CPAacademy.org | LEVERAGING RETIREMENT FUNDS: ESSENTIAL CPA INSIGHTS

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Unlocking Retirement Funds: Key Business Funding Strategies for CPAs

Specialized Knowledge

UNLOCKING RETIREMENT FUNDS: KEY BUSINESS FUNDING STRATEGIES FOR CPAs

This webinar was previously titled "LEVERAGING RETIREMENT FUNDS: ESSENTIAL CPA INSIGHTS FOR BUSINESS FUNDING"

Available Date(s)

Wednesday, October 16, 2024: 12:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Specialized Knowledge

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

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 acquisition and growth. This course will discuss both the 1st generation ROBS (Roll Over for Business Start Up) and the often preferred 2nd generation RAP (Roth/Rainmaker Advantage Plan - Roth Version of the ROBS). 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 (Roth Version), 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

Larry Carnell

Benetrends Financial
Vice President Strategic Development
[email protected]
(267) 638-9010

Larry is a former award-winning entrepreneur, franchise, and finance expert. He is an Industry pioneer and subject matter expert in using retirement funds tax, penalty and debt free to start or acquire a business since the 1990s.

Jen Wherrell

Benetrends Financial
Senior Funding Consultant
[email protected]
(267) 638-9275

Jen Wherrell is a Senior Funding Consultant at Benetrends, bringing over 15 years of experience in helping entrepreneurs and franchisees secure the financial solutions they need to grow their businesses. With a keen understanding of funding strategies, Jen excels in guiding clients through Benetrends’ 401(k) rollover plans, SBA loans, and other specialized funding options. Known for her commitment to providing tailored financial advice, she ensures that each client is equipped with the tools and resources necessary for long-term success.

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About Our Presenter

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free.

While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk.