The Perfect RIA

Navigating Compliance and Cash Flow: The S-Corp Edition


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In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Should I become an S-corp?" and instead dive deeper into the strategic considerations. Matt and Catherine both underscored an essential truth: While there's no magic tax bullet, proactive planning can significantly optimize an advisor's financial growth.

Resources in today's episode:

- Episode Website - The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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