The entity structure of your business can impact the way it's run, how ownership is succeeded, and how the enterprise is taxed. Choosing the right entity for your business allows for efficiencies in capacity, expenses, and ultimately, growth.

Structuring Entity for Enterprise Growth
with Rod Boutin, JD, General Counsel
and Ericka Langone, JD, Assistant General Counsel

In this presentation our in-house entity experts explored the many opportunities, options, and benefits related to proper entity structure. Watch the full presentation to learn: 

  • How entity AND taxation elections work together to achieve your business goals.
  • How proper entity is critical for protecting yourself, the business, and your team.
  • How entity structure supports onboarding the next generation of advisory professionals.
  • How your structure can open up expanded growth and transition options.

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