By Jeffrey H. Rattiner
1/2 the knowledge during this booklet might be utilized to anyone intending to start a small company. the opposite part is a slightly common clarification of the procedures that monetary planners have to serve their consumers. a number of examples of documentation utilized by monetary planners reminiscent of consumer questionnaires may perhaps curiosity rookies. One will be getting a e-book dedicated to monetary making plans of which there are few of any caliber and a booklet dedicated to guiding aspiring small company vendors. I simply do not see how a person may possibly learn this publication and be any towards being a reliable monetary planner.
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Getting Started as a Financial Planner: Revised and Updated Edition
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Extra info for Getting Started as a Financial Planner: Revised and Updated Edition
Sample text
In the past, most consumers have failed to recognize the need for professional financial counseling. Many people who recognize the need have failed to act or have made regrettable decisions about financial guidance. When economic times are good, many people have greater discretionary income, and few worry about tomorrow. This exaggerated confidence in the future leads to procrastination. Financial planners need to recognize that people often spend more time planning their vacations than they do planning for financial security.
If the partner can “zero out” the double taxation of C corporations with deductible payments to or for the benefit of the owners. 38 Foundations of a Financial Planning Career before embarking on the first of the “Ten Must-Do’s,” consult an experienced attorney to explain structural entity options in the state or states where you plan to practice. Remember to consider the growth phases your practice will experience in the short and long term. Your attorney will help you make structural decisions for today that will allow transition to more complex entities in the future.
CORPORATIONS Corporate structure provides the greatest business and personal asset protection of any entity. Corporations are of two types, S and C corporations. These entities are more complex than the previously discussed options for the financial planner. Corporations provide significant tax deferral and reduction opportunities but also limit the owners’ entrepreneurial flexibility. ◆ S corporation. An S corporation is a small business that qualifies for and has elected to be treated as a pass-through entity under federal income tax laws.