The ROBS transaction and Personal Guarantees
A recent IRS tax court decision issued on May 9, 2013, re-affirms the importance of meeting all legal requirements related to the investment of …
What plan violations does RPG most often identify as a result of the ROBS Audit?
The list of “obvious” violations is long. In a large number of cases, individuals who purchase a ROBS transaction unintentionally self-deal with their retirement …
How Does the ROBS Transaction Work?
The ROBS transaction is designed to allow business owners and entrepreneurs to use pre-tax retirement assets to fund a new or existing business without paying taxes on the retirement assets, normally assessed under IRC § 72(t).