Welcome to ROBSresource.com
Your ROBS Success Roadmap
Master the most critical aspects of your ROBS plan
Avoid Expensive Trouble
Avoid this common mistake, which can double your costs
Use IRS correction programs before issues become exorbitantly expensive
Prevent disruptions caused by the four D’s
Protect your plan and business from life’s unexpected events
Do not take the S election
S election destroys tax benefits and easily leads to prohibited transactions
Plan for More Tax Savings
Boost retirement savings while reducing current tax burden
Convert to tax-free growth when timing is advantageous
Coordinate timing, distributions, and sales for best outcomes
Structure your exit to minimize taxes and maximize proceeds
Keep Your Costs Low
Handle in-house compliance tasks to avoid compliance failures
Find a qualified advisor who understands ROBS complexities
Ensure accurate tax treatment and maximize deductions
Hire an attorney for IRS & DOL interaction
Get expert representation when regulatory agencies come calling
Plan Compliance Basics
Fiduciary Rules & Prohibited Transactions
IRS & Dept. of Labor
Exits, Sales & Tax Planning
Life Events & Co-Ownership
C Corp. Maintenance
Ask Me Anything Sessions
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January 8th | 3pm est
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April 17th, 2026 | 3pm est