Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
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$ 4,000 $ 6 |
$ 6,000 $ 7 |
$ 7,500 $ 29 |
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| Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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| Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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| Entity Documents Entity documents may vary based on the entity selected, but would include: operating documents, minutes, and resolution documents. |
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| Document Revisions We know it's hard to think of everything on the first try. Each package receives at least one document revision to ensure the final product is exactly what you need. |
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| E-Signature and Backup Storage Vault If you are ever audited, you want to be sure that you can show proof of your entity. We will store all documents for you as extra back-up, if you need it. |
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| Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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| Recommendations Not all entity structures are created equal and each comes with its own set of rules, administrative burdens, and tax consequences. We provide you with tools and recommendations, so you can choose the entity best for you. |
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| Entity Binder w/ seal Setting you up for success requires that you have the proper tools. To ensure you stay compliant, you want to maintain an entity binder and update it at least annually. |
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| Industry Resources We don't just want you to have an entity, we want you to understand why you have it and what to do with it. We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need. |
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| Coordination w/tax professional Collaboration and pre-planning are always recommended. We want your entity to be a success and that means making sure your CPA is comfortable with the entity structure you choose. This prevents unwanted surprises in the future. |
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