August 6, 2019
April 4, 2018
IPA Announces OpsTech Innovation Forum
The Investment Program Association (IPA) announced today a new initiative designed to explore operational and technology solutions for the Portfolio Diversifying Investment (PDI) industry. The IPA OpsTech Innovation Forum will…
February 26, 2018
LAST CHANCE! Reach 66,000 FAs/RIAs with the IPA/RAA Special Report
The Investment Program Association (IPA) and Real Assets Adviser (RAA) are collaborating on a Special Report covering the Policy Impacts on Portfolio Diversifying Investments (PDIs). This one-of-a-kind publication will be distributed in print with…
December 19, 2017
Investment Program Association Names Ella Neyland Chair-Elect in 2018
Washington, D.C., December 19, 2017 – The Board of Directors of the Investment Program Association (“IPA”) is pleased to announce that Ella Neyland, President of Steadfast Apartment REIT III, Inc.…
December 19, 2017
IPA/RAA Special Report: Policy Impacts on PDIs
The Investment Program Association (IPA) and Real Assets Adviser (RAA) are collaborating on a Special Report covering the Policy Impacts on Portfolio Diversifying Investments (PDIs). This one-of-a-kind publication will be distributed in print with…
November 14, 2017
IPA Tax Reform Update – November 14, 2017
WHAT IS HAPPENING IN WASHINGTON On November 9, the House Ways & Means Committee passed the Tax Cuts and Jobs Act, following four days of committee mark-up sessions. This week,…
November 2, 2017
IPA STATEMENT ON TAX REFORM – November 2, 2017
WHAT IS HAPPENING IN WASHINGTON Today Republican leaders on the House Ways and Means Committee released details of the Tax Cuts and Jobs Act. The release of the bill text is…
October 12, 2017
IPA Team of Experts Hit the Hill for Tax Reform Advocacy
Members and Friends - On October 10, a team of IPA leaders, Member firm tax experts and our partners at the Eris Group, met directly with targeted Congressional and Senate…
September 28, 2017
IPA Ready to Advocate for our Members as Republican Leaders Release Tax Reform Plan
Members and Friends - The Republican leadership has released its blueprint for comprehensive tax reform. Unified Framework for Fixing Our Broken Tax Code Highlights of the Unified Tax Reform Framework…
July 18, 2017
IPA Update on Tax Reform, Preserving the 1031 Exchange
Members and Friends - The IPA has been on the front lines of the tax reform debate in Washington D.C., and continues to advocate for comprehensive reforms for corporations and individuals…
July 17, 2017
IPA Submits Comments in Response to FINRA RN 17-14
Members and Friends - The IPA supports the FINRA360 initiative to evaluate various aspects of its operations and programs to identify opportunities to more effectively further its mission. Specifically, FINRA…
May 24, 2017
DOL Fiduciary Duty Rule: Resources and Next Steps
Members and Friends - As you know, the Department of Labor has decided to not postpone the implementation date of the Fiduciary Duty Rule, which will take effect as scheduled…
December 13, 2016
Investment Program Association Elects New Leadership, Board Members
Inland’s Mitchell Sabshon named Chairman of the Board Triloma’s Nathan Headrick named Chair-Elect ELLICOTT CITY, Md., December 13, 2016 – The Investment Program Association (IPA) has named Mitchell Sabshon,…
October 21, 2016
Investment Program Association Honors Mark Goldberg with Lifetime Achievement Award
Rosemarie Thurston and Todd Lockwood Honored with Outstanding Service Award ELLICOTT CITY, Md., Oct. 19, 2016 /PRNewswire/ -- The Investment Program Association (IPA) is proud to honor Mark Goldberg, Chairman of Carey Financial, LLC and…
September 21, 2016
Take Action! Send A Letter to Your State NASAA Officials
Members and Friends - On September 12, the IPA submitted comments to NASAA regarding its proposal to impose a nationwide concentration limit of 10 percent of an individual's liquid net worth…
September 6, 2016
IPA and ADISA Submit Joint Comments to SEC Regarding Accredited Investor Definition Review
Today the Investment Program Association and the Alternative & Direct Investment Securities Association issued a joint comment letter to the SEC regarding its review of the definition of an Accredited…
August 11, 2016
IPA Responds to NASAA Concentration Limits Proposal
August 11, 2016 Members and Friends - The North American Securities Administrators Association ("NASAA") recently announced that it is requesting public comment regarding a proposed amendment to its statement of policy regarding…