ROBS Tax Strategy Course
The ROBS Tax Strategy Course is a comprehensive, self-paced online program designed to help business
owners confidently navigate tax planning and compliance within a ROBS-funded business.
With in-depth modules, this course provides practical guidance to help you make informed decisions as
your business grows.
What’s Included:
- 5-section course with modules designed specifically for ROBS-funded business owners
- Step-by-step guidance on tax planning and compliance fundamentals
- Real-world scenarios covering compensation, reinvestment, and growth decisions
- On-demand access via TalentLMS so you can learn at your own pace
How This Course Helps You?
- ROBS & C-corp expertise: Learn how your structure works and what it means for your taxes and compliance.
- Decisions by design: Understand key “what if” scenarios before making compensation, reinvestment, or exit decisions.
- Bridge from funding to operations: Move from setup to confident ownership with a clear understanding of tax strategy.
Key Topics Covered
Cash Flow:
How and when double taxation applies—and why it’s often less impactful in a ROBS-funded business.
Compensation:
How to set fair market wages, balance salary vs. distributions, and stay compliant as an owner-employee.
Stock Buyback:
An alternative to buybacks—transfer ownership with less upfront cash, but important tax considerations.
Exit Strategy:
Understand your options: stock sales, asset sales, and planning for a smooth transition.
Ready to Take the Next Step?
You’ll receive an invite within the first two months from Guidant.TalentLMS with login details.