The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Navigating Compliance and Cash Flow: The S-Corp Edition
Manage episode 476387690 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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]
805 episodes
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Manage episode 476387690 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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]
805 episodes
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Similar to The Perfect RIA
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
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…
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…
continue reading
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…
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