Unlock the potential of retirement funds in business financing. This presentation provides a comprehensive understanding of how CPAs can guide their clients to wisely utilize retirement funds for business growth. Explore key strategies, common pitfalls to avoid, and best practices to ensure compliance and maximize benefits. It's an essential course for CPAs seeking to broaden their skills and offer their clients innovative financing solutions. 

Learning Objectives:

• Compose a comprehensive understanding of how ROBS/RAP structures can be utilized to fully or partially finance a business acquisition or startup


• Outline both short-term and long-term benefits of using retirement funds in business financing, and how these can add value to your client's financial plan


• Identify and debunk common misconceptions and objections related to the use of retirement funds for business financing, enhancing your confidence in advising on these matters


• Recognize the differentiating aspects between the 1st generation ROBS and the 2nd generation RAP, and understand when each might be the best fit for your client's needs


• Summarize strategies to effectively guide your clients in leveraging their retirement funds for business growth while ensuring compliance and maximizing benefits