Tax court ruling sends chills through the financial advisory industry.

By |2024-01-02T13:35:11-06:00March 9th, 2017|Categories: Uncategorized|

Don’t make the same mistake with your legal entity. A recent ruling by a Federal Tax Court could have serious implications for financial advisors – take steps now to avoid a similar finding against your practice. The scenario Ryan Fleischer was a financial advisor who had entered, as an individual advisor, into a representative agreement with [...]