com
Matt Murray Senior Vice President Office:
(312) 204-6970
Chicago Clearing Corporation (CCC) is the securities class action claims recovery specialist. With over two decades in the class action sector and staffed by a team of financial industry veterans, CCC is uniquely suited to securities class action settlement award recovery. Since 2009 alone, CCC has recovered over $120 million for its clients. CCC serves the clients of 1,200 institutional investors which represent over $2 trillion in AUM and manage well over two million client accounts. For more information please go to www.chicagoclearing.com

Valuation Services

COMPANY/CONTACTDESCRIPTION

www.EVAValue.com
John O’Scanlon
EVAValue@msn.com
(808) 637-8480
Hawaii
In business since 1995, John O’Scanlon of Equity Valuation Associates provides valuations for IRAs that have invested in notes, limited partnerships, limited liability companies, and closely held stock. Equity Valuation Associates provides reasonably priced reports ranging in cost from $300-$600 depending on the complexity of the valuation situation.

www.spardata.com
Brad Davidson
Support@spardata.com
(240) 553-1100 x107
Maryland
SPARDATA is a valuation firm that specializes in pricing portfolios of alternative investments (such as closely-held stocks, notes, partnership interests etc.) for financial institutions. Our clients include PNC Bank, Morgan Stanley Private Bank, 1st Hawaiian and many others. IRA owners must report the fair market value of their IRA’s assets to the IRS each year on Form 5498 (and when distributions are made, report the value of those distributions on Form 1099-R). SPARDATA valuation reports help owners meet this requirement. Call 800-895-1000 or email support@spardata.com for more


Ridge Gate Financial, LLC
Lawrence Tepper
(303) 779- 6996
Colorado
Lawrence (Larry) Tepper specializes in the valuation and appraisal of promissory notes, mortgage notes, and cash-flow instruments nationally. Nation-wide services for banks, trust companies, self-directed IRA accounts, estates, attorneys, CPAs, and individual investors.

Non-Recourse Lenders

COMPANY/CONTACTDESCRIPTION


North American Savings Bank
servicing@nasb.com"
(866) 735-6272
Missouri

Description Coming...



Federal Western Federal Bank
(605) 341-1203
South Dakota

Description Coming...

ERISA Attorneys

COMPANY/CONTACTDESCRIPTION


Mathew N. Sorensen
KKOS Lawyers
(602) 761-9798
Arizona
Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court.


Anthony Scialabba
Retirewell TPA
(609) 352-4663
New Jersey
Description Coming Soon...


Martin D. Hauptman, Esq.
Mandelbaum Salsburg PC
www.lawfirm.ms
(973) 736-4600
New Jersery
Martin Hauptman is a Partner in the Trusts & Estates, Tax and Corporate practice groups of the firm. His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, LLCs, Partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Martin is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the I.R.S. closing agreement program. Martin has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using ESOPs; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer’s business.


Simon Levin
Sills Cummis & Gross
(973) 643-6844
New Jersey
Simon Levin, ESQ. is a Member of the Firm and Chair of the Tax and Financial Planning Practice Group at the law firm of SILLS CUMMIS & GROSS P.C. with offices in Newark and Princeton, New Jersey and New York City. He has over thirty years of experience with creating, conserving and preserving wealth for businesses and individuals. Mr. Levin received his B.S. Degree, Cum Laude, from Lehigh University in 1964 and thereafter his law degree and LL.M. in Taxation from New York University. He is a member of the New Jersey and New York Bars and has served as Chairman of the Tax Section of the Essex County Bar Association for two years and as Chairman of the Commodities Section of the New Jersey State Bar Association from 1982 to 1986.

Mr. Levin is also an “Accredited Estate Planner” as designated by the National Association of Estate Planners and Councils, as well as a Fellow of The American College of Trusts and Estates Counsel; has been selected for inclusion in Who’s Who In American Law and Who’s Who In America; and has been chosen by his peers as one of “The Best Lawyers In America” and as a “New Jersey Super Lawyer.”

Disclaimer

Next Generation Trust Services LLC/Next Generation TS, LLC does not evaluate, recommend, warrant, guarantee, or endorse the legality, propriety, performance, or reliability of any investment, service, statement, opinion, or other representation of any professional listed in our service providers network; carry any liability in any event for any misinformation, misrepresentation, negligence, act, omission, investment results, or wrongdoing of any professional network service provider; have any agreement or arrangement with any professional service provider with regard to any investment or service that may be provided to NGTS account owners or other investors; have any financial arrangement or affiliation with any professional network service provider.