• Skip to content
  • Skip to primary sidebar

Header Right

  • Home
  • About
  • Contact

Archives for July 2023

ROBS Arrangement Compliance: Disqualified Persons

July 7, 2023 by Brian Baum, CPA

ROBS Arrangement Compliance: Disqualified Persons

In your ROBS Arrangement, you need to know what a “disqualified person” is and how to handle transactions that involve disqualified persons. Why? Because if you don’t, you could be hit with a 15% excise tax penalty under IRC § 4975 for mishandling your retirement plan assets! Why do we have to worry about “disqualified […]

Filed Under: General Information, ROBS 401(K) Plans

Primary Sidebar

Search

Archives

  • June 2024
  • July 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • November 2021
  • October 2021
  • September 2021
  • August 2021

Categories

  • COVID-19
  • General Information
  • Payroll
  • ROBS 401(K) Plans

Copyright © 2025 · https://www.baumcpas.com/blog