Know Your Plan. Plan Your Growth.

All things ROBS, conveniently in one place

Welcome to ROBSresource.com, your independent source of information about ROBS plans, written by an ERISA attorney who is an expert in ROBS compliance.

Welcome to ROBSresource.com, an independent website for the ROBS entrepreneur to understand and maximize the value of their ROBS plan. I am an ERISA attorney who has advised hundreds of ROBS plan owners in all aspects of ROBS plan administration and transactions. I’ve realized that ROBS owners often have to resort to hiring a lawyer to provide them basic information about their legal duties. 

This seems like an unnecessarily expensive way to learn about sponsoring a ROBS plan. I decided I could offer a better, much less expensive, and more efficient way to educate entrepreneurs about the requirements. ROBSresource.com is loaded with content on important topics such as: business operations,  tax strategies, and ERISA compliance. Content will be contributed by expert CPAs, business appraisers, and other ROBS experts.

A subscription to ROBSresource.com will boost your bottom line by giving you the information you need for ROBS compliance — accessible on your schedule and in plain English. 

By the way, I’m a ROBS owner myself, so believe me when I say: 

I get it!

-Dorothy (Doll) Lank, Esq.

What’s Included in a Subscription?

  • ROBSresource.com offers an abundance of information that covers a wide range of ROBS topics, ensuring users have access to in-depth resources as well as interactive tools.

  • Members submit their ROBS questions in advance for Doll and her fellow experts to answer, with live follow-up during the session. This is a chance for members to join a conversation about the whole range of ROBS topics.

  • Downloadable planning worksheets give subscribers a place to think about their own particular tax planning and ROBS finances.

Frequently Asked Questions

  • A subscription to ROBSresource.com is $20/month and $199/annually. The payment year starts at the day of purchase.

  • ROBSresource.com covers:

    • Exit strategies

    • Tax planning

    • C Corporation management

    • Fiduciary rules

    • Prohibited transactions

    • Selling the company

    • IRS and Department of Labor audits

    • Co-ownership issues

    • Dealing with life events of a ROBS owner

    • Maintaining compliance throughout the life cycle of your ROBS plan

    If you have a question regarding a topic that was not mentioned, you can submit a question to be discussed in an Ask Me Anything session.

  • Ask Me Anything sessions are live Zoom discussions hosted by Doll Lank, the owner of ROBSresource.com and a seasoned ERISA lawyer. These interactive sessions offer a unique opportunity to gain insights and clarity on complex topics related to ROBS. Participants can submit their questions in advance through our website, ensuring that Doll addresses the most pressing inquiries. Additionally, attendees can ask questions live during the session, making it a dynamic and engaging experience.