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Rollovers as Business Startups (ROBS) Blog Posts

Everything You Need To Know About The ROBS Strategy For Business Financing

Rollovers as Business Startups (ROBS) Plans

We’ll design and administer your new ROBS plan, so you can then utilize your retirement monies to start your business venture or take your existing business to the next level.

ROBS SOLUTIONS

Tax Strategies for ROBS Business Financing

There are a number of strategies that can be implemented to reduce taxes for a company and its business owners when they participate in a ROBS business financing strategy.

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ROBS_Cannabis

3 Reasons Why the ROBS Strategy Benefits the Cannabis Industry

Three of the major issues cannabis organizations currently struggle with include limited access to financial support, high employee turnover, and extensive tax regulation.

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How to Exit the ROBS Strategy

We’ve done many articles in the past around initiating a Rollovers As Business Startups (ROBS) financing strategy to start a new business or grow an existing one, but what about when it comes time to exit said plan?

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ROBS 4 Most Common Compliance Issues

The real challenge that most business owners who engage in the ROBS business financing strategy face is, of course, compliance issues and regulatory requirements. Here are answers to 4 of the most common compliance issues.

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ROBS 4 Most Common Questions

So, you engaged in the Rollovers As Business Startups (ROBS) financing strategy or you’re thinking about it as an option for funding your business venture. Either way you have questions, and we have the answers! In fact, 4 answers to 4 of the most common ROBS questions we encounter.

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The ROBS 8-Step Guide

For those who have already engaged in the ROBS transaction or are thinking about pursuing it as a funding option, here are some quick insights regarding what we see regularly with business owners who have used the ROBS strategy.

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The ROBS 8-Step Guide

The ROBS transaction (also known as the Qualified Employee Securities (QES)) 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).

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