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Plain-language deep dives on ROBS qualification, C-Corp setup, tax moves, and the compliance work that lands after the business is funded.
Featured guides
13 guidesROBS Explained: How to Fund Your Business with Retirement Savings
Using eligible retirement assets to fund your business without taking a taxable distribution
The Case for C-Corps
Why C-Corps matter for ROBS, QSBS, reinvestment, institutional capital, and founders who plan to build or buy for long-term ownership.
The Checklist for Using ROBS to Fund Your Company
A stage-by-stage ROBS checklist covering eligible accounts, C-Corp setup, rollover mechanics, funding, and ongoing compliance.
All guides
13 guidesQSBS and OBBBA
How OBBBA changes the QSBS holding-period calculus for founders comparing C-Corps, LLCs, and S-Corps.
ComplianceA Checklist for Post-Incorporation Reporting & Filings
Filing your articles of incorporation is the starting block, not the finish line
ComplianceProhibited Transactions
Counsel-reviewed guidance on prohibited transactions in ROBS 401(k) plans.
ROBSStartup 401(k) Tax Credits: What Founders Need to Know
What founders should know about startup 401(k) tax credits, non-HCE requirements, auto-enrollment, and ROBS-specific timing issues.
TaxNavigating SALT Cap and QBI
How SALT cap limits, PTET elections, and QBI deductions interact for pass-through founders comparing LLC, S-Corp, and C-Corp tradeoffs.
TaxThe R&D Tax Credit: Non-Dilutive Growth Capital
How eligible founders can evaluate the R&D tax credit, payroll-tax offset rules, qualifying activities, and documentation expectations.
C-CorpJurisdiction Face-off: Delaware vs. The Challenger
Tradeoffs to evaluate when picking where you incorporate your business
TaxGetting 83(b) Elections Right
One of the most important documents you will file as you start up
ComplianceThe Business Owner's 1099 Checklist
A practical 1099 checklist for business owners covering vendor thresholds, W-9 collection, payment-method exceptions, and January filing deadlines.
TaxQSBS: The $15M+ Tax Break Every Founder Should Know
A founder-focused QSBS guide covering Section 1202 requirements, holding periods, excluded industries, and common qualification mistakes.
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