On Demand

Representing Rollover Business Startup (ROBS) Clients

1h 30m

Created on March 29, 2021





A Rollover Business Startup (ROBS) scenario occurs when entrepreneurs invest retirement savings into their business endeavors, potentially creating significant legal and tax consequences. This program details the legal issues involved in setting up, maintaining, and dissolving a ROBS funded company. Attendees will learn to distinguish the critical differences in representing personally funded businesses versus a client using their qualified funds.

Learning Objectives:

  1. Recognize how a ROBS setup differs from typical corporations
  2. Identify legal issues involved in the setup
  3. Discuss how to plan requirements impact corporate representation
  4. Properly document subsequent investments from the Plan into the corporation
  5. Work through different plan or corporation termination scenarios 

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