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Your client's S corporation has grown considerably. Maybe it's time to change to a C corporation—or vice versa. Here's the information you need to talk to small-business owners about the implications of choosing one structure over another.
Now is a great time to present retirement plans to small-business owners worried about their future. They've got the assets plus the inclination, and they're looking for professional guidance.
Looking to make small-business owners a bigger part of your customer base? Use this seven-step primer to find and prospect promising entrepreneurs in your community.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025