Recent Articles

IRS issues new ROBS warnings

Last December, the IRS issues a report outlining new ROBS warnings.

SDIRA Distribution

If done incorrectly, taking an SDIRA distribution can disqualify your IRA.

SDIRA Distribution

If done incorrectly, taking an SDIRA distribution can disqualify your IRA.

SBA Loan Life Insurance

SBA loan life insurance is not my bailiwick. I help people create and fund corporations using their own retirement funds, a process the IRS refers to as ROBS. Some of my clients need SBA loans.

ROBS Year End Valuations

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.

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

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

Pages

Subscribe to Front page feed
Call me today!
A quick conversation can get you on the road today. Let me help you get started. Call now...
Make an appointment
Need a little one-on-one time to consider your options? Set up your own appointment here. Make an appointment...
Have us call you
Prefer for us to call you? Enter your contact info here and we will get right back to you. Do it here
Go to top