CPA & Attorney Education: Understanding Rollovers for Business Start-ups (ROBS)

Enhance your advisory profile. Discover the risks and rewards of using Rollovers for Business Start-up.

Do you have clients who are struggling for ways to capitalize their business? Are you being asked what ROBS is? If either of these questions rings true, it’s time to learn more about the Rollover for Business Start-ups (ROBS) arrangement, as simple way to use retirement funds to launch a business. This webcast is your chance to learn from ROBS experts and hear pressing questions from other CPAs and attorneys.

This webcast covers:

The state of small business funding and the demographic changes that will increase the number of small businesses using ROBS.
Overview of how the ROBS structure works.
In-depth discussion on the key operating requirements of ROBS.
You should watch this webcast if you’re interested in understanding the ins and outs of Rollovers for Business Start-Ups (ROBS) so you can advise your clientele on an additional small business funding option. The presenters will examine the ROBS structure and cover the IRS guidelines that govern this small business funding structure.

Learn how
The ROBS structure works

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The Presenters

David Nilssen
CEO, Guidant Financial

Brian C. McManus
Partner, Latham & Watkins

Tom Smith
Tax & ERISA Attorney

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