• We measure our performance by the long-term success of our clients • We foster a culture of partnership, passion, optimism and hard work • We stay ahead of the changing environment to provide the most relevant advice and innovative solutions • We share ideas and experience across our organization to achieve the best results for our clients • We will not compromise our vision or values • We deliver more
Join our network of non-profits, companies and individuals who believe social change can happen through design.Become A Member
London, London, United Kingdom
Member since November 20, 2013
01/08 Planning For Pets 02/08 Buy Sell Planning 03/08 Zero Bracket 04/08 Planning For Unmarried Couples 05/08 Planning for Long-Term Care 06/08 Income Tax Planning 07/08 Non-Qualified Compensation 08/08 1035 Insurance Policy Exchanges 09/08 Captive Insurance Companies
10/08 Final Expense Trust 11/08 New FIDIC Rules 12/08 Year End Planning 01/09 Employer Recovery Act 02/09 Safe Retirement Withdrawal Rates 03/09 Creative Trust Planning 04/09 Benefits Stimulas Act 05/09 Educational Savings Vehicles 06/09 IRS Dirty Dozen
Wealth Advisor Newsletters
01/01 New Law Exciting Planning Opportunities 02/01 Planning for Disability 03/01 Understanding Trusts 01/02 Planning for Pets 02/02 Zero Bracket Need for Life Insurance
03/02 Portability 04/02 New FIDIC Rules 01/03 Planning You Should Consider 02/03 Understanding the New Economic Stimulus Law
Posted November 23, 2013 in Corliss Law Groups
Formal Business Maintenance and Update Program
Should the business be passed on to a family member or key employee? How do I minimize the tax consequences and protect the proceeds of any sale? In business, as in life, nothing ever stays the same. Change represents renewal and growth, but also stress and danger. Operating conditions, personnel concerns, organizational considerations and management methodologies all shift with distressing frequency. Industry and market conditions, customers, competition and state-of-the-art continuously evolve! Legal and compliance issues, which represent a critical danger, need frequent monitoring and reporting.
As with all of our planning, we offer you and your business a scheduled process to ensure the necessary updating and maintenance. Together, we will schedule a customized process for the immediate and long-term future.
Corliss, A Law Corporation, offers a simple solution to these business concerns. The Family Business Maintenance and Update Program helps entrepreneurs and family business owners stay on top of change — instead of being steamrolled by it. We offer periodic, usually annual, updates to the family business consisting of:
The Family Business Maintenance Program includes:
• Hosting periodic board meetings • Hosting periodic ownership meetings • Documenting minutes and reports of meetings held • Documenting "Restatement of Information" reports as needed • Business compliance reviews • Employment agreements for ...
Posted November 20, 2013 in Corliss Law Groups