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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

Are You Using the Right Business Structure?

January 19, 2023 by Brian Baum, CPA

Are You Using the Right Business Structure?

The business entity you choose has a great impact on your taxes and liability. Choose wisely. There’s so much you may be required to do when you launch a business. You might have to register your new company with your state and apply for permits and licenses. It’s likely you’ll need an Employer Identification Number […]

Filed Under: General Information

Taxpayer Alert for 2023 – IRS Changes to Retirement Accounts and FSA Plans

December 30, 2022 by Brian Baum, CPA

Taxpayer Alert for 2023 – IRS Changes to Retirement Accounts and FSA Plans

Sometimes everything changes only to remain the same. The Taxman givith, yet so doth the Taxman taketh away. But there are some upcoming changes to tax rules that will impact many individual taxpayers in the financial detail. If you’re looking for a New Year’s Resolution, maybe you’ll want to resolve to actively explore some of […]

Filed Under: General Information

Sopping up Leaky Retirement Accounts to Safeguard the Wealth of Rightful Owners

November 16, 2022 by Brian Baum, CPA

Sopping up Leaky Retirement Accounts to Safeguard the Wealth of Rightful Owners

Americans hold an estimated $7.7 trillion in retirement savings, mostly socked away in 401(k) and related retirement plans. These plans, and similar financial instruments outside the private sector, are brokered and managed by tens of thousands of registered agents and investment firms. Many more thousands of employers serve as middlemen to more than 100 million […]

Filed Under: General Information

Prioritizing Customer Service

October 7, 2022 by Brian Baum, CPA

Prioritizing Customer Service

Everybody remembers an outstanding customer service experience. We don’t just remember it, we talk about it. We tell family, friends, and people we work with about how someone working for a business made us feel special, and did their job so well. It could have been a smile, a kind word, a discount, a free […]

Filed Under: General Information

How to Increase Productivity in Your Business

September 23, 2022 by Brian Baum, CPA

How to Increase Productivity in Your Business

Does your business not function as efficiently as you would like? Now is the time to assess your current business setup and improve productivity from both manager’s and employee’s perspective. Improving Productivity from a Management Perspective Review and Improve Technology As a business owner, you are constantly busy with running your business. This can cause […]

Filed Under: General Information, Payroll

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