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Posted

Dr. Payne owns 100% of Payne PLLC ( A )

Dr. Aichen owns 100% of Aichen PLLC (B)

Aichen Payne PLLC (C) is owned by A & B

owns 60% of C

owns 40% of C

Per attribution, I would say that Dr. Payne owns 60% of  C and Dr. Aichen owns 40% C.  

Dr. Payne also owns 100% of another practice and is considering his financial advisor wants to install a 401(k) plan.  The advisor has been told (supposedly by a lawyer) that because the doctors as individuals own 100% of their PLLC's which own their shares of C, they have a controlled group.

I have asked for the exact wording of the opinion, but I just don't see a CG issue here.  Am I missing something? 

 

 

Posted
21 minutes ago, Belgarath said:

I guess that makes two of us. I don't see it either.

 

2 minutes ago, Calavera said:

Maybe they have some kind of ASG but not CG.

Thanks.  I'm thinking the opinion has something about ASG  in it and the advisor is getting his terminology mixed up.  

 

 

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