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Financial Advisor Business Taxes:
Paying Taxes to the United States, States, Counties, & Cities
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Recently Released!!!
Date Published: March 11, 2020
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 116 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor business taxes, which are critical to understand at all levels, including United States, states, counties, & cities. 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 business taxes, including their history across several phases, including:
- Early Phase
- Haphazard Growth Phase
- Formalization Phase
This research defines a number of distinct business taxes issues, including:
- United States
- State
- County
- City
This research supports several conclusions for financial advisor business taxes, including:
- Increasing Tax Rates
- More Strict Adherence to Following Tax Laws
- Increasing Importance of Sales Tax Laws
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