I have a potential client who is a 1/3 owner of a law practice in which he works part-time. He also is a sole proprietor and works on separate cases outside the firm. He recently won a large case (outside the firm) that was started 4 years ago (before he was a 1/3 owner in the firm).
Is he able to set up a plan just for himself, outside the firm, with the dollars earned from outside cases and not affect the plan inside the firm? Are there any affiliated service group issues?