Entity Care℠

 

Entity Care℠ provides services to evaluate, identify and consult on the best way to manage a business. By using this program you not only help to protect the assets of your corporation, but your personal assets as well.

 

This package is designed to cradle and care for your corporation.

Corporations are to comply with both state and federal laws and regulations. As officer and/or director, you may be setting your corporation up for legal action if compliance is marginal or omitted. If this happens, you should be aware that your personal assets may be seized to satisfy a judgment against your corporation.

Typically about 50% of small business corporations put “at risk” the benefits of the corporate structure and the personal assets of their shareholders.

 

Meeting reviews


An annual meeting can mean the difference between peace of mind and the risk of lawsuits and Internal Revenue Service assessments. A documented meeting will consist of the following reviews mentioned below.

Financial Analysis

  • Review of Last Year's Financials

  • Next Year's Budget

  • Highlights

  • Company on Target

  • Retirement

Election of Directors/Officers

Fringe Benefits

  • Health Insurance

  • Disability Insurance

  • Medical Reimbursement Plan

  • Automobile

  • Retirement Plan

Compensation

Loans

Banking

Document Review

Compliance Review

  • Payroll Record Keeping

  • Aging of Receivables

  • Minute Book

  • Promissory Notes

  • State Corporation Registration

  • Business Licenses Within State

  • Foreign Registration

  • Trade Name Protection

  • Fringe Benefit/Non-Discrimination

  • Employment

 

💬 Have questions?

We invite you to contact our office today!