Latest blog postings

Mar 14 - 2019

What is a true ROBS upside to you? In our last post, we looked at the downsides. Now, let’s look at what works well about creating a business with ROBS funding.

Choosing Your Plan Admin
Mar 07 - 2019

Investing your retirement funds into your own business provides several key advantages or upsides which I will cover next week. This week we'll cover the risks, the downsides to adopting a ROBS strategy.

Cannabis Companies
Feb 28 - 2019

Since the US Federal government still considers Cannabis a Schedule 1 drug, cannabis companies allowed by State law experience difficulty opening bank or financial service accounts.

Use the Tax Code to our Advantage
Feb 20 - 2019

This is a collection of wisdom gleaned from the regulations and from helping hundreds of people walk through this process.

Goose Farm
Feb 15 - 2019

You enjoyed a goose for your Dickens Christmas dinner (and leftovers) and decided that a goose farm is a good investment for your retirement dollars. What are the differences in purchasing this farm through a self-directed IRA or a rollover business startup?

Funding Your Own Business Startup
Feb 07 - 2019

ROBS (Rollover Business Startup) is a mechanism you can use to create a business with your own retirement funds. Do your goals for 2019 include starting your own business? Do you want to use some of your own retirement funds to help launch your enterprise?

Jan 29 - 2019

ROBS and SDIRA clients face the same initial decision, where to incorporate their corporation or LLC. I recommend that, absent a clear and convincing reason to pick a different State, choose your home State. Here are some factors clients want to look at before making a final decision.

CA Annual LLC Tax
Jan 23 - 2019

I first heard of using a Trust with an LLC when John Park of PGI Self-Directed called me to ask whether the idea would work for his clients. I love creative thinking, yet the idea seemed odd to me at first.

ROBS Asset Purchase Diagram
Jan 18 - 2019

In an asset purchase of an existing business, the purchaser of the new business purchases the assets of the existing business. This type of purchase results in your Corp becoming the owner of the business operations.

ROBS Equity Purchase Diagram
Jan 15 - 2019

In an equity purchase of an existing business, the purchaser buys the equity away from the existing owner. This type of purchase results in your Corp becoming the owner of the existing legal entity. All liabilities transfer to the buyer by operation of law, wanted or not.

Jan 09 - 2019

A recent article on Entrepreneur touts one of the benefits of a rollover business startup as “partially fund their business ventures using their current 401(k) savings and then funnel some of their new business’ profits back into their retirement account completely free of taxes!” The author is c

Q-West, Iraq
Dec 28 - 2018

Presents under an 18” tree adorned our conference table at the office Christmas Day. Although a workday, we leisurely consumed a lunch on Christmas as grand as any back home. By time I reached the break room, only a skeleton remained of the deep-fried turkeys.

Dec 20 - 2018

This ROBS Attorney article is the 3rd of a three part series on the history of the ROBS industry and the difference between using a promoter and an attorney to create your ROBS program.

Frank Selden, "Super Lawyer"
Dec 11 - 2018

This is the 2nd of a three part series on the differences between the Frank Selden Law, PS approach to creating a ROBS versus the ROBS promoter approach. The first is available here.

The ROBS Promoter Concept

No One Expects the Spanish Inquisition
Dec 06 - 2018

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.

Nov 30 - 2018

Although the name ROBS includes the word Startup, the concept can be used to for existing business financing . Here’s how.

Nov 28 - 2018

May you invest your IRA into your own business? This Small Business Administration article, written by an attorney, implies yes.

Nov 09 - 2018

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.

Nov 03 - 2018

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.

Oct 18 - 2018

Does a Rollover Business Startups (ROBS) funding structure allow someone to claim women owned business (WOB) status?


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