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Retirement Plan › Business Development › Employee Benefits

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.

I’m an ERISA attorney, curb those inappropriate LinkedIn sales pitches

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

Look, I get it. There are a lot of lawyers out there. Ambulance chasers, courtroom showmen, legal eagles with late-night TV spots and suspiciously white teeth. But here’s the thing: I’m not one of them....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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Social media lands clients

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

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The problem of Fred

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

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day-to-day running of a business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You have to have a plan

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

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site instead of developing. Imagine if Jeff Bezos talked for a year or two about selling books on the Internet instead of going...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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