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What CPAs Need to Know About Funding a Business With Retirement Funds

WHAT CPAs NEED TO KNOW ABOUT FUNDING A BUSINESS WITH RETIREMENT FUNDS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

ROBS (Rollovers as Business Start-ups) have been around for over three decades and are a popular funding strategy for entrepreneurs looking to start a new business/franchise or expand an existing one. A ROBS plan allows entrepreneurs to purchase a business utilizing their retirement funds tax-deferred and penalty-free. Quite often, clients wanting to utilize this strategy find their CPA or accountant is not familiar with it or has some concerns regarding compliance requirements and/or the legality of the structure. In this session, attendees will learn everything they need to know about ROBS plans, including the do’s and don’ts, in order to enhance their tax expertise and better support clients looking to utilize this type of funding arrangement.

Learning Objectives:


  • Identify what tax professionals need to know about rollover financing and using retirement funds to buy a business

  • Justify the do’s and don’ts of ROBS plans

  • Summarize and debunk common CPA myths about ROBS

  • Recall how to navigate the ROBS strategy

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Neal Ehrlich

Benetrends Financial
Chief Compliance Officer
[email protected]
(267) 638-9275

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Neal Ehrlich has over 37 years of experience in Pension and Defined Contribution Plans and is an Enrolled Actuary and a member of both the Society of Pension Actuaries and the Philadelphia Actuaries Club. Ehrlich has spoken to numerous groups on topics related to qualified retirement plans, including The PENJERDEL Employee Benefits & Compensation Association (PEBA), and a number of chambers of commerce. He received a bachelor’s degree in secondary mathematics education from Temple University.

About Our Presenter

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Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free.

While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk.