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Archive: Tax Code Benefits: How Advisors Can Come Out on Top

By Jonathan E. Braunstein March 22, 2018

You can still register for Financial Advisor IQ's webcast “Tax Code Benefits: How Advisors Can Come Out on Top,” sponsored by LPL Financial. The webcast begins today at 11:00 am ET. You can register now by clicking the button below.

The new tax code passed in late 2017 offers a big opportunity to independent financial advisors. Could you be missing out on significant tax breaks? For those who take advantage, the 2017 Tax Cuts and Jobs Act can provide a nice boost to their take-home, thanks to the way certain types of income are treated. However, the benefits depend on how advisors structure their practices. Our panelists will review these changes and offer insights into how financial advisors can maximize the benefits of the new tax code.

The panel features two experts on this topic. Ken Hullings is the senior vice president of business development at LPL Financial and Ryan Sheppard is a partner at the accounting firm Knight Rolleri Sheppard CPAS. The panel is moderated by Financial Advisor IQ managing editor Bruce Love.

Please note by registering for this webcast you are consenting to have Financial Advisor IQ share your information with LPL Financial, who may subsequently contact you.

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There is no cost to this webinar.

Ken Hullings, SVP, Business Development , LPL Financial
Ryan Sheppard, Partner, Knight Rolleri Sheppard CPAS

Bruce Love

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 advisor before making any decisions based on information provided.

This event is being conducted by Financial Advisor IQ. LPL Financial, Knight Rolleri Sheppard CPAS, and Financial Advisor IQ 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 member of the public.

To view the archive, click here: