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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
19 guidesROBS Explained: Using Retirement Savings to Fund a Business
"A complete guide to ROBS 401(k)s: how the structure actually works, who qualifies, what it costs, and the obligations that come with it. "
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
19 guidesROBS Has Entered the SBA Playbook
How to use it right in a 7(a) acquisition
ROBSHow Long Does a ROBS Rollover Take? The Week-by-Week Timeline
The ROBS week-by-week timeline, from application to funded business.
ROBSIs ROBS a Good Idea for Me? An Honest Answer for Founders
The pros and cons of ROBS stated plainly, with a five-question test.
ROBSGuidant Financial Alternatives: A Founder's Guide to ROBS Providers in 2026
The differences between ROBS providers, and how to evaluate before you commit.
ROBS"When ROBS Goes Wrong: The Failure Modes, the IRS Record, and How to Avoid Both"
The IRS's actual record on ROBS failure, and what separates a durable plan from a statistic.
ComplianceProhibited Transactions
Counsel-reviewed guidance on prohibited transactions in ROBS 401(k) plans.
TaxQSBS and OBBBA
How OBBBA changes the QSBS holding-period calculus for founders comparing C-Corps, LLCs, and S-Corps.
ROBSROBS and SBA Loans: Using Retirement Funds as Your Equity Injection
How ROBS equity and SBA debt combine to finance acquisitions.
ComplianceA Checklist for Post-Incorporation Reporting & Filings
Filing your articles of incorporation is the starting block, not the finish line.
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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