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 legal business structures & incorporation methods, which include C Corporations, S Corporations, 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 several phases, including:

• Early Phase
• Haphazard Growth Phase
• Formalization Phase

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

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

This research supports several conclusions for financial advisor legal business structures & incorporation methods, including:

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