Professional Resources

Valuation Services        Non-Recourse Lenders      ERISA Attorneys     Investment Resources

 

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

Carissa Newton      (317)580-2588 x11      cnewton@fnex.com      FNEX                         Indiana      

DESCRIPTION – 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     (866)237-0436        JDimond@OxfordClub.com      The Oxford Club     http://oxfordclub.com/

DESCRIPTION – 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/

Valuation Services

DESCRIPTION – Coming Soon

John O’Scanlon     (808) 637-8480      EVAValue@msn.com        Equity Valuation Associates     www.EVAValue.com        Hawaii

DESCRIPTION – 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.

Brad Davidson      (240) 553-1100 x107  Support@spardata.com  SPARDATA Value Advisors    www.spardata.com                 Maryland

DESCRIPTIONSPARDATA 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

Lawrence Tepper  (303) 779- 6996                                                         Ridge Gate Financial, LLC   promissorynoteappraisers.com Colorado

DESCRIPTIONLawrence (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

DESCRIPTION – Coming Soon

North American Savings Bank    (866) 735-6272    www.iralending.com                        Missouri

Federal Western Federal Bank   (605) 341-1203   www.firstwesternfederal.com      South Dakota

ERISA Attorneys

DESCRIPTION – Coming Soon

Mathew N. Sorensen    (602) 761-9798      www.kkoslawyers.com   KKOS Lawyers                           Arizona

DESCRIPTION: 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.

Mat also serves as an instructor for the Retirement Industry Trust Association’s (“RITA”) Self Directed IRA Professional certification program. RITA is the premier national association representing the self directed retirement plan industry.

Anthony Scialabba        (609) 352-4663    www.retirewelltpa.com   Retirewell TPA                           New Jersey

DESCRIPTION:  Coming Soon

Marty Hauptman          (973) 736-4600     www.msgld.com                  Mandelbaum & Salsburg      New Jersey

DESCRIPTION:  Coming Soon

Simon Levin                    (973) 643-6844      www.sillscummis.com    Sills Cummis & Gross             New Jersey

DESCRIPTION: 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.

 

CPAs & Financial Planners

Name
Phone #No.
Email
Company Name
State
Bio
CPAs & Financial Planners
COMING SOON

Valuation Services

Name
Phone #No.
Email
Company Name
Website
State
Bio
John O'Scanlon(808) 637-8480EVAValue@msn.comEquity Valuation Associateswww.EVAValue.comHI
Brad Davidson240-553-1100 x107support@spardata.comSPARDATA Value Advisorswww.spardata.comMD
Lawrence Tepper(303) 779-6996Ridge Gate Financial, LLCpromissorynoteappraisers.comCO

Non-Recourse Lenders

Name
Phone #No.
Website
State
Bio
North American Savings Bank(866) 735-6272www.iralending.comMO
First Western Federal Bank(605) 341-1203firstwesternfederal.comSD

ERISA Attorneys

Name
Phone #No.
Website
Company Name
State
Bio
Mathew N. Sorensen(602) 761-9798kkoslawyers.comKKOS LawyersAZ
Anthony Scialabba(609) 352-4663retirewelltpa.comRetirewell TPANJ
Marty Hauptman(973) 736-4600msgld.comMandelbaum & SalsburgNJ
Simon Levin(973) 643-6844sillscummis.comSills Cummis & GrossNJ

Precious Metals

Coming soon.

Investment Options

Coming soon.

Crowd Funding

Coming soon.

BBB Accredited Business

Click for the BBB Business Review of this Retirement Planning Service in Roseland NJ

Contact Us

If you have any questions or need any assistance at all please call us!

Next Generation Trust Services
75 Livingston Avenue, 3rd Floor
Roseland, NJ 07068

Info@NextGenerationTrust.com
Toll Free Number (888) 857-8058
Phone Number (973) 533-1880
Fax Number (973) 533-1088

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