Companies Incorporated

Transcription

1 Companies Incorporated Product and Service Guide

2 TABLE OF CONTENTS ABOUT US WHICH BUSINESS STRUCTURE IS RIGHT FOR YOU?... Classic Corporation... Limited Liability Company... (Series) Limited Liability Company... (Family) Limited Liability Company... Family Limited Partnership... Limited Liability Limited Partnership... Non Profit... Offshore... Captive Insurance... BUSINESS FUNDING... Corporate Compliance... Business Credit Program... Business Funding Evaluation... SBA Loan Packaging... Business Plan... Private Placement Memorandum... S1 Filing... TAX SERVICES... Tax Service.... Tax Consulting.... Tax Preparation... Bookkeeping Service... CFO for a Day!!... Offer and Compromise... Unfiled Tax Filings... PLANNING FOR THE FUTURE... Family Fortress... Retirement & Succession Planning... Estate Planning... Family Security Trust... Restricted Limited Partnership... Asset Protection Trust s...

3 SEMINARS... Web access to a series of lessons... HOW ELSE CAN WE HELP YOU?... Registered Agent Service... Corporate Coaching... Corporate Consulting... National Office Package... Mail Forwarding Service... Nevada Bank Account... R.A.M. Service... Federal Tax Identification... Nevada Business License... Privacy (National Business Management Services)... Real Estate Privacy Trusts (Land Trusts)... AND FINALLY... Aged Corporations and LLCs... Affiliate Program...

4 About Companies Incorporated Since 1977, Companies Incorporated and its family of companies have served thousands of business people, attorneys, accountants, physicians and others. Companies Incorporated is committed to the bedrock values of Honesty, Value, Service and Customer Satisfaction. You can trust Companies Incorporated as your long-term partner in business. Companies Incorporated has a commitment to excellence in providing you with the finest Corporations, Limited Liability Companies, Limited Partnership and Trusts. Moreover, at Companies Incorporated we care about giving our best to our treasured customers at an economical price. Contact us via . Allow us to serve you. You'll be glad you did! Our goals and commitments to you: 100% customer satisfaction 100% accuracy Fast service - Same day in same day out. The same day place your order, your order is sent to the state for filing. The same day we receive your order from the government, it is sent to you. Nobody incorporates faster. 100% customer retention - By taking good care of you, we hope to have you as a customer for a lifetime. Experience You Can Trust

5 Which Business Structure is Right for YOU? The strongest principle of growth lies in the human choice. -- George Eliot CI consultants will ensure your corporate structure is ideally suited to your situation and circumstances. The goal, of course, is to be certain that the entity you choose provides the maximum tax and asset protection benefits available. Classic Corporation The Corporation is perhaps the most dynamic and most flexible business entity. Offering tremendous advantages that generally outweigh all other business structures, the corporation is the most commonly used structure in business today. A corporation is a legal entity created separately from those who own and operate it. Like an artificial person, the entity separates a corporation s debts and taxes from the assets of its owners (shareholders), thereby offering the greatest personal liability protection of all business structures. The corporation also continues to exist even after the death of a shareholder, so it offers tremendous estate planning advantages. Your time is limited and valuable. That s why the CI fulfillment department strives to present your corporate documents to the state for processing within twenty-four business hours. The corporate record books CI sends to its new clients are some of the most complete, thorough and informative books available on the market today. When you incorporate with CI, you ll receive a personalized corporate record book complete with your new company s name plate, seal and stock certificates. Your corporate charter, annual meeting minutes, articles of incorporation, resolutions, tax ID application and sample forms can all be filed in this book. Limited Liability Company (LLC) The LLC is a hybrid entity that combines the pass-through attributes of a partnership with the corporate characteristics of limited liability. LLCs pass all of the profits and losses directly to the individual members (i.e., owners) of the LLC. Accordingly, they are taxed at personal tax rates. Members personal assets are protected against any legal claims against the business because the LLC separates the members from the business itself. The LLC structure can be used to hold property and transact any type of business. Family Limited Partnership (FLP) The FLP is a legal business entity that can be the owner of life insurance, family vacation property and most other personal assets. A limited partnership consists of general partnership interests and limited partnership interests. An FLP is typically structured with the general partnership portion holding less than 5% of the total value of the assets of the partnership. The limited partners hold the balance of the assets. Partnerships are very flexible and generally have many additional tax benefits compared to other entity structures. When you create an FLP through CI, all the paperwork is filed, and your structure is created through, an independent law firm. Limited Liability Limited Partnership (LLLP) This form of business entity combines the liability and protection benefits of incorporating with the pass-through taxation benefits of partnerships. At least two people are required to form a limited partnership one is named a general partner and one a limited partner. Nevada now has limited liability limited partnerships. The limited liability clause results in limited legal exposure to the partners. Again, CI will file all the paperwork for the creation of an LLLP through an independent law firm.

6 How else can CI help you? There is never enough time, unless you re serving it. - Malcolm Forbes CI offers a full spectrum of business and asset protection services. The mission is to coordinate a totally integrated asset protection package under one roof. The ease and simplicity of handling your structuring, tax planning, corporate credit and estate planning saves time and money. Registered Agent Service Nevada laws require that out-of-state (foreign filed) owners of Nevada corporations maintain a registered agent within Nevada s borders. Registered agent service is included in your incorporation package for a period of one year. The duty of the registered agent is to accept service of legal documents and notifications from the state or other entities. As your registered agent, the CI location is your corporation s official address. CI will accept all official documents on behalf of your corporation and forward them to you. Corporate Coaching Understanding and navigating the red tape that is integral to any business formation can be a nightmare. The first few weeks after filing your Nevada corporation are crucial to ensuring that certain documents are filed properly. The CI coaching program provides all new corporations access to CI corporate coaches who know the ropes and will walk you through each step of the documentation process. CI coaches assure corporate documentation formalities are handled so you can focus on operating your business. Corporate Consulting Once your company is up and running, you ll want to turn your attention to growing your business. Growing companies rely on CI consultants to provide a wide range of asset protection services. Access to these business experts is quick and easy with the CI toll-free hotline. The corporate consulting program allows you to set appointments for telephone consultations and personal meetings. Business Credit Accelerator This program helps to position business owners to achieve business creditworthiness without having to make a personal guarantee. You ll receive help building a credit profile with Experian that can help you obtain credit, capital and other financing your business may need in your business name. Nevada Office Package Wouldn t it be great to have an office in Nevada without the expense? CI s Nevada Office Package provides you with a business phone number, a single line white pages listing and personalized telephone answering by a live receptionist Monday through Friday, 8:00 a.m. to 5:00 p.m. Pacific Time. You ll also have messages available to you around the clock via voice mail. In house, you will have an office manager, notary service, business license display, fax, copier and conference room facilities. Mail Forwarding Service Capitalize on your prestigious Nevada corporate mailing address by having all your business mail forwarded weekly to your primary business address. Packages up to a certain size can also be forwarded at an additional cost. Nevada Bank Account CI has made it as simple as possible for you to open a bank account without ever setting foot in Nevada! Every Nevada corporation should have a bank account in Nevada to establish a tangible presence in the state. CI will send you signature cards and bank documentation. Once you return them, the documents are delivered personally to one of Nevada s select banks. Your temporary checks will be forwarded to you immediately.

7 Resolutions, Amendments and Minutes (R.A.M.) Service Most entrepreneurs are so tied up in their business that they seldom find the time to keep accurate and up-to-date corporate records. Proper maintenance of corporate records is essential for archiving your company s existence, making future investments and for audits. CI offers two options to help you handle these important formalities: Gold Service CI will assist you with drafting resolutions, amendments and meeting minutes. When experts at CI draft all of your documents for you, you ll enjoy total peace of mind and your time will be free to focus on operating your business. Silver Service This on-line R.A.M. service provides everything you need to create resolutions, amendments and minutes for yourself. Both options provide effective record maintenance and both provide the advantage of quarterly diagnostic check-ups conducted by CI specialists. Federal Tax Identification All new corporations must obtain a federal tax identification number. CI will obtain and file all necessary paperwork you ll need to receive your tax ID number. For your convenience, a copy of your application will be enclosed in your corporate record book with comprehensive handling instructions. Nevada Business License CI will complete and file your Nevada state business license on your behalf to ensure you are properly organized with the business license office. Tax Services But in this world nothing can be said to be certain, except death and taxes. Ben Franklin Keep more of what you work so hard to earn through effective tax strategies. CI s affiliate company,), consults businesses across the country on strategies to minimize tax exposure. The enrolled agents, bookkeepers and other tax professionals specialize in preparing tax returns for Nevada corporations owned by non-nevada residents. We offer complete strategic tax planning services that can help you take advantage of Nevada s business-friendly tax laws and the full range of business structure. The tax environment is constantly changing and increasingly complex. Our tax consultants will work with you throughout the year, not just at tax time. Tax Consulting Enjoy unlimited access to a team of tax specialists for a full year at a small fixed fee. While most high-level accountants can charge as much as three hundred dollars per hour, We provide valuable advice throughout the year for a fraction of that amount. The result is you ll minimize your taxes and do so with a minimum of hassle. Whether you have a quick question or need a longer consultation, the team is available for you Monday through Friday, 8:00a.m. to 5:00 p.m. Pacific Time. Tax Preparation With such a wide range of tax specialists based in-house, your tax return will reflect the latest and most cost effective strategies allowed by law. Diversified tax staff will work together on your return and ensure every step has been taken to reduce your tax burden legally. Your return will be prepared on time and accurately. ITS does corporate and partnership returns, personal, trust, non-profit returns - even gift tax returns (if needed) for all fifty states.

8 Bookkeeping Service If you re like most business owners, you d rather work on your business than crunch numbers. To save time and mistakes, simply send it s copies of your bank statements, checks stubs, credit card statements and receipts for cash expenditures. I will book them to your general ledger on a cash basis and send you reports. Planning for the Future I can t afford to die I d lose too much money. George Burns It s true. You need to plan for today and for the future. Ensure your peace of mind with estate and retirement planning through CI. Experienced estate planning professionals will advise you in all aspects of trusts to provide the maximum benefit to you and your heirs. Without effective estate planning, your assets will be divided by strangers in probate court and may also be heavily taxed. Don t let that happen to you.. Retirement & Succession Planning CI relies on a team approach from a group of professionals to make sure your business is well cared for in the present and in the future. Licensed professionals will create a personalized strategy for your tax, retirement and succession planning. This service includes corporate benefit programs, corporate insurance and retirement plans, cafeteria plans and advanced strategic planning. Each member of the team has had experience using corporations for the maximum benefit of the client. The CI team approach gives you access to the most cutting-edge tax minimization and asset protection strategies available today. For example, we can help you set up qualified plans that will help you meet your retirement goals much faster than you would expect. Estate Planning Estate planning helps you make decisions about the distribution of your wealth that a probate judge would otherwise make for you. CI partners with independent legal counsel to provide many different types of estate planning, from revocable living trusts to multi-generational dynasty trusts, through an independent law firm.

9 Seminars The direction in which education starts a man will determine his future life. - Plato Why go it alone in business when there are so many people who can help you? Don t make the same mistakes others have made. Learn from the experts and put your company s growth on the fast track to the success you are striving for.

10 An d Finall y I not only use all the brains that I have, but all that I can borrow. - Woodrow Wilson Aged (Shelf) Corporations and LLCs An aged or shelf corporation is a legal business entity that was formed a number of years ago, has been legally maintained, but has remained largely inactive. Individuals use aged corporations for a variety of reasons including, corporate image, building corporate credit, establishing a history or obtaining bank loans and credit cards. If taking advantage of an established (aged) corporation is important to you, CI has a limited number of aged corporations to choose from. Aged corporations come with all the features of a typical CI classic corporation and are guaranteed to be clear of any debts or liabilities. Affiliate Program If you appreciate the services CI provides, please refer our company to your friends, family, and business associates. Simply refer someone to CI and you will receive a referral fee based on the value of his or her initial purchase. Foreign Documentation Out-of-state (foreign filed) corporations must register their Nevada corporation within the state in their home state. CI is experienced in making these filings and will be glad to assist you. Certificate of Good Standing If required, this certificate shows your home state that your Nevada corporation is in good standing with the Nevada secretary of state. The certificate of good standing facilitates the filing of foreign documents.

11 TOTAL ASSET PROTECTION CHECKLIST Step One Separate your business from yourself and your family by creating a separate business entity or multiple entities. Step Two Separate yourself from your business by getting the business out of your name. Step Three Control everything and own nothing through trusts and effective tax and estate planning. Ask yourself these questions: 1. Do you need another business entity? 2. Is it time to change your corporate structure? 3. Are you doing effective, pro-active tax planning? 4. Are your books up-to-date and in order? 5. Do you need corporate coaching to keep your records in legal compliance and protect your corporate shield? 6. Is it time to finally do something about your estate planning so your assets remain protected and out of the hands of strangers in the probate process? 7. Would a trust or series of trusts give you and your heirs the protection you need against overzealous taxation? Consider our one-stop service concept: Does my business attorney ever talk to my tax professional? Does my tax professional ever talk to my estate planning attorney? Does my estate planning attorney ever talk to my business attorney? If the answers are no, no and no, you simply do not have a totally coordinated, totally integrated asset protection strategy. It s time to put all your asset protection under one roof at CI.. 1

12 Companies Incorporated. consulting services are rendered with the understanding that CI is not engaged in providing legal, accounting or tax services. Tax and accounting services may be delivered by Integrated Tax Solutions. Legal services may be provided by independent private counsel. At the client s discretion, assistance in the areas of legal, accounting or taxes may be sought from any qualified professional. IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein.