Kaufman Rossin

Your retirement savings could fund your next business — debt-free and without early withdrawal penalties.

It's called a ROBS (Rollover as Business Startups) structure, and for the right investor profile, it can be a powerful way to launch a C-Corp using qualified retirement funds while preserving tax efficiency and staying in control of your capital.

Our latest video breaks down how it works, who it's right for, and the IRS compliance requirements you need to understand before moving a single dollar.

Watch here: https://okt.to/8LlORu

For one real estate investor, a stock portfolio became a powerful tax planning tool. After selling the family business, Fausto and his siblings split their assets between real estate and traditional investments — treating them as two separate worlds.

Working with Michael Cantero at Kaufman Rossin Wealth, Fausto discovered how a more integrated approach could put his existing stock portfolio to work reducing his capital gains tax burden. "Michael explained each strategy in practical terms, which made complex decisions much easier for me."

Read the full story: https://okt.to/rPVH7M

Fraud monitoring is changing — and financial institutions need to be ready.

Kaufman Rossin is proud to partner with FIBA for a free webinar: Fraud Monitoring Is Changing. Is Your Institution Ready?

Join Fernandez, AAP, CIPP/US, CRCM and Perez, CGSS, CAMS as they break down:

🔹 What changed under the 2026 NACHA Rules
🔹 The new risk-based monitoring approach and its impact
🔹 What "False Pretenses" means for fraud detection
🔹 Steps your institution should take now to strengthen compliance

📅 July 15, 2026 | 11:00 AM ET | Free

Register here: https://okt.to/4nXNoG