Forming an LLC or S-Corp: Is It Worth It? with David Frank, CFP®
Wondering if an LLC or S-Corp is the right move for your business - or feeling unsure about the one you already have?
In this training, David Frank, CFP® will walk you through the myths, facts, options, and requirements of business entities and the S-Corp tax election.
You’ll discover:
The true benefits of forming a business entity - and which ones are just myths
What business entity types are available and how to determine the best fit for your situation
How an S-Corp could lower your tax bill - and the income level where it makes financial sense
The ongoing responsibilities to keep your business entity and S-Corp in good standing
Whether you’re starting fresh or restructuring your practice, this training will give you the clarity, confidence, and expert insight you need to choose (and maintain) the business entity that’s right for you.
About David Frank, CFP®:
David is on a mission to ensure every therapist has access to unbiased and fiduciary financial advice they can afford. Through the firm he founded, Turning Point Financial Life Planning, he uses the tools of financial planning to help therapists grow their impact and build lives they love.
Dave earned both his undergraduate and MBA degrees in finance and he also completed a certificate in personal financial planning. He's worked for over twenty years in investment banking, corporate finance and now personal finance. Throughout his corporate career, he's been the go-to person to translate complex financial products, contractual language and tax regulations into clear and effective recommendations. He's excited to be helping therapists by bringing this same clarity and expertise to the world of personal finance.
