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Professional Legal Services

Specialized Legal Services for Rollover Business Startups and more

Expert Legal Counsel for Your Business Success

At Kennedy Law Group, we provide specialized legal services designed to protect entrepreneurs and business owners from complex regulatory challenges. Whether you’re launching a new venture, maintaining corporate compliance, or navigating federal tax issues, our experienced attorneys deliver the independent counsel you need to operate with confidence. We focus on preventive legal strategies that identify and address potential problems before they become costly complications, helping you protect your business interests and achieve your entrepreneurial goals with proper legal foundation.

Our Core Legal Services

ROBS Compliance Review

Our signature service examines your current or proposed ROBS structure against established IRS guidelines. We analyze your corporate structure, 401(k) plan documents, stock transaction records, and operational practices to identify compliance gaps or vulnerabilities.

Federal Tax Strategy

We develop customized tax strategies that maintain your ROBS tax advantages while optimizing your overall business tax position. Our approach considers both immediate compliance needs and long-term tax efficiency.

Ongoing Corporate Compliance

Maintaining ROBS compliance requires consistent attention to corporate governance, plan administration, and regulatory changes. Our ongoing compliance services provide continuous support to keep your ROBS arrangement in good standing.

Entity Formation & Structuring

For entrepreneurs just beginning their ROBS journey, we provide comprehensive entity formation services designed specifically for ROBS compliance. We establish the proper corporate structure, create necessary documents, and ensure all elements maintain compliance.

Transactional Document Drafting

Our attorneys draft legally sound documents tailored to your specific ROBS arrangement, including stock purchase agreements, plan documents, corporate bylaws, and other essential business contracts. Unlike generic templates, our documents address the unique compliance requirements of ROBS structures.

US Tax Court Representation

If IRS issues arise despite preventive efforts, our experienced tax attorneys provide representation in US Tax Court proceedings. With expertise in both ROBS arrangements and tax litigation, we advocate effectively for your interests.

Professional Fee Structure

At Kennedy Law Group, we believe in transparent pricing that provides certainty for our clients:

Fixed Fee Services

Most ROBS services provided at predetermined rates

Capped Fee Arrangements

Maximum fee limits for variable scope services

Annual Retainer Options

Regular support at predictable costs

Hourly Billing

Available for unique situations requiring specialized attention

Protect Your Business Today

Don’t wait until compliance issues trigger IRS scrutiny. Our specialized legal expertise can identify and address potential problems before they threaten your retirement investment and business success.