Financial Advisor Business Taxes:
Paying Taxes to the United States, States, Counties, & Cities

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 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 these phases:

  • Early Phase
  • Haphazard Phase
  • Formalization Phase

This research defines a number of distinct business taxes issues, including:

  • United States
  • State
  • County
  • City

This research supports several conclusions, including:

    • Increasing Tax Rates
    • More Strict Adherence to Following Tax Laws
    • Increasing Importance of Sales Tax Laws

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