Strategy


  • LLC , and S Corp vs C Corporation

    Twice in the last few months I have been approached by new clients who have started their business life with an LLC and are not sure if they should have set up a C Corporation.  Generally speaking the pass-through of tax losses in the early stages of a start up corporation can be a benefit to…

  • Credit Cards with Rewards

    I've heard various stories of companies covering their entire travel budgets with miles earned by company credit card spend --- true? If so, which vendors? Is Amex the cream of the crop, or are there other rewards cards that a small business would qualify for to earn either miles or cash back to…

  • Unwelcome visits from Real Estate Brokers (to your tenants) no longer representing your building.

    One of the many businesses I am involved in is a small (25K sq ft) building which currently has about 15 tenants. We have always had a real estate broker represent us and the building. A little over a year ago our old  broker let us know they thought we were too small an entity and were only wil…

  • Telecom Cost Control

    While scrutinizing an AT&T phone bill for a client recently, I discovered some mysterious charges on the very last page of the bill. Poorly labeled and weakly described were services for webhosting for $39.95 per month from a company called Bizzfinders.com. These charges had been billed for …

  • Telecom Cost Control: Shield Your Bill from Invaders!

    While scrutinizing an AT&T phone bill for a client recently, I discovered some mysterious charges on the very last page of the bill. Poorly labeled and weakly described were services for webhosting for $39.95 per month from a company called Bizzfinders.com. These charges had been billed for …

  • Opening It Up

    Opening it up - - There is a ton of stuff going on in FAO/BPO, predictions of new growth over the next couple of years in FAO is large - - technology, location shifts, BPO 2.0 are all in the news.  CFO's, faced with the continuing economic situations and headcount shortages, are seeing the work …

  • Corporate Structures for Investment in Barbados

    The question concerns the optimization of the corporate structure to be used for the incoming investment, on-island operations, future repatriation of capital, profits, and proceeds from the sale of the company in a 5-8 year timeframe.  Under consideration are some combination of US, Canadian, off-…

  • What kind of corporate entity should we choose?

    Some friends of mine are looking into developing some new manufacturing technology (software) to sell to manufacturing companies worldwide. It is early days and they have a ways to go to get off the white board and to a salable product. The company is spending no money now, just time from the fo…

  • Incorporating in CA or NV or anywhere

    Proformative Members, I am starting a distributorship of green goods and service provider of such goods. The initial target area is CA and NV, but will be nationwide within a year.  The headquarters will be in CA.  I am partnering with two other people with investment from several sources.  T…

  • LLC or LLP in DE vs CA?

    Hi everyone... Our company sells home automation and audio/video equipment/installation services to mostly residential, but also some commercial customers. 95% of our business is in CA, where our physical office is also located (San Diego).  We MAY do a job here or there in Chicago, Nevada, D…

  • Changing business entity from LLC to an S Corp?

    Does anyone know if changing a business entity from an LLC to a S-Corp requires a new EIN# and CA corporation id#?

  • International call plan for small companies (how to get rid of expensive roaming charges)

    We have sales people and engineers traveling international. The calls on their cell phones have been super expensive. The cell phone company does not have any international plans. Basically, you have to pay outrageous per minute roaming charge. We have tried Boingo and Hotspot.  They are not ver…

  • Outsourcing to Mexico - Maquiladora

    Has anyone had experience outsourcing manufacturing to Mexico under a Maquila program?  If so, what was your experience and do you have any recommendations, concerns, etc.? Regards, Rick Bigelow

  • Market Risk in Today's Environment

    Now that we have been through very extreme market volatility, and while not as volatile as late 2008 markets continue to be quite volatile, how are people dealing with managing market risk? In the recent period of extreme stress correlations went to 1.0, tail events became more common and extrem…

  • Can anyone recommend good, reasonably-priced SF Bay Area corporate counsel?

    As the title says, I am looking for inexpensive local counsel for standard corporate legal (contracts, etc.). I know that the words "SF Bay Area" and "inexpensive legal counsel" don't often travel together, but that's what we want. BTW, I'm not interested in "cheap but not so good".