4 Things Every Financial Advisor Should Know About Profit-Sharing Plans

Mar 18, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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In this new tax landscape, every advisor should be speaking with small-business-owner clients about creating a profit-sharing plan. And independent advisors, you should be considering one for yourselves as well—especially if you don’t qualify for the QBI deduction.

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