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Posted

Medical Practice owned 100% by A. A is also the director of a non-profit that sponsors a 403b plan. Is there ever a possibility that there could be a controlled group if there is at least one other director?

Austin Powers, CPA, QPA, ERPA

Posted

Austin, look at Code Section 1563(a) which defines controlled groups. In order to be a controlled group, there must be "control". In the situation you describe there is no such control of the second organization in which he is a director.

Jim Geld

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