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When Does a ‘Reverse’ Retirement Rollover Make Sense?

When Does a ‘Reverse’ Retirement Rollover Make Sense?

by Kevin Kennedy | Feb 10, 2020 | Business planning, Retirement Planning, Securities law

Many of you are familiar with rolling over a former employer 401(k) to an IRA. This is very common. But does it ever make sense to do the opposite, i.e., roll over/ transfer an IRA to a 401(k)? This is sometimes called a ‘reverse rollover’, and the answer is YES. Here...
Just Throw the Ball: How to Get Your Business Off the Ground

Just Throw the Ball: How to Get Your Business Off the Ground

by Deven Munns | Dec 11, 2019 | Asset Protection, Business planning, Corporations, Litigation, Securities law, Small Business, Tax Planning

Deven  L. Munns, Esq. Starting a successful business can be highly technical and knowing how to do it right can make or break your business. To start the business right, you need to: Come up with a business idea you think would make money. Determine what products or...
Side Hustle Income: Does a C-Corp Make Sense?

Side Hustle Income: Does a C-Corp Make Sense?

by Kevin Kennedy | Dec 11, 2019 | Asset Protection, Business planning, Corporations, Law, Securities law, Small Business, Tax Planning

By Kevin L. Kennedy, Esq. Let’s say you have a day job working for someone else, but you’re also trying to start a side business.  You hope that one day you can leave your ‘day job’ and work for yourself full-time.  Maybe this sounds familiar to you. Your first...
Asset Protection 101: Separate Your Business from Your Assets

Asset Protection 101: Separate Your Business from Your Assets

by Kevin Kennedy | Dec 11, 2019 | Asset Protection, Business planning, Law, Litigation, Securities law, Small Business

By Kevin Kennedy, Esq. Whether you’re a retailer, a broker, a doctor, etc., you know that renting commercial office/retail space can be your most expensive operating cost. You also know that one of the ways to build wealth is to invest in real estate. For these...
Real Estate Syndications 101

Real Estate Syndications 101

by Jarom Bergeson | Nov 12, 2019 | Business planning, Law, Real Estate, Securities law, Small Business

If you spend much time at all around folks in the real estate industry, you are bound to hear things like, “I just put some money into a syndication,” or, “I’m thinking about putting together a syndication for that multi-family property I’ve had my eye on.” Now, if...
What is an Accredited Investor and Should I care?

What is an Accredited Investor and Should I care?

by Jarom Bergeson | Oct 3, 2019 | Business planning, Corporations, Real Estate, Securities law, Small Business

In the 2000 Coen Brothers cult classic O Brother, Where Art Thou, Holly Hunter’s character, Penny, has a heated discussion with her ex-husband Everett (played by George Clooney) about her new beau, Vernon.  When Everett questions why she would be with someone shall we...

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