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Скачать или смотреть S-Corp Strategies for Financial Advisors: Save Clients Money Without the Guesswork

  • TaxBridge
  • 2025-01-22
  • 59
S-Corp Strategies for Financial Advisors: Save Clients Money Without the Guesswork
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Описание к видео S-Corp Strategies for Financial Advisors: Save Clients Money Without the Guesswork

Are S-Corps the right choice for your clients? In this webinar, we dive into how financial advisors can confidently identify when an S-Corp is a game-changer for small business owners and when it might not be the best fit.

Here’s what we cover:
1️⃣ Why S-Corps save money: tax savings through salary and distributions.
2️⃣ Key signs it’s the right time to switch to an S-Corp.
3️⃣ A step-by-step guide to transitioning to an S-Corp.
4️⃣ Real-world tools like RC Reports and Excel comparison models.

www.taxbridgeadvisor.com

Whether you’re looking to strengthen your tax strategies or better serve your clients, this session is packed with actionable insights.

💡 At TaxBridge, we help financial advisors become their clients’ go-to advisor by closing the gap between tax planning and financial advising.

📲 Learn more about our resources at www.taxbridgeadvisor.com.
🔔 Subscribe for more tax planning tips and strategies!

Find us on linkedin:
Brad: https://www.linkedin.com/in/brad-wooten-cp...
Brian: https://www.linkedin.com/in/brianriveracpa/
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*Disclaimer: All information contained in our videos are for general educational purposes only. These videos are not meant to be used as tax advice for any specific individual, business, or other entity. You should consult with a CPA or other professional before making any decision that impacts your tax and financial responsibilities. Additionally, we are not Certified Financial Planners and we do not give investment advice. Any information contained in our videos related to budgeting, finances, or investments are solely our opinions and are not intended to influence specific decisions you may make as it relates to your finances.

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