Plan Administrators require year end valuations of all plan assets. Most of my clients’ plans only contain stock in the sponsoring corporation so this is a straightforward, albeit important, task. Some plan admins do not provide any guidance on creating that valuation. […]
What is a Women owned Business (WOB)? Does a Rollover Business Startups (ROBS) funding structure allow someone to claim WOB status?
Women Owned Business
ROBS History with Women Owned Business certification
When I started working with […]
I believe it is time for our society to make Santa irrelevant. If we make Santa irrelevant with the right intention, we can replace Santa stories with stronger families, cohesive communities and an even more prosperous nation.
Is Life Insurance a better choice than a ROTH IRA? If you are contemplating a self-directed ROTH IRA, here is another option for consideration. While I help people with self-directed IRAs all over the country, on this concept I only work with […]
In IRA Trust, as an investment tool for the IRA, is a new concept for many IRA owners. Historically, for those clients who have wanted a “checkbook control” feature for their self-directed IRA investing, the IRA LLC structure has been the tool […]
Contracting issues create a unique opportunity for Engineers (and similar professions) to use a Rollover Business Startup (ROBS) to land important contracts. Some of my clients leave firms to launch out on their own. Their goal is to work as a consultant. […]
Last week I taught a 2 hour class on rollover business startups (ROBS) to the NW chapter of enrolled agents. I also learned a few things about enrolled agents and something about ROBS.