The Basics Blog

Learn more about ROBS basics

The Foundation of Compliance

Dorothy Lank 3/7/25 Dorothy Lank 3/7/25

The Foundation of Compliance

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Optimizing Your ROBS Business Structure: Ensuring Compliance and Long-Term Growth

Dorothy Lank 1/27/25 Dorothy Lank 1/27/25

Optimizing Your ROBS Business Structure: Ensuring Compliance and Long-Term Growth

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Why Making The S Election is Prohibited for a ROBS Corporation

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

Why Making The S Election is Prohibited for a ROBS Corporation

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How to Get a Good Appraisal of ROBS Stock

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

How to Get a Good Appraisal of ROBS Stock

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After the Start-Up: The Care and Feeding of a ROBS Plan

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

After the Start-Up: The Care and Feeding of a ROBS Plan

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Winding Down a ROBS Corporation and Its Plan: Tips to Help Prepare for the Process

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

Winding Down a ROBS Corporation and Its Plan: Tips to Help Prepare for the Process

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You Have a Role to Play Every Day—Working with Your Providers

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

You Have a Role to Play Every Day—Working with Your Providers

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Balancing the Risk and Rewards of an In-Plan Roth Conversion of ROBS Stock

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

Balancing the Risk and Rewards of an In-Plan Roth Conversion of ROBS Stock

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The Advantages and Tax Effects of Dividends Paid to a ROBS Plan Account

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

The Advantages and Tax Effects of Dividends Paid to a ROBS Plan Account

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Know Before You Go: If You Want to Exit a ROBS with a Redemption, You Need an Appraisal

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

Know Before You Go: If You Want to Exit a ROBS with a Redemption, You Need an Appraisal

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ROBS Funding is Two Things in One Transaction: Start-Up Capital and a Retirement Plan Asset

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

ROBS Funding is Two Things in One Transaction: Start-Up Capital and a Retirement Plan Asset

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Protect Your Investment From Disruption by Death, Disability, Divorce & Partner Disputes

Dorothy Lank 6/3/24 Dorothy Lank 6/3/24

Protect Your Investment From Disruption by Death, Disability, Divorce & Partner Disputes

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ROBS Succession Planning: How the Company Can Survive the Death of a Co-Owner

Dorothy Lank 6/3/23 Dorothy Lank 6/3/23

ROBS Succession Planning: How the Company Can Survive the Death of a Co-Owner

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Things to Consider When Considering a ROBS Retirement Plan

Dorothy Lank 3/11/19 Dorothy Lank 3/11/19

Things to Consider When Considering a ROBS Retirement Plan

It all begins with an idea.

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