S Corp vs LLC - a guide to set up your financial services company


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S Corp vs LLC: What you need to know

For many advisors, setting up your business entity properly to support your future endeavors involves adopting a more formal business structure, whether it is a partnership, S corporation or LLC. In fact, the need to “button up” your business setup has become even more evident following the recent IRS Tax Court case involving an advisor.

In this webinar, we will cover the nuances of establishing and using an entity correctly to take full advantage of the structure and not run afoul of the IRS. We will provide 2 specific reasons why and when you should consider being more than a sole proprietor, and the 3 things you need to be doing if you have an entity.

Whether you already have a business or plan to, join us to learn the best practices and put your business entity formation on the right track.