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Kingdom Trust’s Tara Bogard to attend Think Realty

Kingdom Trust’s Tara Bogard will attend the Think Realty National Conference and Expo in Baltimore, Maryland. The expo will be held at the Baltimore Convention Center on June 24, 2017. Do you have clients investing with retirement funds? Kingdom Trust will be available at Think Realty should you any questions regarding self-directed retirement investing! You won’t […]

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Kingdom Trust 2017 Holiday Schedule

Kingdom Trust will be closed the following holidays in 2017. New Years Day | Monday, January 2 Martin Luther King Jr Day | Monday, February 16 Good Friday | Friday, April 14 Memorial Day | Monday, May 29 Independence Day | Tuesday, July 4 Labor Day | Monday, September 4 Thanksgiving Day | Thursday, November 23 the Friday […]

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Self-Directed IRA Custodian Kingdom Trust Completes Its Consider The Alternatives eBook Series

The four-book series focuses on alternative asset investing via a Self-Directed IRA. SIOUX FALLS, SD (May 10, 2017) – Kingdom Trust, a leader in Self-Directed IRA, alternative asset and institutional custody solutions, recently completed its Consider the Alternatives eBook series. The collection of eBooks illustrates the investment potential of the four main alternative asset classes […]

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Alternative Asset Custodian Kingdom Trust Among Top Trust Administrators By Assets, Report Finds

Kingdom Trust receives a Top Five ranking based on assets under administration (AUA). SIOUX FALLS, SD (April 13, 2017) – Kingdom Trust, a leader in Self-Directed IRA and alternative asset custody solutions, was recently ranked among the top five trust administrators by assets, based on TrustAdvisor’s 2017 America’s Most Advisor-Friendly Trust Companies report. According to […]

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Kingdom Trust Representatives at Think Realty Dallas

Kingdom Trust representatives Tara Bogard and Kristi Hobbs will be attending Think Realty Dallas. The event will be held at the Sheraton Dallas Hotel on April 29th.  Join Kingdom Trust at Think Realty Dallas and tap into the knowledge and experience of some of the brightest entrepreneurs in the industry. Tara and Kristi will be […]

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Compliance Deadlines for Q2 2017

With Q2 2017 just a few days away, it’s important to know what regulatory filings and compliance forms may need to be completed in Q2 should you or your firm be affected. We’ve provided a list of such filings and forms below. However, please note this is not an exhaustive list of Q2 compliance deadlines. While some […]

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Kingdom Trust at the InvestmentNews Women Adviser Summit

Kingdom Trust’s Business Development Officer, Tara Bogard, will attend the InvestmentNews Women Adviser Summit at the Westin Chicago River North in Chicago on April 26, 2017. The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female advisor who wants to take her personal and professional self to the next level. At the Women […]

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Kingdom Trust at LendIt USA March 6-7

Kingdom Trust’s Scott Foster, Reggie Karas and Tara Bogard will attend the LendIt USA Conference at Jacob Javits Center in New York March 6-7, 2017. LendIt is the world’s biggest show in lending and fintech, annually holding conferences in the USA, Europe and China. LendIt USA is the industry’s annual flagship conference and brings together […]

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SEC Releases Risk Alert on Compliance Issues, including the Custody Rule

Regulatory scrutiny of private fund advisors remains an important topic for the Securities and Exchange Commission (“SEC”). Following a press release last month detailing its 2017 exam priorities, the SEC’s Office of Compliance Inspections and Examinations (“OCIE”) issued a risk alert on compliance issues that included the Custody Rule. The risk alert listed the five most frequent compliance […]

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Join Kingdom Trust’s Reggie Karas at SFIG Vegas 2017

Kingdom Trust’s Director of Institutional Custody, Reggie Karas, will attend Structured Finance Industry Group (SFIG) Vegas 2017 from February 26 through March 1, 2017. The event will be held at the Aria Resort & Casino Las Vegas. SFIG and co-host IMN are excited to present the largest capital markets conference in the world. By attending, […]

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Upcoming Delaware Depository Schedule

If your account holds precious metals at Delaware Depository (DDSC), please be advised of the following schedule from DDSC. In preparation for the end of year audit, DDSC will not ship any package with FedEx Ground labels the week of December 26. Also, Delaware Depository will not process any transactions (no INS, OUTS or Transfers) on […]

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Kingdom Trust Holiday Schedule

Kingdom Trust offices will be closed on the following dates in observance of the holiday season: Thursday, November 24 Friday, November 25 Friday, December 23 Monday, December 26 Monday, January 2  Happy Holidays from the staff at Kingdom Trust!  We appreciate your patience and understanding, and we value your relationship with Kingdom Trust.

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Fair Market Value Letter and Form To Be Mailed

It’s that time of year again! Time for the 2016 valuations. As a qualified custodian, Kingdom Trust is required to obtain a fair market value annually for each investment held by our account holders to complete our filings with the Internal Revenue Service. With that in mind, please note that a fair market value (FMV) […]

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Kristi Hobbs to attend AAPL 2016 Annual Conference and Exhibition

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will attend the American Association of Private Lender’s (AAPL) 7th Annual Conference and Exhibition November 13-15. The conference will be at Caesars Palace in Las Vegas, Nevada. AAPL’s 7th annual conference is one of the largest events dedicated to private lending. This event will offer live, classroom-style training […]

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Tim Kuhman at Self-Directed IRA Investing Academy Saturday, October 22

Kingdom Trust’s SVP, General Counsel and Trust Officer, Tim Kuhman, will attend the Mid-America Association of Real Estate Investor’s Self-Directed IRA Investing Academy. The event will be held at the Holiday Inn in Overland, Kansas. The Self-Directed IRA Investing Academy provides the opportunity to learn from experienced lawyers, entrepreneurs and trust company representatives. You will […]

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Kingdom Trust to host ALT Academy in Portland, ME, on October 27

Event to spotlight alternative investing with a Self-Directed IRA, prohibited transactions and more Kingdom Trust, a leader in Self-Directed IRA and alternative asset custody solutions, announces an upcoming ALT Academy event. The event will be held on October 27, 2016, in Portland, ME. The ALT Academy series highlights alternative (or “alt”) investing and alternative options […]

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Kingdom Trust at Think Realty on October 15th in Atlanta

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will attend the Think Realty Expo Saturday, October 15, 2016. The Expo will be held at The Westin Buckhead in Atlanta, Georgia. Join Kristi for the area’s top event for real estate investors. The Expo will offer high-impact education sessions, results-driven networking and elite vendors and service providers. […]

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Join Kristi Hobbs at The KAR Convention and Expo

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will be attending the Kentucky Association of Realtors 2016 Convention and Expo September 21-22, 2016. The convention will be held at the Marriott Griffin Gate in Lexington, Kentucky. By attending the KAR Convention, you will be able to network with other real estate professionals, share ideas and gain […]

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Kingdom Trust Expands Business Development Team with Hire of Reggie Karas and Brian Snyder

Firm’s dynamic growth in the institutional custody space enhanced by pair of key strategic hires. Sioux Falls, SD, August 18, 2016 –(PR.com)– Kingdom Trust, a leader in Self-Directed IRA, alternative asset and institutional custody solutions, announces the additions of Reggie Karas and Brian Snyder to the firm as Director of Institutional Custody and Vice President […]

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Upcoming SEC rule changes involving money market funds

Certain provisions of SEC Rule 2a-7 concerning money market funds (MMFs) will go into effect on October 14, 2016. These provisions, among other things, restrict which investors may invest in retail MMFs and, under certain circumstances, require the imposition of special liquidity fees and redemption gates. A floating net asset value will also be introduced […]

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Kingdom Trust at the forefront of bitcoin investments

Ed Moy, Former Director of the U.S. Mint, has become the first to officially purchase a “Bitcoin IRA,” an investment product for retirement accounts available exclusively from BitcoinIRA.com, the company announced today. The first-of-its-kind investment product is specifically designed for IRA and 401(k) plans. Moy, who also serves as Chief Strategist for BitcoinIRA.com, invested using […]

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Kristi Hobbs to attend the Think Realty Expo June 18

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will be attending the Think Realty Expo Saturday, June 18, 2016, at the Gaylord National Resort and Convention Center in National Harbor, Maryland. Think Realty provides the platform to learn, network and get in on the action. Whether you’re just getting started and want to learn more about […]

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Kristi Hobbs at Realty411 Expo April 22, 2016

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will be attending the Realty411 Expo in Pasadena, California this Friday, April 22. The Realty411 Expo allows for investors, agents and all attendees to expand their knowledge and grow their network with local and national investors. Kristi will be available to discuss real estate investments within your Self-Directed […]

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Kingdom Trust’s Kristi Hobbs at the Think Realty Expo April 23

Kingdom Trust’s Business Development Associate, Kristi Hobbs, will be on hand at the Think Realty Expo Saturday, April 23, 2016, at the Long Beach Convention Center. The Think Realty Expo is your opportunity to network, learn and get in on the action. Whether you’re just getting started and want to find out about the opportunities […]

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Scott Foster at LendIt USA April 11-12

Kingdom Trust’s SVP of Institutional Custody, Scott Foster, will be attending the LendIt USA Conference at the San Francisco Marriott Marquis April 11-12, 2016. LendIt is the largest conference series dedicated to connecting the global online lending community, annually holding conferences in the USA, Europe and China. LendIt USA brings together financial investors, innovators, and […]

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Kingdom’s Tim Kuhman in Akron, Ohio March 9

Kingdom Trust’s SVP, General Counsel and Trust Officer, Tim Kuhman, will be speaking at the Akron Canton REIA on March 9, 2016. Few realize that they have the opportunity to invest in real estate via a Self-Directed IRA and that their accounts could benefit from enormous tax-deferred or tax-free advantages. Tim will explain how this […]

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Join Kingdom Trust at The MoneyShow Orlando March 2-5

Kingdom Trust Business Development Officers will be attending The MoneyShow Orlando on March 2-5, 2016. Celebrating its 35-year anniversary, The MoneyShow Orlando has served as the individual investor’s one-stop resource for unbiased investment education. You are able to expand your understanding of the markets through multiple presentations daily and the ability to meet over 150 […]

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Fair market value (FMV) letter and form mailed

It’s the time of year for the 2015 valuations. As a qualified custodian, Kingdom Trust is required to obtain a fair market value annually for each investment held by our account holders to complete our filings with the Internal Revenue Service. With that in mind, please note that a fair market value (FMV) letter has been mailed […]

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Kingdom Trust at Self-Directed IRA Symposium October 10-11, 2015

Putting your money to work in alternative investment strategies in a way that keeps your money yours (and not Uncle Sam’s) is probably one of the main reasons you’ve looked into Self-Directed IRAs. We’d like to invite you to a two-day event on October 10-11, 2015, that will help educate investors on potentially turning small […]

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Kingdom Trust’s Tim Kuhman at IRA workshop August 22-23

Kingdom Trust’s SVP, General Counsel and Trust Officer, Tim Kuhman, will attend an IRA workshop at the Black Wing Shooting Center in Delaware, Ohio, August 22-23, 2015. The workshop, titled “What I Learned in IRS Audits of IRAs – and How We Beat Them in Tax Court,” is presented by John Hyre, an attorney, accountant and […]

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Kingdom’s Scott Foster at Opal forum July 20-22 in Newport, RI

Kingdom Trust’s Scott Foster will attend the Family Office & Private Wealth Management Forum in Newport, RI, from July 20-22, 2015. As Opal Financial Group’s flagship event, the Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world.   Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates […]

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Kingdom Trust at Inside Alternatives event in Denver July 13-14

Kingdom Trust’s Scott Foster and Tara Bogard will be on hand at the 6th Annual Inside Alternatives event at the Sheraton Denver Downtown. Inside Alternatives brings together financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including REITs, hedge […]

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Kingdom Trust at REI Expo in Indianapolis June 5-6

Kingdom Trust’s Business Development Officer, Tara Bogard, will be on hand at the REI Expo at The Westin in downtown Indianapolis from June 5-6, 2015. The REI Expo is powered by the Professional Real Estate Investors and Managers Alliance (PREIMA), an organization focused on bringing together industry leading professionals dedicated to the evolution and elevation of the […]

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Kingdom Trust at LendIt 2015 in NYC April 13-15

Kingdom Trust’s SVP of Institutional Custody, Scott Foster, will be on hand at the LendIt USA conference April 13-15, 2015, at the Marriott Marquis in New York City. LendIt is the largest conference series dedicated to connecting the global online lending community, hosting conferences in the USA, Europe, and China. LendIt USA is the industry’s annual […]

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Kingdom Trust at OREIA 2014 November 6-9

Kingdom Trust Relationship Managers Kim Cobb and Lynn Moore will be on hand November 6-9, 2014, at the OREIA National Real Estate Strategies Summit in Cincinnati, OH. The summit will help investors stay on top of all the best new strategies and techniques and update them on new technologies and market trends. Join up with like-minded investors, stay […]

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Join Kingdom Trust at the 2nd Self-Directed IRA Investing Academy

Building on the success of the inaugural Self-Directed IRA Investing Academy in April of 2014, the Great Lakes Real Estate Investors’ Association is sponsoring a second Investing Academy to be held October 31 through November 2, 2014, at the Holiday Inn in Independence, Ohio (just outside of Cleveland). Kingdom Trust’s General Counsel, Tim Kuhman, will join […]

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Join Kingdom Trust at REIFACON in L.A. August 20-23

Please join Kingdom Trust in Los Angeles on August 20-23, 2014, for the Real Estate Investment and Funding Association’s inaugural convention. REIFACON will be geared toward real estate investing and getting deals funded. The first three days will feature experienced industry insiders teaching the latest funding methods, with the final day featuring a DealFest with a […]

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Kingdom Trust and DCDB Group Announce Relationship

BUENOS AIRES, ARGENTINA, July 24, 2014 /EINPresswire.com/ – Kingdom Trust, a premier provider of alternative asset custody, and the DCDB Group, a top financial services consultancy with a global clientele, have formed a strategic relationship to assist international investment firms looking to expand into and inside the United States. The relationship delivers Kingdom Trust’s independent, cost-effective custody […]

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Kingdom Trust, Alternative Capital Advisers Form Strategic Relationship

Kingdom Trust and Alternative Capital Advisers, LLC (ACA), a provider of customized hedge fund portfolios, announce a strategic relationship in which Kingdom will custody investments by IRA owners in alternative strategies through ACA’s Master Select Fund. Kingdom Trust serves as the custodian for investors who wish to use their IRAs to invest in alternative assets like […]

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Kingdom Trust, Bancbox Announce Partnership

Kingdom Trust, an institutional alternative asset custodian, and Bancbox, a financial technology innovator, announce the formation of a strategic partnership to streamline the crowdfunding and peer-to-peer lending platform experience for the IRA investor. This partnership will greatly enhance the IRA investor’s experience using the Kingdom Trust’s Crowdfunding IRA. Scott Foster (SVP of Business Development) of […]

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