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Building Your Business From Taxes To Transitions

3 Part Webinar Series

WEBINAR 1: 2019 Tax Law: What’s New
Now Available On Demand

To register for this event, click here.

What do recent tax code changes mean for financial advisors and their businesses? Is now the time to pursue an independent practice or restructure an existing one? There’s a lot to think about as you weigh your options under the new tax regime, and this webinar will provide you with information to help make the best decisions for the future of your business.

The webinar explores topics like these, and more:

  • Myths and misconceptions about 199A pass-through business entities
  • New corporate tax rates changes
  • Business expense deductions for W-2 and 1099 advisors

Join this first webinar of the series to learn how to navigate and use the recent tax law changes to the benefit of your business.

WEBINAR 2: Structure Your Practice Like a Pro
Now Available On Demand
Time: 2:00 PM ET

To register for this event, click here.

No matter whether you’re an employee-advisor looking to strike out on your own, or you’ve already established yourself as in independent advisor, you're likely to have questions about the best way to structure your business from a legal perspective. But how do you get started, and what’s the best way to configure your business? This webinar explores options such as:

  • Nonincorporated businesses: e.g. partnerships, LLCs, and sole proprietorships
  • Incorporation, C Corps and S Corps
  • Joining or become your own RIA (Registered Investment Advisor)

Join part two of this webinar series for an overview of the different ways to structure your practice, and the benefits and caveats that come with each.

WEBINAR 3: Let’s Talk Transitions
Now Available On Demand
Time: 2:00 PM ET

To register for this event, click here.

Thinking about making a change? There are lots of reasons to transition your practice, whether you’re thinking about leaving your current firm or finding a new partner for your independent practice. In this webinar, we’ll touch on common myths about transitioning, and what to look for in a new firm. Join this webinar to learn more about:

  • Keeping your clients when you change partner firms
  • Transitioning with the least amount of disruption
  • Determining the best business model option
  • The importance of choosing a partner firm that is a cultural fit

Whether you’re thinking of launching your own RIA, have retirement in sight, want a more stable partner, or have other reasons to transition, this webinar can help inform your experience.

Any information provided during this presentation, including its related materials, are for educational purposes only and are not intended to constitute tax or legal advice. Neither LPL Financial nor any of its representatives provide legal or tax advice. The information provided in this presentation cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. We recommend consulting a tax and/or legal advisor before making any decisions based on information provided.

This event is being conducted by WealthManagement. LPL Financial, Knight Rolleri Sheppard CPAS LLP, Baritz & Colman LLP, and WealthManagement are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered. This event is intended for Financial Advisors Only. Not for members of the public.


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