Business Docx: Communications
COVER LETTER TO CLIENT ENCLOSING FORMATION DOCUMENTSThis important letter informs your client of various documents you have prepared for the formation of their new business. It discusses next steps for the client to take, and it sets the stage for a productive and profitable ongoing relationship between your firm and the new company as the company continues to grow and mature.
LETTER TO CPA – NEW BUSINESS FORMATIONThis letter informs the CPA of a mutual client’s decision to form a new business, ensuring that the CPA will be involved in establishing the business records.
NEW BUSINESS MEMOThis memo addresses important steps to take once the business is formed.
Preservation of S-Corp Status in Trust Administration
Download the article to find out why it is critical to examine how to preserve S-corp status at all stages of the estate planning life cycle.Learn More
Adapt Your Law Practice Checklist
In light of COVID-19, see how you can adapt your law practice with this free checklist.Learn More
A House Divided: Deadlock in a 50-50 Partnership
Read about the destructive consequences that can emerge if a partnership agreement lacks provisions for resolving such an impasse and learn what you can do to help your business clients avoid this type of situation by reading, “A House Divided: Deadlock in a 50-50 Partnership.”Learn More