By | 2017-12-06T10:43:24+00:00 December 6th, 2017|Rollover Business Startup|

What is a Women owned Business (WOB)? Does a Rollover Business Startups (ROBS) funding structure allow someone to claim WOB status?

Women Owned Business Women Owned Business

ROBS History with Women Owned Business certification

When I started working with […]

Make Santa Irrelevant

By | 2017-11-30T09:49:51+00:00 November 30th, 2017|Just for Fun|

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.

Make Santa Irrelevant

IRA Trust

By | 2017-11-07T09:11:18+00:00 November 7th, 2017|Self-Directed IRA|

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 […]

ROBS For Engineers

By | 2017-10-21T10:22:22+00:00 October 20th, 2017|Just for Fun, Rollover Business Startup|

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. […]