We look at a family that includes an incorporated doctor.
Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where you live and what you invest in.
How to help business owner clients who've used company money to finance personal expenditures.
For over a decade, registered salespeople have sought the right to incorporate. Many other professionals most notably those selling insurance—have been able to do so for quite some time. Though not legally able to incorporate, many salespeople assign commissions earned on the sale of securities to unregistered corporations.
Like many other topics, incorporation is one of those perennial subjects of importance for advisors and their clients.