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 […]
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.
Here is a ROBS Posts summary to date (Aug 12, 2017)
ROBS Posts Summary – Big Picture
These articles will help people understand the big picture of creating and maintaining a ROBS arrangement
Although the name ROBS includes the word Startup, the concept can be used to for existing business financing . Here’s how.
what is your company worth?
We Need a Corporation
This ROBS History is the first of a three part series on the differences between the Frank Selden Law, PS approach to creating a ROBS versus the promoter approach.
I first became aware of ROBS as a concept working with self-directed IRAs […]