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C-Corps vs S-Corps vs LLCs: Which One Should I Choose?

In our previous articles, we laid the groundwork to plan your independent RIA, including your business strategy and your budget. But one equally important decision (especially to Uncle Sam and FINRA) lies ahead: your business structure. You can’t run an RIA as a freelance operation, and there are significant tax and legal benefits to separating your business and personal assets as an organized company. This article aims to help you choose what structure is best for you.

What Sort of Budget Do I Need?

In the previous article, we explored a series of choices you’ll need to make for your new business. These homework items will better prepare you for decisive actions that are critically important to launching. In this article we explore your budget. What sort of finances do you realistically need? What should you spend your money on?