Unlock the potential of retirement funds in business financing. This presentation provides a comprehensive understanding of how CPAs can guide their clients to wisely utilize retirement funds for business acquisition and growth. This course will discuss both the 1st generation ROBS (Roll Over for Business Start Up) and the often preferred 2nd generation RAP (Roth/Rainmaker Advantage Plan - Roth Version of the ROBS). Explore key strategies, common pitfalls to avoid, and best practices to ensure compliance and maximize benefits. It's an essential course for CPAs seeking to broaden their skills and offer their clients innovative financing solutions.
Learning Objectives:
Benetrends Financial
Vice President Strategic Development
[email protected]
(267) 638-9010
Larry is a former award-winning entrepreneur, franchise, and finance expert. He is an Industry pioneer and subject matter expert in using retirement funds tax, penalty and debt free to start or acquire a business since the 1990s.