Financial Advisor Legal Business Structures & Incorporation Methods:
Considering the Benefits of C Corps, S Corps, LLCs, LPs, & Sole Proprietorships

Recently Released!!!
Date Published: February 7, 2016
Summary Power Point Deck: 27 Slides
Reference Power Point Deck: 111 Slides

The purpose of this research is to provide readers with an understanding of financial advisor legal business structures & incorporation methods, which include C Corps, S Corps, Limited Liability Companies, Limited Partnerships, & Sole Proprietorships. This topic is one in the series of Tiburon's financial advisor planning & documents series.

This research begins with a review of the evolution of financial advisor legal business structures & incorporation methods, including their history across these phases:

  • Early Phase
  • Haphazard Phase
  • Formalization Phase

This research defines five financial advisor legal business structures & incorporation methods, including:

  • C Corps
  • S Corps
  • Limited Liability Companies (LLCs)
  • Limited Partnerships (LPs)
  • Sole Proprietorships

This research supports several conclusions, including:

    • LLCs & LPs Provide Tax Advantages
    • C Corps, S Corps, LLCs, & LPs Provide Legal Protections
    • Evolving Financial Advisor Legal Business Structures & Incorporation Methods

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