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Business Development › Employee Benefits › 401k

Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and... more +
Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and others with deep experience in biz dev for legal professionals  less -
Ary Rosenbaum - The Rosenbaum Law Firm P.C.

July finalizes another purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more

Stinson - Benefits Notes Blog

Using Your IRA to Buy a Business: Still a Risky Strategy

Stinson - Benefits Notes Blog on

I blogged in the past about decisions in which taxpayers have used assets in their IRA to finance a new business. This structure is sometimes known as a ROBS or rollover for business startups. In 2013, the tax court held that...more

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