Representing Rollover Business Startup (ROBS) Clients
1h 30m
Created on March 29, 2021
Advanced
Course Price
$99
- Instant Certificate Upon Completion
- Mobile, Desktop and Laptop Access
- Money-Back Guarantee
Overview
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:
- Recognize how a ROBS setup differs from typical corporations
- Identify legal issues involved in the setup
- Discuss how to plan requirements impact corporate representation
- Properly document subsequent investments from the Plan into the corporation
- Work through different plan or corporation termination scenarios
Credits
Faculty
Reviews
Recent Reviews
Very informative and covers complex subject matter well.
Great course! Useful information!
Knowledgeable presenter and interesting program.
I don't know if I'll ever use knowledge in my practice, but I really enjoyed the CLE. The instructor had a great 'teaching voice' in tone and speed, which made it much easier to listen to material I had zero information about before the CLE.
Excellent class on an overlooked topic
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