Professional Resources

Investment Resources

PropertyNet, LLC

One stop real estate shop. We handle acquisition, renovation and property management of the asset. We will give you an upfront cost for the whole project. This includes closing costs with title insurance, home warranty, and property insurance. We even place the tenant, collect rent, deposit into rental account and provide a quarterly statement. We field all tenant and city items to keep everyone compliant.

Contact PropertyNet, LLC:

Navid Moosa | Navid@MrSaveAHome.com | 484.525.0010 | www.MrSaveaHome.com


ReSure, LLC

Bernard Reisz CPA, Investment Advisor Representative and ReSure LLC advise on the compliant use of self-directed retirement accounts, IRA-LLCs, and Solo 401K Plans. Areas of focus are UBIT, UBTI, UDFI and IRC 4975 prohibited transactions. When appropriate, ReSure implements checkbook-control structures for clients. Tax filings, including Forms 5500 and 990-T are prepared for Solo 401(k)s and SDIRAs. Expanded services include integrated tax and financial services for individuals, businesses, and institutions.

Contact ReSure, LLC:

Bernard Reisz | Bernard@ReSureFinancial.com | 888.378.6639 | www.401kCheckbook.com


The Oxford Club

The Oxford Club is a private, international network of trustworthy and knowledgeable investors and OXF red shield entrepreneurs. 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.

Contact The Oxford Club:

Joyce Dimond | JDimond@OxfordClub.com | 866.237.0436 | www.OxfordClub.com


SAMO Financial

SAMO Financial educates clients on building and preserving wealth by passively investing in real estate via syndications. We partner up with our investors to invest in such asset classes as multi-family, storage, mobile home parks and assisted living facilities. We also help accredited and sophisticated investors to select investments based on their real estate goals as well as to utilize self-directed IRA accounts for such investments. In addition, this type of investing allows to save on taxes and receive passive income without doing any work, making it is completely passive. Note: this is a female-owned company, and we promote the power of females taking charge of building their financial wealth. Opportunities are open to anyone who is qualified.

 

Contact SAMO Financial:

Alina Trigub | Alina@SAMOFinancial.com | 201.281.7430 | www.SAMOFinancial.com

Valuation Services

Applied Valuation Services (AVS)

Applied Valuation Services (AVS) is a national Provider of appraisal and BPO services. Our mission is to efficiently, honestly, and reliably provide the highest quality on-time valuation products while nurturing the trust of our customer and vendor partners.

 

Contact Applied Valuation Services (AVS):

Troy Lemley | TroyLemley@Applied-Valuation.com | 412.835.8700 | www.Applied-Valuation.com


Equity Valuation Services (EVA)

Equity Valuation Associates (EVA) is a fee based independent valuation firm that has provided cost effective valuations to retirement plan sponsors, plan administrators, banking and trust companies, and individuals since 1994. EVA performs valuations for a wide variety of purposes including taxable events (additional 401k/IRA funding, terminations, acquisitions, RMD’s, partner buy-outs, etc.) as well as non-taxable events (Form 5500/5498, estate planning, annual reporting, etc.).  Please contact one of our certified business appraisers today for more information.

 

Contact Equity Valuation Services (EVA):

John O’Scanlon | Info@EVAValue.com | 808.637.8480 | www.EVAValue.com


SPARDATA

SPARDATA is the “Liquid asset Expert”. If the asset is not publicly traded (i.e. real estate, closely held businesses, artwork, mineral interests, etc.), we help their owners value and manage them and address all the issues that attend ownership.

 

Contact SPARDATA:

Ted Davidson | TDavidson@SPARDATA.com | 240.553.1110 x107 | www.SPARDATA.com

Non-Recourse Lenders

First Western Federal

At First Western Federal Savings Bank, you’ll find an honesty from our non-recourse lenders that you won’t find anywhere else. We take extraordinary pride in providing simple, straightforward answers to your very important questions about buying investment real estate. As a portfolio lender for over 30 years, every loan we make stays in-house which means the same person works your application from start to finish and throughout the loan’s repayment so you can always know the status of your deal.

 

Contact First Western Federal:

Jeff Fullerton | Jeff@MyIRALender.com | 605.341.1203 | www.MyIRALender.com


North American Savings Bank

North American Savings Bank was founded in 1927 on the principles of strength and security. Today, with more than $1 billion in assets, we continue to do what we do best— provide strong, conservative leadership and profitably navigate the ups and downs of the economy, while providing a safe and secure place for your deposits. We are a community bank, staffed with your neighbors and friends, who are committed to providing you with high-quality, professional, hometown service.

 

Contact North American Savings Bank:

Matt Allen | Servicing@NASB.com | 866.735.6272 | www.NASB.com

ERISA Attorneys

Clark’s Laws, PC

Attorneys for landlords and active real estate investors – helping them defend and enhance their real estate holdings and employing innovative structures to safely grow their real estate portfolio. We use tried and true strategies through unconventional means. Advise on the compliant use of self-directed retirement accounts, IRA LLC’s, prohibited transaction rules, organization and setup of IRA LLC’s. Deal counsel & structuring for real estate and corporate transactions using self-directed retirement accounts.

 

Contact Clark’s Laws, PC:

James Clark | JClark@ClarksLaws.com | 631.669.6300 | www.ClarksLaws.com


Mandelbaum Salsburg, PC

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.

 

Contact Mandelbaum Salsburg, PC:

Martin D. Hauptman | MHauptman@Lawfirm.ms | 973.736.4600 | www.Lawfirm.ms

Precious Metals Brokers/Depositories

FideliTrade, Inc.
FideliTrade Incorporated is a Delaware corporation that provides an array precious metals investment and account administration services to individual investors, as well as private banking, investment, trust and estate professionals.

Contact FideliTrade, Inc.:
Patty Porter | PPorter@FideliTrade.com | 302.762.2987 or 302.483.4657 | www.FideliTrade.com


United States Gold Bureau
The United States Gold Bureau is an authorized bulk purchaser for the U.S. Mint, an authorized dealer for NGC and PCGS, and is a leading resource for news and information about the precious metals industry. The firm provides clients with the information and resources necessary to make informed decisions about their precious metals portfolio. The U.S. Gold Bureau sells gold, platinum and silver in bullion form (coins and bars) as well as rare and certified investment grade coins. The U.S. Gold Bureau can also provide gold and precious metals that can be included in individual retirement accounts (IRAs).

Contact United States Gold Bureau:
Donald Cauble | DCauble@USGoldBureau.com | 512.735.6066 | www.Invest.USGoldBureau.com


McCalvany ICA
ICA is renowned for the breadth and quality of the physical precious metals it offers its clients, with life-long guarantees to buy back these products at current market prices. Your experienced ICA advisor will gladly counsel you on the attributes of physical bullion coins and bars, semi-numismatic and collectible coins, and on diversification of storage.

Contact McCalvany ICA:
Will Burgess, IV | Burgess@McCalvany.com | 800.525.9556 ext. 104 | www.McCalvany.com

DISCLAIMER

Next Generation Trust Company 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 NGTC account owners or other investors; have any financial arrangement or affiliation with any professional network service provider.