Company History
AdvantaIRA Trust
Our Mission - Advanta IRA is committed to the classic American goal of financial independence, especially during retirement. As secure retirement becomes increasingly challenging, some investors want to learn about and take advantage of a wider range of investment options to attain their goals. We are the leaders in self directed IRAs and real estate IRAs, custodial services and educational curriculum that help clients to build wealth with investments that they know, understand and control.
David A. Owens - Owner
Dave Owens, CPA, CES is a graduate of Purdue University with a B.S. in Accounting. He spent his initial years at Deloitte, Haskins, and Sells in Cleveland, Ohio. He has over 19 years in public accounting, specializing in real estate and retirement taxation. He is a current member in good standing with the Federation of Exchange Accommodators. His knowledge of real estate tax code, particularly pertaining to section 1031 of the tax code, along with his considerable experience in over a dozen years of performing qualified exchanges make him a wealth of knowledge in his field.
- Purdue University - Graduate, BS Accounting
- Initial Years of Service - Deloitte, Haskins, & Sells in Cleveland, Ohio
- 22 Years Experience - Public Accounting, Specializing - Real Estate & Retirement Taxation
- Federation of Exchange Accommodators - Current Member