Florida General Partnership
$109.95
For one low fee of $109.95, your Florida General Partnership is COMPLETE and
- INCLUDES Florida's State Filing Fee.
- INCLUDES General Partnership Seal and Book.
- INCLUDES General Partnership Minutes.
- INCLUDES Preliminary Name Search.
Yes, even Includes Attorney's Fee (No Hidden Attorney Fees).
PRICE INCLUDES
FLORIDA'S
$100 Filing Fee
Business Energy Sold Here
No matter whats happening around you, you must staye focused. Above all, don't be complacent, let the lawyers at Spiegel & Utrera, P.A., with a combined 175 years of legal experience, assist you in reaching your goals.
Join our 243,372 clients
"Start, Expand, Buy, Sell Your Business Today" ON THE AIR with Larry Spiegel and host Joe Castello. Listen to our show at www.AmeriLawyer.com/radioshow
FORM A FLORIDA GENERAL PARTNERSHIP
A partnership is a syndicate, group, pool, joint venture, or other unincorporated organization of two or more individuals or entities through which any business, financial operation, or venture is carried on, in which the partners share in the profits and the losses. The partnership is an entity separate from its partners.
A Florida general partnership consists of partners that manage the day-to-day operations of the business and that invest in the general partnership. The partners invest capital and share in the profits and losses of a partnership venture. The partners are agents for each other, which means that if a partner enters into an agreement, it binds the other partner as well. Therefore, it is essential (and this is a good rule of thumb in business no matter what type of entity is chosen) that the partners trust and are comfortable with each other’s business decisions.
A Florida general partnership does not have limited liability, which means creditors can reach business and personal assets of the partners. For this critical reason, we recommend that clients form a limited liability partnership (if you are involved in the professions of public accountancy, the practice of law or the practice of architecture or related to such practice), a limited liability company or a corporation.
A Florida general partnership has flow-through tax treatment under Subchapter K of the Internal Revenue Code and therefore a general partnership is not subject to direct taxation. Instead, the partnership must file a return and the partners assume liability for their share of the general partnership's gain or loss on a form and their individual returns. Avoiding the entity level tax ensures that income flowing into a general partnership is taxed only once.
In order to process your General Partnership, you will need a General Partnership Agreement prepared by our Firm or, if you already have a General Partnership Agreement, you will need to furnish our Firm an opinion letter from qualified independent legal counsel representing the proposed General Partnership stating counsel has reviewed the General Partnership Agreement and such Agreement is fully compliant with Florida law and represents the business entity contemplated by the parties.
We will form your General Partnership under the personal direction of a qualified attorney who makes certain that all requirements are met.
How to Build Your Business
How to Build Your Business
SBA (8a) Business Certification
SBA (8a) is an ownership/diversity certification sponsored by the Small Business Association (SBA) of the United States government. This certification is intended for organizations that are owned and controlled at least 51% by socially and economically disadvantaged individuals.
You must be an economically disadvantaged person. For the 8(a) program this means all applicant individuals must have a net worth of $250,000 or less, excluding the value of the business and personal residence. You must be in business for at least two years or apply for a waiver of the two-year requirement. SBA may waive the two years in business requirement if each of the following five conditions are met:
You must be an economically disadvantaged person. For the 8(a) program this means all applicant individuals must have a net worth of $250,000 or less, excluding the value of the business and personal residence. You must be in business for at least two years or apply for a waiver of the two-year requirement. SBA may waive the two years in business requirement if each of the following five conditions are met:
- The individual or individuals upon whom eligibility is based have substantial business management experience;
- The applicant has demonstrated technical experience to carry out its business plan with a substantial likelihood for success if admitted to the 8(a) BC program;
- The applicant has adequate capital to sustain its operations and carry out its business plan as a Participant;
- The applicant has a record of successful performance on contracts from governmental or nongovernmental sources in its primary industry category; and
- The applicant has, or can demonstrate its ability to timely obtain, the personnel, facilities, equipment, and any other requirements needed to perform contracts as a Participant.
SBA (8a) Business Certification
SBA (8a) is an ownership/diversity certification sponsored by the Small Business Association (SBA) of the United States government. This certification is intended for organizations that are owned and controlled at least 51% by socially and economically disadvantaged individuals.
You must be an economically disadvantaged person. For the 8(a) program this means all applicant individuals must have a net worth of $250,000 or less, excluding the value of the business and personal residence. You must be in business for at least two years or apply for a waiver of the two-year requirement. SBA may waive the two years in business requirement if each of the following five conditions are met:
You must be an economically disadvantaged person. For the 8(a) program this means all applicant individuals must have a net worth of $250,000 or less, excluding the value of the business and personal residence. You must be in business for at least two years or apply for a waiver of the two-year requirement. SBA may waive the two years in business requirement if each of the following five conditions are met:
- The individual or individuals upon whom eligibility is based have substantial business management experience;
- The applicant has demonstrated technical experience to carry out its business plan with a substantial likelihood for success if admitted to the 8(a) BC program;
- The applicant has adequate capital to sustain its operations and carry out its business plan as a Participant;
- The applicant has a record of successful performance on contracts from governmental or nongovernmental sources in its primary industry category; and
- The applicant has, or can demonstrate its ability to timely obtain, the personnel, facilities, equipment, and any other requirements needed to perform contracts as a Participant.
Service Disabled Veteran Owned Small Business (SDVOB) Certification
The purpose of the Service Disabled Veteran Owned Small Business Certification is to provide procuring agencies with the authority to set acquisitions aside for exclusive competition among service disabled veteran owned small business concerns, as well as the authority to make sole source awards to service disabled veteran owned small business concerns.
In order to be eligible for the Service Disabled Veteran Owned Small Business Certification, you and your business must meet the following criteria: the Service Disabled Veteran must have a service-connected disability that has been determined by the Department of Veterans Affairs or Department of Defense; the Service Disabled Veteran Owned Small Business must be small under the North American Industry Classification System code assigned to the procurement; the Service Disabled Veteran must unconditionally own 51% of the Service Disabled Veteran Owned Small Business; the Service Disabled Veteran must control the management and daily operations of the Service Disabled Veteran Owned Small Business; and the Service Disabled Veteran must hold the highest officer position in the Service Disabled Veteran Owned Small Business.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Service Disabled Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
In order to be eligible for the Service Disabled Veteran Owned Small Business Certification, you and your business must meet the following criteria: the Service Disabled Veteran must have a service-connected disability that has been determined by the Department of Veterans Affairs or Department of Defense; the Service Disabled Veteran Owned Small Business must be small under the North American Industry Classification System code assigned to the procurement; the Service Disabled Veteran must unconditionally own 51% of the Service Disabled Veteran Owned Small Business; the Service Disabled Veteran must control the management and daily operations of the Service Disabled Veteran Owned Small Business; and the Service Disabled Veteran must hold the highest officer position in the Service Disabled Veteran Owned Small Business.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Service Disabled Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Service Disabled Veteran Owned Small Business (SDVOB) Certification
The purpose of the Service Disabled Veteran Owned Small Business Certification is to provide procuring agencies with the authority to set acquisitions aside for exclusive competition among service disabled veteran owned small business concerns, as well as the authority to make sole source awards to service disabled veteran owned small business concerns.
In order to be eligible for the Service Disabled Veteran Owned Small Business Certification, you and your business must meet the following criteria: the Service Disabled Veteran must have a service-connected disability that has been determined by the Department of Veterans Affairs or Department of Defense; the Service Disabled Veteran Owned Small Business must be small under the North American Industry Classification System code assigned to the procurement; the Service Disabled Veteran must unconditionally own 51% of the Service Disabled Veteran Owned Small Business; the Service Disabled Veteran must control the management and daily operations of the Service Disabled Veteran Owned Small Business; and the Service Disabled Veteran must hold the highest officer position in the Service Disabled Veteran Owned Small Business.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Service Disabled Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
In order to be eligible for the Service Disabled Veteran Owned Small Business Certification, you and your business must meet the following criteria: the Service Disabled Veteran must have a service-connected disability that has been determined by the Department of Veterans Affairs or Department of Defense; the Service Disabled Veteran Owned Small Business must be small under the North American Industry Classification System code assigned to the procurement; the Service Disabled Veteran must unconditionally own 51% of the Service Disabled Veteran Owned Small Business; the Service Disabled Veteran must control the management and daily operations of the Service Disabled Veteran Owned Small Business; and the Service Disabled Veteran must hold the highest officer position in the Service Disabled Veteran Owned Small Business.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Service Disabled Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Florida Disadvantaged Business Enterprise (DBE) Certification
The Florida DBE Program, is intended to remedy past and current discrimination against disadvantaged business enterprises, ensure a level playing field and foster equal opportunity and non-discrimination in State assisted contracts, improve the flexibility and efficiency of the DBE program, and reduce burdens on small businesses.
Your business can qualify for this certification if:
Your business can qualify for this certification if:
- The owner is a member of a socially and economically disadvantaged presumptive group (Black Americans, Hispanics, Native Americans, Asian-Pacific and Subcontinent Asian Americans, or women, and
- Your business is a for-profit business at least 51%-owned by a socially and economically disadvantaged individual(s) who also controls the firm, and,
- The disadvantaged owner a U.S. citizen or lawfully admitted permanent resident of the U.S., and,
- Your firm is a small business that meets the Small Business Administration's (SBA's) size standard and does not exceed $23.98 million in gross annual receipts, and,
- Your personal net worth is less than $1.32 million.
Veteran Owned Small Business (VOSB) Certification
The Veteran Owned Small Business Certification is available for small businesses that are majority owned and managed by a veteran who is directly involved in the day-to-day operations. With this certification, veterans gain a competitive edge for winning government contracts and attracting customers. As a business group that is considered ‘disadvantaged’ in the U.S., certifying your business can help in your present and future operations.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Veteran Owned Small Business (VOSB) Certification
The Veteran Owned Small Business Certification is available for small businesses that are majority owned and managed by a veteran who is directly involved in the day-to-day operations. With this certification, veterans gain a competitive edge for winning government contracts and attracting customers. As a business group that is considered ‘disadvantaged’ in the U.S., certifying your business can help in your present and future operations.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Once your business is certified, you can join ConnXus’ database of diverse suppliers. This searchable platform makes it easy for large companies to find and select your business for their product and service needs. The next time a Fortune 2000 company is looking for a certified-diverse business, you’ll be in the best position to meet their needs.
The fee for the Veteran Owned Small Business Certification if ordered at the time of formation of the company is $750.
Florida Disadvantaged Business Enterprise (DBE) Certification
The Florida DBE Program, is intended to remedy past and current discrimination against disadvantaged business enterprises, ensure a level playing field and foster equal opportunity and non-discrimination in State assisted contracts, improve the flexibility and efficiency of the DBE program, and reduce burdens on small businesses.
Your business can qualify for this certification if:
Your business can qualify for this certification if:
- The owner is a member of a socially and economically disadvantaged presumptive group (Black Americans, Hispanics, Native Americans, Asian-Pacific and Subcontinent Asian Americans, or women, and
- Your business is a for-profit business at least 51%-owned by a socially and economically disadvantaged individual(s) who also controls the firm, and,
- The disadvantaged owner a U.S. citizen or lawfully admitted permanent resident of the U.S., and,
- Your firm is a small business that meets the Small Business Administration's (SBA's) size standard and does not exceed $23.98 million in gross annual receipts, and,
- Your personal net worth is less than $1.32 million.
Minority Owned Businesses (MBE) Certification
Minority Owned Businesses (MBE) Certification
A minority-owned business is a for-profit enterprise, regardless of size, physically located in the United States or its trust territories, which is owned, operated and controlled by minority group members. "Minority group members" are United States citizens who are Asian, Black, Hispanic and Native American. Ownership by minority means the business is at least 51% owned by such individuals. Further, the management and daily operations are controlled by those minority group members. The fee for Minority Owned Business Certification if ordered at the time of formation of the company is $750.
You select the Certifying Organization. Choose from any of the individual states in the US, any county in the US, National Minority Supplier Development Council, Disadvantaged Business Enterprise Certification, Small Business Administrations 8a Certification or Federal Small Disadvantaged Business designation. The fee for Minority Owned Business Certification if ordered at the time of formation of the company is $750.
Service Agreement
If your General Partnership is a service business, youÆll need a Service Agreement.
The bedrock foundation of many service businesses is a customized written agreement entered into with its customers. Many franchises sold for tens of thousands of dollars are business formats revolving around a Service Agreement. The key with a Service Agreement is to make it work as a marketing tool offering the business services in the widest variety of formats to your customers. For example, a one-time use customer needs to be converted to a monthly, quarterly or annual type repeat customer. At Spiegel & Utrera we want to help you get, and keep, your customers while looking professional and at the same time maximizing each sale with a friendly service agreement. A Service Agreement starts at $367.95 up to $897.95 depending upon its complexity if ordered at the time of forming your General Partnership. We will prepare a draft of your Service Agreement and deliver the draft by fax or email to you for your review. Once you have had an opportunity to review the Service Agreement we will meet over the telephone to discuss the various aspects of the draft Service Agreement. Thereafter, Spiegel & Utrera will make changes to the Service Agreement to finalize it. Once the Service agreement has been finalized and delivered to you, you should take it to your printer to be printed and padded so it will always look professional and non-negotiable.
The bedrock foundation of many service businesses is a customized written agreement entered into with its customers. Many franchises sold for tens of thousands of dollars are business formats revolving around a Service Agreement. The key with a Service Agreement is to make it work as a marketing tool offering the business services in the widest variety of formats to your customers. For example, a one-time use customer needs to be converted to a monthly, quarterly or annual type repeat customer. At Spiegel & Utrera we want to help you get, and keep, your customers while looking professional and at the same time maximizing each sale with a friendly service agreement. A Service Agreement starts at $367.95 up to $897.95 depending upon its complexity if ordered at the time of forming your General Partnership. We will prepare a draft of your Service Agreement and deliver the draft by fax or email to you for your review. Once you have had an opportunity to review the Service Agreement we will meet over the telephone to discuss the various aspects of the draft Service Agreement. Thereafter, Spiegel & Utrera will make changes to the Service Agreement to finalize it. Once the Service agreement has been finalized and delivered to you, you should take it to your printer to be printed and padded so it will always look professional and non-negotiable.
Service Agreement
If your General Partnership is a service business, youÆll need a Service Agreement.
The bedrock foundation of many service businesses is a customized written agreement entered into with its customers. Many franchises sold for tens of thousands of dollars are business formats revolving around a Service Agreement. The key with a Service Agreement is to make it work as a marketing tool offering the business services in the widest variety of formats to your customers. For example, a one-time use customer needs to be converted to a monthly, quarterly or annual type repeat customer. At Spiegel & Utrera we want to help you get, and keep, your customers while looking professional and at the same time maximizing each sale with a friendly service agreement. A Service Agreement starts at $367.95 up to $897.95 depending upon its complexity if ordered at the time of forming your General Partnership. We will prepare a draft of your Service Agreement and deliver the draft by fax or email to you for your review. Once you have had an opportunity to review the Service Agreement we will meet over the telephone to discuss the various aspects of the draft Service Agreement. Thereafter, Spiegel & Utrera will make changes to the Service Agreement to finalize it. Once the Service agreement has been finalized and delivered to you, you should take it to your printer to be printed and padded so it will always look professional and non-negotiable.
The bedrock foundation of many service businesses is a customized written agreement entered into with its customers. Many franchises sold for tens of thousands of dollars are business formats revolving around a Service Agreement. The key with a Service Agreement is to make it work as a marketing tool offering the business services in the widest variety of formats to your customers. For example, a one-time use customer needs to be converted to a monthly, quarterly or annual type repeat customer. At Spiegel & Utrera we want to help you get, and keep, your customers while looking professional and at the same time maximizing each sale with a friendly service agreement. A Service Agreement starts at $367.95 up to $897.95 depending upon its complexity if ordered at the time of forming your General Partnership. We will prepare a draft of your Service Agreement and deliver the draft by fax or email to you for your review. Once you have had an opportunity to review the Service Agreement we will meet over the telephone to discuss the various aspects of the draft Service Agreement. Thereafter, Spiegel & Utrera will make changes to the Service Agreement to finalize it. Once the Service agreement has been finalized and delivered to you, you should take it to your printer to be printed and padded so it will always look professional and non-negotiable.
Additional Spiegel & Utrera, P.A. General Counsel Club Cards
Enable your other officers, members, beneficiaries, trustees and employees to access the Spiegel & Utrera, P.A. General Counsel Club to answer their legal questions and address any legal concerns they have. Select this service to receive one additional Spiegel & Utrera, P.A. General Counsel Club Card at a cost of just $59.95. If you would like to order more than one additional card, you may do so when confirming your order with an associate of Spiegel & Utrera, P.A.
Additional Spiegel & Utrera, P.A. General Counsel Club Cards
Enable your other officers, members, beneficiaries, trustees and employees to access the Spiegel & Utrera, P.A. General Counsel Club to answer their legal questions and address any legal concerns they have. Select this service to receive one additional Spiegel & Utrera, P.A. General Counsel Club Card at a cost of just $59.95. If you would like to order more than one additional card, you may do so when confirming your order with an associate of Spiegel & Utrera, P.A.
Minority Owned Businesses (MBE) Certification
Minority Owned Businesses (MBE) Certification
A minority-owned business is a for-profit enterprise, regardless of size, physically located in the United States or its trust territories, which is owned, operated and controlled by minority group members. "Minority group members" are United States citizens who are Asian, Black, Hispanic and Native American. Ownership by minority means the business is at least 51% owned by such individuals. Further, the management and daily operations are controlled by those minority group members. The fee for Minority Owned Business Certification if ordered at the time of formation of the company is $750.
You select the Certifying Organization. Choose from any of the individual states in the US, any county in the US, National Minority Supplier Development Council, Disadvantaged Business Enterprise Certification, Small Business Administrations 8a Certification or Federal Small Disadvantaged Business designation. The fee for Minority Owned Business Certification if ordered at the time of formation of the company is $750.
Women Owned Business (WBE) Certification
Women Owned Businesses (WBE) Certification
A women-owned business is a for-profit enterprise, regardless of size, physically located in the United States or its trust territories, which is owned, operated and controlled by women members. The women who qualify the business must be U.S. citizens. Ownership by women means the business is at least 51% owned by women. Further, the management and daily operations are controlled by those women members. The fee for Women Owned Business Certification if ordered at the time of formation of the company is $750.
You select the Certifying Organization. Choose from any of the individual states in the US, any county in the US, Women's Business Enterprise National Council, National Minority Supplier Development Council, Disadvantaged Business Enterprise Certification, Small Business Administrations 8a Certification or Federal Small Disadvantaged Business designation. The fee for Women Owned Business Certification if ordered at the time of formation of the company is $750.
Women Owned Business (WBE) Certification
Women Owned Businesses (WBE) Certification
A women-owned business is a for-profit enterprise, regardless of size, physically located in the United States or its trust territories, which is owned, operated and controlled by women members. The women who qualify the business must be U.S. citizens. Ownership by women means the business is at least 51% owned by women. Further, the management and daily operations are controlled by those women members. The fee for Women Owned Business Certification if ordered at the time of formation of the company is $750.
You select the Certifying Organization. Choose from any of the individual states in the US, any county in the US, Women's Business Enterprise National Council, National Minority Supplier Development Council, Disadvantaged Business Enterprise Certification, Small Business Administrations 8a Certification or Federal Small Disadvantaged Business designation. The fee for Women Owned Business Certification if ordered at the time of formation of the company is $750.
Spiegel & Utrera, P.A. General Counsel Club & Registered Agent Service with Attorney Client Privilege
Experienced Legal Advice to Help You Save Money with Added Confidentiality Protection.
Let Spiegel & Utrera, P.A. help you grow your business.
Our firm has what we call the ôGeneral Counsel Clubö. Select this valuable service at the time of ordering your Partnership and receive an additional one month Bonus û so that your first year of service will cover 13 months PLUS take a $50 discount, so you pay only $89.95 for the first 13 months of service. You get:
Unlimited telephone consultations all year long on matters relating to legal and strategic business advice;
Our firm will prepare the Notice and Minutes of your PartnershipÆs Annual Meeting of Partners;
Our firm will act as your PartnershipÆs General Counsel;
Our firm will comply with all statutes and applicable laws relating to your PartnershipÆs Registered Agent & Registered Office. Be aware that when Spiegel & Utrera, P.A. serves as your General Counsel, Registered Agent and Registered Office, the Attorney-Client Privilege is in effect. What does this mean? For example, letÆs say Spiegel & Utrera, P.A. receives a subpoena to produce information about the formation of your Corporation, LLC, Partnership or Trust because of alimony, child support, bankruptcy, debt collection, foreclosure, IRS, tax collection, government enforcement action, criminal matter or anything else, Spiegel & Utrera, P.A. is duty bound not to disclose any information contained in any client communications whether oral or written. That includes any order for a Corporation, LLC, Partnership or Trust and any communications, whether from you or Spiegel & Utrera, P.A. Communications between an attorney and client are privileged from disclosures and such attorney-client privileged information will not be disclosed. See Upjohn Co. v. United States, 449 U.S. 383 (1981). The attorney-client privilege recognizes that sound legal advice or advocacy serves public ends and that such advice or advocacy depends upon the lawyer being fully informed by the client. Trammel v. United States, 445 U.S. 40, 51, 100 S.Ct. 906,913, 63 L.Ed.2d 186 (1980). Further, the attorney-client privilege applies indefinitely and termination of attorney-client relationship does not terminate the attorney-client privilege. Swidler & Berlin v. United States, 524 U.S. 399 (1998). This is powerful legal precedent to have working for you and you can only obtain it from a lawyer. A non-lawyer Registered Agent or Registered Office service does not offer this valuable confidentiality protection;
Our firm will review all mandatory State Partnership filing documents as required by the Secretary of State;
You will receive our firmÆs newsletter, ôEntrepreneurÆs Alert«ö, which is published six times a year and provides valuable insight into running your business from a legal and business point of view.
Spiegel & Utrera, P.A. General Counsel Club & Registered Agent Service with Attorney Client Privilege
Experienced Legal Advice to Help You Save Money with Added Confidentiality Protection.
Let Spiegel & Utrera, P.A. help you grow your business.
Our firm has what we call the ôGeneral Counsel Clubö. Select this valuable service at the time of ordering your Partnership and receive an additional one month Bonus û so that your first year of service will cover 13 months PLUS take a $50 discount, so you pay only $89.95 for the first 13 months of service. You get:
Unlimited telephone consultations all year long on matters relating to legal and strategic business advice;
Our firm will prepare the Notice and Minutes of your PartnershipÆs Annual Meeting of Partners;
Our firm will act as your PartnershipÆs General Counsel;
Our firm will comply with all statutes and applicable laws relating to your PartnershipÆs Registered Agent & Registered Office. Be aware that when Spiegel & Utrera, P.A. serves as your General Counsel, Registered Agent and Registered Office, the Attorney-Client Privilege is in effect. What does this mean? For example, letÆs say Spiegel & Utrera, P.A. receives a subpoena to produce information about the formation of your Corporation, LLC, Partnership or Trust because of alimony, child support, bankruptcy, debt collection, foreclosure, IRS, tax collection, government enforcement action, criminal matter or anything else, Spiegel & Utrera, P.A. is duty bound not to disclose any information contained in any client communications whether oral or written. That includes any order for a Corporation, LLC, Partnership or Trust and any communications, whether from you or Spiegel & Utrera, P.A. Communications between an attorney and client are privileged from disclosures and such attorney-client privileged information will not be disclosed. See Upjohn Co. v. United States, 449 U.S. 383 (1981). The attorney-client privilege recognizes that sound legal advice or advocacy serves public ends and that such advice or advocacy depends upon the lawyer being fully informed by the client. Trammel v. United States, 445 U.S. 40, 51, 100 S.Ct. 906,913, 63 L.Ed.2d 186 (1980). Further, the attorney-client privilege applies indefinitely and termination of attorney-client relationship does not terminate the attorney-client privilege. Swidler & Berlin v. United States, 524 U.S. 399 (1998). This is powerful legal precedent to have working for you and you can only obtain it from a lawyer. A non-lawyer Registered Agent or Registered Office service does not offer this valuable confidentiality protection;
Our firm will review all mandatory State Partnership filing documents as required by the Secretary of State;
You will receive our firmÆs newsletter, ôEntrepreneurÆs Alert«ö, which is published six times a year and provides valuable insight into running your business from a legal and business point of view.
Start-Up Essentials
Start-Up Essentials
System for Award Management (SAM) Number
SAM is web-based, US government-wide application that collects, validates and disseminates business information about the federal government’s private providers in support of the contract awards, grants and electronic payment processes. You must complete your System for Award Management (SAM) Registration in order to work as a federal contractor or to be able to apply for federal grants. At Spiegel & Utrera, P.A. we can help you register to do business with the US government. To complete your SAM Registration, you must first have a D&B Number and a Federal Tax Identification Number. If ordered at the time of forming your entity, the fee for your System for Award Management (SAM) Registration is $249.95.
System for Award Management (SAM) Number
SAM is web-based, US government-wide application that collects, validates and disseminates business information about the federal government’s private providers in support of the contract awards, grants and electronic payment processes. You must complete your System for Award Management (SAM) Registration in order to work as a federal contractor or to be able to apply for federal grants. At Spiegel & Utrera, P.A. we can help you register to do business with the US government. To complete your SAM Registration, you must first have a D&B Number and a Federal Tax Identification Number. If ordered at the time of forming your entity, the fee for your System for Award Management (SAM) Registration is $249.95.
.BENEFICIAL OWNERSHIP INFORMATION REPORT – REQUIRED BY FEDERAL LAW
The Corporate Transparency Act creates a new beneficial ownership information reporting requirement. Entities are required by the “The Corporate Transparency Act” to report beneficial ownership information to the U.S. Department of the Treasury. As specified in the Corporate Transparency Act, a person who willfully violates the BOI reporting requirements may be subject to criminal penalties of up to two years imprisonment and a fine of up to $10,000. That person may also be subject to civil penalties of up to $500 for each day that the violation continues.
If ordered at the time of forming your entity, Spiegel & Utrera, P.A. can file the required Beneficial Owner Information Report on your behalf starting at $39.95 if ordered after the formation of your entity.
If ordered at the time of forming your entity, Spiegel & Utrera, P.A. can file the required Beneficial Owner Information Report on your behalf starting at $39.95 if ordered after the formation of your entity.
Fictitious, Assumed, Alternate or DBA Name
If your company will hold itself out to the public, operate a website, engage in marketing or operate its business under any name other than its full and complete legal name, it is required by law, to register what is known as a Fictitious, Assumed, Alternate or DBA Name. This name is commonly called a DBA or doing business as. Our service is complete and includes a name search of your fictitious name, preparation of all company resolutions, a publication kit and affidavit along with the filing of all documents and payment of all filing fees to the State of Formation. If ordered at the time of forming your company, we offer this service for an additional $367.95. Please bear in mind that the service completion time begins with the formation of your new company and relates to the preparation of the documentation by Spiegel & Utrera, P.A.
Fictitious, Assumed, Alternate or DBA Name
If your company will hold itself out to the public, operate a website, engage in marketing or operate its business under any name other than its full and complete legal name, it is required by law, to register what is known as a Fictitious, Assumed, Alternate or DBA Name. This name is commonly called a DBA or doing business as. Our service is complete and includes a name search of your fictitious name, preparation of all company resolutions, a publication kit and affidavit along with the filing of all documents and payment of all filing fees to the State of Formation. If ordered at the time of forming your company, we offer this service for an additional $367.95. Please bear in mind that the service completion time begins with the formation of your new company and relates to the preparation of the documentation by Spiegel & Utrera, P.A.
.BENEFICIAL OWNERSHIP INFORMATION REPORT – REQUIRED BY FEDERAL LAW
The Corporate Transparency Act creates a new beneficial ownership information reporting requirement. Entities are required by the “The Corporate Transparency Act” to report beneficial ownership information to the U.S. Department of the Treasury. As specified in the Corporate Transparency Act, a person who willfully violates the BOI reporting requirements may be subject to criminal penalties of up to two years imprisonment and a fine of up to $10,000. That person may also be subject to civil penalties of up to $500 for each day that the violation continues.
If ordered at the time of forming your entity, Spiegel & Utrera, P.A. can file the required Beneficial Owner Information Report on your behalf starting at $39.95 if ordered after the formation of your entity.
If ordered at the time of forming your entity, Spiegel & Utrera, P.A. can file the required Beneficial Owner Information Report on your behalf starting at $39.95 if ordered after the formation of your entity.
Mail Forwarding Service
If you have not set up your General Partnership office or you want your attorney to receive your General Partnership mail, you may use any Spiegel & Utrera, P.C. office address as your mailing address. Our mail forwarding service is only $15 per month. There is a six month minimum order. There is also an initial postage deposit of $25, additional postage/shipping, if any, will be billed separately. However, this mail forwarding service may only be cancelled in writing. For our mail forwarding service terms and conditions, click here. However, please note that this service does not include our One Time Use of Spiegel and Utrera, P.C. Address.
Common Law Trademark Search and Attorney Opinion
Avoid the problem, because of your business name, of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a Common Law Trademark Search and Attorney Opinion. Search includes Marks that are in use but may not be registered with the United States Government or a State and an opinion as to the results of the search. The results of a Common Law Search can be very important because whoever uses a Mark first generally has a superior right to the name. The cost at the time of incorporating is only $250.
Common Law Trademark Search and Attorney Opinion
Avoid the problem, because of your business name, of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a Common Law Trademark Search and Attorney Opinion. Search includes Marks that are in use but may not be registered with the United States Government or a State and an opinion as to the results of the search. The results of a Common Law Search can be very important because whoever uses a Mark first generally has a superior right to the name. The cost at the time of incorporating is only $250.
ADDITIONAL SERVICES (NOT LISTED ON ORDER FORM) (view instructions below)
ADDITIONAL SERVICES (NOT LISTED ON ORDER FORM) (view instructions below)
Add one service per associated field. Separate services with commas if you need more space.
IMPORTANT, first select the checkbox associated with this "service" and then enter the service name(s) and the total price.
Select update when finished with services.
Mail Forwarding Service
If you have not set up your General Partnership office or you want your attorney to receive your General Partnership mail, you may use any Spiegel & Utrera, P.C. office address as your mailing address. Our mail forwarding service is only $15 per month. There is a six month minimum order. There is also an initial postage deposit of $25, additional postage/shipping, if any, will be billed separately. However, this mail forwarding service may only be cancelled in writing. For our mail forwarding service terms and conditions, click here. However, please note that this service does not include our One Time Use of Spiegel and Utrera, P.C. Address.
State Trademark or Servicemark Search and Attorney Opinion
Selecting someone else’s business name can be a very expensive business lesson that can be avoided. Avoid the problem of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a State Trademark or Servicemark Search and Attorney Opinion. The state search includes a thorough examination of Trademarks registered in a particular state and an opinion as to the results of the search. The price for a Trademark search is $99.95 per State for up to three words. More than 3 words would be $50 per additional word per state.
State Trademark or Servicemark Search and Attorney Opinion
Selecting someone else’s business name can be a very expensive business lesson that can be avoided. Avoid the problem of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a State Trademark or Servicemark Search and Attorney Opinion. The state search includes a thorough examination of Trademarks registered in a particular state and an opinion as to the results of the search. The price for a Trademark search is $99.95 per State for up to three words. More than 3 words would be $50 per additional word per state.
Taxpayer Identification Number for Foreigners (ITIN)
An Individual Taxpayer Identification Number is a tax processing number only available for certain nonresident and resident aliens, their spouses and dependants who cannot get a Social Security Number. It is a 9-digit number, beginning with the number “9”, formatted like a Social Security Number (NNN-NN-NNNN). Spiegel & Utrera, P.A. will prepare all the documentation necessary for you in order to obtain your Individual Taxpayer Identification Number. At AmeriLawyer, we have been approved as a Certifying Acceptance Agent by the United States Department of the Treasury, Internal Revenue Service. As such, we are authorized to expedite the processing of your Individual Taxpayer Identification Number. The charge for this service is $299.95.
Taxpayer Identification Number for Foreigners (ITIN)
An Individual Taxpayer Identification Number is a tax processing number only available for certain nonresident and resident aliens, their spouses and dependants who cannot get a Social Security Number. It is a 9-digit number, beginning with the number “9”, formatted like a Social Security Number (NNN-NN-NNNN). Spiegel & Utrera, P.A. will prepare all the documentation necessary for you in order to obtain your Individual Taxpayer Identification Number. At AmeriLawyer, we have been approved as a Certifying Acceptance Agent by the United States Department of the Treasury, Internal Revenue Service. As such, we are authorized to expedite the processing of your Individual Taxpayer Identification Number. The charge for this service is $299.95.
USDOT Number Registration
Companies that operate commercial vehicles transporting passengers or hauling cargo in interstate commerce must be registered and must have a USDOT Number. A USDOT Number is generally for vehicles involved in interstate commerce that have a gross combination weight of 10,0001 pounds or more or designed or used to transport more than 8 passengers (including the driver) for compensation or designed or used to transport more than 15 passengers (including the driver) and is not used to transport passengers for compensation. Also, commercial intrastate hazardous materials carriers who haul quantities requiring a safety permit must register for a USDOT Number. If ordered at the time of forming your Partnership, the fee for a USDOT Number is $367.95 plus applicable government application fee depending upon your particular activities.
USDOT Number Registration
Companies that operate commercial vehicles transporting passengers or hauling cargo in interstate commerce must be registered and must have a USDOT Number. A USDOT Number is generally for vehicles involved in interstate commerce that have a gross combination weight of 10,0001 pounds or more or designed or used to transport more than 8 passengers (including the driver) for compensation or designed or used to transport more than 15 passengers (including the driver) and is not used to transport passengers for compensation. Also, commercial intrastate hazardous materials carriers who haul quantities requiring a safety permit must register for a USDOT Number. If ordered at the time of forming your Partnership, the fee for a USDOT Number is $367.95 plus applicable government application fee depending upon your particular activities.
Business License
The Business License package will give you the license, permit & tax registration information as well as the actual applications for your business.
- The package is complete and will provide you with an overview of the licenses, permits and tax registration required for your business.
- Licensing authority, contact information, including name, address, telephone number, etc.
- Detailed information on how much money to send with each application and where to send it.
- The actual license, permit and tax registration applications and associated documents.
Business License
The Business License package will give you the license, permit & tax registration information as well as the actual applications for your business.
- The package is complete and will provide you with an overview of the licenses, permits and tax registration required for your business.
- Licensing authority, contact information, including name, address, telephone number, etc.
- Detailed information on how much money to send with each application and where to send it.
- The actual license, permit and tax registration applications and associated documents.
Certificate of Good Standing (3 to 5 Business Days)
A Certificate of Good Standing is a document issued by the state that shows that your Partnership has met its statutory requirements and is authorized to do business in that state. Among other things, a Certificate of Good Standing confirms that your Partnership is up to date on its state fee payments, has filed its annual report and has paid its franchise taxes. Certificates of Good Standing are frequently requested by state governments if you are applying for a foreign qualification in that state, lenders when you are trying to obtain financing, banks for certain transactions, and evidence in order to obtain or renew licenses or permits. If ordered at the time of forming your Partnership, the fee for a Certificate of Good Standing is $67.95 for regular service of approximately 3 to 5 business days.
Federal Trademark or Servicemark Search and Attorney Opinion
Selecting someone else’s business name can be a very expensive business lesson that can be avoided. Avoid the problem of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a search of the United States Government's records including Marks that have been registered and are currently pending registration and an opinion as to the results of the search. The cost at the time of incorporating is only $275. More than 3 words would be $50 per additional word.
Certificate of Good Standing (3 to 5 Business Days)
A Certificate of Good Standing is a document issued by the state that shows that your Partnership has met its statutory requirements and is authorized to do business in that state. Among other things, a Certificate of Good Standing confirms that your Partnership is up to date on its state fee payments, has filed its annual report and has paid its franchise taxes. Certificates of Good Standing are frequently requested by state governments if you are applying for a foreign qualification in that state, lenders when you are trying to obtain financing, banks for certain transactions, and evidence in order to obtain or renew licenses or permits. If ordered at the time of forming your Partnership, the fee for a Certificate of Good Standing is $67.95 for regular service of approximately 3 to 5 business days.
Combo Search and Attorney Opinion
Avoid the problem, because of your business name, of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a Combo Search and Attorney Opinion. Combo search includes the U.S. Government, one State and Common Law search and an opinion as to the results of the search. This assures the most comprehensive investigation. The Mark must only consist of up to three words. The cost at the time of incorporating is only $524.95. You receive a savings of $100 by ordering these searches now. More than 3 words would be $50 per additional word per state. Additional states are $50 per state.
Combo Search and Attorney Opinion
Avoid the problem, because of your business name, of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a Combo Search and Attorney Opinion. Combo search includes the U.S. Government, one State and Common Law search and an opinion as to the results of the search. This assures the most comprehensive investigation. The Mark must only consist of up to three words. The cost at the time of incorporating is only $524.95. You receive a savings of $100 by ordering these searches now. More than 3 words would be $50 per additional word per state. Additional states are $50 per state.
Federal Tax ID Number
The equivalent of a social security number for a General Partnership. You will need it to operate your business and open a bank account for the General Partnership. We can obtain this number for you and the advantage of allowing us to get it for your General Partnership, is that we will deliver it with your General Partnership for only $35, so you may open your bank account immediately. If you are a Foreign National without a United States Taxpayer Identification Number or a United States Social Security Number, the charge for the Federal Tax ID Number is $110.
Federal Tax ID Number
The equivalent of a social security number for a General Partnership. You will need it to operate your business and open a bank account for the General Partnership. We can obtain this number for you and the advantage of allowing us to get it for your General Partnership, is that we will deliver it with your General Partnership for only $35, so you may open your bank account immediately. If you are a Foreign National without a United States Taxpayer Identification Number or a United States Social Security Number, the charge for the Federal Tax ID Number is $110.
Anonymity
For privacy reasons, many clients prefer not to disclose their identity when filing a company. This can be accomplished with our anonymous company filing. This service is only available at the time of filing your company. The additional fee for this service is a one time charge of $50.
Please note that in Florida many banks, Florida Department of Revenue - Sales Tax Division and the Florida Bureau of Worker's Compensation require that some Partners not be anonymous. However, you may still take advantage of this anonymity by insuring that the General Partnership 's other Partner(s) will remain anonymous.
Anonymity
For privacy reasons, many clients prefer not to disclose their identity when filing a company. This can be accomplished with our anonymous company filing. This service is only available at the time of filing your company. The additional fee for this service is a one time charge of $50.
Please note that in Florida many banks, Florida Department of Revenue - Sales Tax Division and the Florida Bureau of Worker's Compensation require that some Partners not be anonymous. However, you may still take advantage of this anonymity by insuring that the General Partnership 's other Partner(s) will remain anonymous.
Premium Mail Forwarding Service Add-on
Premium Mail Service Add-on (Username and Password Protected, Uploaded to a Secure Internet Folder)
Once you have ordered our Mail Forwarding Service, you may also select our Premium Mail Forwarding Service add-on. When you have the Spiegel & Utrera, P.A. Premium Mail Forwarding Service add-on, we will open your Certified, Registered and First Class Mail and upload it to a secure Internet folder for you to review or download. You will be assigned a Username and Password to access your secure Internet folder. The charge for the Spiegel & Utrera, P.A. Premium Mail Service is $40 per month with a six month minimum order and you must maintain an active mail forwarding service. The mail forwarding service add-on includes up to 20 mail pieces or up to 100 scans per week. There after additional charges shall apply.
Premium Mail Forwarding Service Add-on
Premium Mail Service Add-on (Username and Password Protected, Uploaded to a Secure Internet Folder)
Once you have ordered our Mail Forwarding Service, you may also select our Premium Mail Forwarding Service add-on. When you have the Spiegel & Utrera, P.A. Premium Mail Forwarding Service add-on, we will open your Certified, Registered and First Class Mail and upload it to a secure Internet folder for you to review or download. You will be assigned a Username and Password to access your secure Internet folder. The charge for the Spiegel & Utrera, P.A. Premium Mail Service is $40 per month with a six month minimum order and you must maintain an active mail forwarding service. The mail forwarding service add-on includes up to 20 mail pieces or up to 100 scans per week. There after additional charges shall apply.
Federal Trademark or Servicemark Search and Attorney Opinion
Selecting someone else’s business name can be a very expensive business lesson that can be avoided. Avoid the problem of having you and your business accused of Trademark Infringement and the possible litigation stemming from State and/or Trademark Infringement by allowing Spiegel & Utrera, P.A. to do a search of the United States Government's records including Marks that have been registered and are currently pending registration and an opinion as to the results of the search. The cost at the time of incorporating is only $275. More than 3 words would be $50 per additional word.
ADDITIONAL SERVICES (NOT LISTED ON ORDER FORM) (view instructions below)
ADDITIONAL SERVICES (NOT LISTED ON ORDER FORM) (view instructions below)
Add one service per associated field. Separate services with commas if you need more space.
IMPORTANT, first select the checkbox associated with this "service" and then enter the service name(s) and the total price.
Select update when finished with services.
Florida Sales Tax Number
This account number allows you to buy goods for resale or export and not pay any State of Florida sales tax. We can initiate the documentation for you to obtain this number. The fee to prepare the documents is $267.95 when included as part of your General Partnership formation package.
Florida Sales Tax Number
This account number allows you to buy goods for resale or export and not pay any State of Florida sales tax. We can initiate the documentation for you to obtain this number. The fee to prepare the documents is $267.95 when included as part of your General Partnership formation package.
Bank Letter
This is an attorney opinion letter prepared by Spiegel & Utrera, P.A. to assist and facilitate the opening of your Partnership’s initial bank account. Due to heighten security, identify theft and fraud, many Banks require substantiation from the Partnership’s attorney as to the identities of the Partnership’s Partners. Spiegel & Utrera, P.A. will prepare and execute an Attorney Opinion Letter identifying your Partnership’s Partners. This Bank Letter will then be presented by you at any Bank you chose to open your Partnership’s initial Bank Account. You should be aware that this Attorney Opinion Letter is time sensitive and should be presented at a Bank within a reasonable period of time after you receive your Partnership Book and Records from Spiegel and Utrera, P.A., otherwise a Bank may not accept the letter. The charge for the Bank Letter, if ordered at the time of forming your Partnership, is $149.95. It is very important to understand that if you do not order the Attorney Opinion Letter at the time of forming your Partnership but order after the delivery of your Partnership Records and Book, the charge for the Attorney Opinion Letter will be $499.95, please understand this increased charge is necessitated because of the additional work which must be undertaken by Spiegel & Utrera, P.A. including public records examination, the return by you of the Partnership Records and Book to Spiegel & Utrera, P.A. for review and examination and the preparation of statements and/or affidavits which must be prepared by Spiegel & Utrera, P.A. for execution by you so as to enable Spiegel & Utrera, P.A. to prepare the Attorney Opinion Letter.
Bank Letter
This is an attorney opinion letter prepared by Spiegel & Utrera, P.A. to assist and facilitate the opening of your Partnership’s initial bank account. Due to heighten security, identify theft and fraud, many Banks require substantiation from the Partnership’s attorney as to the identities of the Partnership’s Partners. Spiegel & Utrera, P.A. will prepare and execute an Attorney Opinion Letter identifying your Partnership’s Partners. This Bank Letter will then be presented by you at any Bank you chose to open your Partnership’s initial Bank Account. You should be aware that this Attorney Opinion Letter is time sensitive and should be presented at a Bank within a reasonable period of time after you receive your Partnership Book and Records from Spiegel and Utrera, P.A., otherwise a Bank may not accept the letter. The charge for the Bank Letter, if ordered at the time of forming your Partnership, is $149.95. It is very important to understand that if you do not order the Attorney Opinion Letter at the time of forming your Partnership but order after the delivery of your Partnership Records and Book, the charge for the Attorney Opinion Letter will be $499.95, please understand this increased charge is necessitated because of the additional work which must be undertaken by Spiegel & Utrera, P.A. including public records examination, the return by you of the Partnership Records and Book to Spiegel & Utrera, P.A. for review and examination and the preparation of statements and/or affidavits which must be prepared by Spiegel & Utrera, P.A. for execution by you so as to enable Spiegel & Utrera, P.A. to prepare the Attorney Opinion Letter.
Certificate of Good Standing (1 to 2 Business Days)
A Certificate of Good Standing is a document issued by the state that shows that your Partnership has met its statutory requirements and is authorized to do business in that state. Among other things, a Certificate of Good Standing confirms that your Partnership is up to date on its state fee payments, has filed its annual report and has paid its franchise taxes. Certificates of Good Standing are frequently requested by state governments if you are applying for a foreign qualification in that state, lenders when you are trying to obtain financing, banks for certain transactions, and evidence in order to obtain or renew licenses or permits. If ordered at the time of forming your Partnership, the fee for a Certificate of Good Standing is $142.95 for expedited service of 1 to 2 business days.
Certificate of Good Standing (1 to 2 Business Days)
A Certificate of Good Standing is a document issued by the state that shows that your Partnership has met its statutory requirements and is authorized to do business in that state. Among other things, a Certificate of Good Standing confirms that your Partnership is up to date on its state fee payments, has filed its annual report and has paid its franchise taxes. Certificates of Good Standing are frequently requested by state governments if you are applying for a foreign qualification in that state, lenders when you are trying to obtain financing, banks for certain transactions, and evidence in order to obtain or renew licenses or permits. If ordered at the time of forming your Partnership, the fee for a Certificate of Good Standing is $142.95 for expedited service of 1 to 2 business days.
How to Save Money on Taxes
How to Save Money on Taxes
Motor Vehicle Lease
If you use your vehicle for business purposes, it is usually much more advantageous to keep the vehicle in your name and lease the vehicle to the General Partnership. The typical tax savings under this type of arrangement ranges between $1,500 and $3,000 per tax year. As an added bonus to our clients, we draft the lease in such a manner that its automatically renewable from year to year at no additional charge. We can prepare the lease for only $150 when ordered with formation of your General Partnership.
Motor Vehicle Lease
If you use your vehicle for business purposes, it is usually much more advantageous to keep the vehicle in your name and lease the vehicle to the General Partnership. The typical tax savings under this type of arrangement ranges between $1,500 and $3,000 per tax year. As an added bonus to our clients, we draft the lease in such a manner that its automatically renewable from year to year at no additional charge. We can prepare the lease for only $150 when ordered with formation of your General Partnership.
Office Equipment Lease
A lease which details the leasing of office equipment by a business. Once again, by leasing equipment to the General Partnership, you create a legitimate business expense for the General Partnership and a Tax Deduction. Typically, the tax savings under this type of arrangement can exceed $1,000 per tax year. As an added bonus to our clients, we draft the lease in such a manner that it's automatically renewable from year to year without additional charge. The cost for an Office Equipment Lease is only $150, when ordered with the formation of your General Partnership.
Office Equipment Lease
A lease which details the leasing of office equipment by a business. Once again, by leasing equipment to the General Partnership, you create a legitimate business expense for the General Partnership and a Tax Deduction. Typically, the tax savings under this type of arrangement can exceed $1,000 per tax year. As an added bonus to our clients, we draft the lease in such a manner that it's automatically renewable from year to year without additional charge. The cost for an Office Equipment Lease is only $150, when ordered with the formation of your General Partnership.
Home Office Lease
Agreement detailing the leasing of office space by a homeowner or tenant with a General Partnership for use as the General Partnership's principal place of business. The typical tax savings under this agreement can exceed $1,200 per year. The Home Office Lease is only $150 when ordered with your General Partnership, and as an added bonus to our clients, we draft the Lease in such a manner that it is automatically renewable from year to year at no additional charge.
Home Office Lease
Agreement detailing the leasing of office space by a homeowner or tenant with a General Partnership for use as the General Partnership's principal place of business. The typical tax savings under this agreement can exceed $1,200 per year. The Home Office Lease is only $150 when ordered with your General Partnership, and as an added bonus to our clients, we draft the Lease in such a manner that it is automatically renewable from year to year at no additional charge.
Effectively Controlling Your Business
Effectively Controlling Your Business
Stock Options
An option to buy stock gives the holder the exclusive right for a specified period of time to purchase stock at the price and under the terms and conditions specified in the agreement. Although the option grantor is bound by the option and generally cannot revoke it, the option holder is not bound unless he exercises the option. Options are regarded as capital assets if the underlying property constitutes, or if acquired would constitute, a capital asset in the hands of the holder. The receipt of consideration for the option is not taxable until the option either is exercised or has lapsed. If the option is exercised, the consideration is treated as part of the selling price and included in computing the gain or loss in the sale of the stock. Since stock is generally a capital asset, gain or loss on the sale would be entitled to capital treatment, either long-term or short-term. The holding period for qualification for long-term capital treatment is more than one year. The sellerÆs holding period for the stock sold includes the period during which the option is outstanding. Upon the failure of the option holder to exercise the option, if the consideration is forfeited, the option grantor generally realizes short-term capital gain, but income is not realized until the time of forfeiture. An option holderÆs gain or loss upon a sale of the option, or loss upon a failure to exercise the option, would be entitled to capital gain treatment. The holding period of the option will determine whether long-term or short-term capital gain or loss is realized. For this purpose, if the loss is attributable to a failure to exercise the option, the option is deemed to have been sold on the day it expired. If the option is exercised, the consideration for the option is treated as part of the purchase price and is included in the option holderÆs basis for the stock purchased. The purchaserÆs holding period does not include the period curing which the option is outstanding.
Stock options can be utilized very effectively by an entrepreneur, for example:
Stock options can be utilized very effectively by an entrepreneur, for example:
- Stock is given to an employee, but if he leaves the employ, the corporation has the option to repurchase the employees stock at fixed or variable price.
- Stock in the corporation is sold to raise needed capital, but the corporation has the right to repurchase the stock in the future.
- For whatever reason a person would like to be a shareholder in the corporation but not now, an option to purchase stock is purchased from the corporation.
Stock Options
An option to buy stock gives the holder the exclusive right for a specified period of time to purchase stock at the price and under the terms and conditions specified in the agreement. Although the option grantor is bound by the option and generally cannot revoke it, the option holder is not bound unless he exercises the option. Options are regarded as capital assets if the underlying property constitutes, or if acquired would constitute, a capital asset in the hands of the holder. The receipt of consideration for the option is not taxable until the option either is exercised or has lapsed. If the option is exercised, the consideration is treated as part of the selling price and included in computing the gain or loss in the sale of the stock. Since stock is generally a capital asset, gain or loss on the sale would be entitled to capital treatment, either long-term or short-term. The holding period for qualification for long-term capital treatment is more than one year. The sellerÆs holding period for the stock sold includes the period during which the option is outstanding. Upon the failure of the option holder to exercise the option, if the consideration is forfeited, the option grantor generally realizes short-term capital gain, but income is not realized until the time of forfeiture. An option holderÆs gain or loss upon a sale of the option, or loss upon a failure to exercise the option, would be entitled to capital gain treatment. The holding period of the option will determine whether long-term or short-term capital gain or loss is realized. For this purpose, if the loss is attributable to a failure to exercise the option, the option is deemed to have been sold on the day it expired. If the option is exercised, the consideration for the option is treated as part of the purchase price and is included in the option holderÆs basis for the stock purchased. The purchaserÆs holding period does not include the period curing which the option is outstanding.
Stock options can be utilized very effectively by an entrepreneur, for example:
Stock options can be utilized very effectively by an entrepreneur, for example:
- Stock is given to an employee, but if he leaves the employ, the corporation has the option to repurchase the employees stock at fixed or variable price.
- Stock in the corporation is sold to raise needed capital, but the corporation has the right to repurchase the stock in the future.
- For whatever reason a person would like to be a shareholder in the corporation but not now, an option to purchase stock is purchased from the corporation.
Voting Trust
A voting trust is a device for combining the voting power of shareholders. It is not unlawful for shareholders to combine their voting stock for the election of directors so as to obtain or continue the control or management of a corporation. California Statutes limit the duration of voting trusts to a period of ten years. In order to avoid the invalidation of a voting trust, the applicable statutes should be strictly complied with. There are various situations in which a voting trust agreement may be used. It may be used when several shareholders wish to vote their respective stock as a unit. It also may be used for the special purpose of protecting corporate creditors. The general plan of a voting trust is controlled by the voting trust agreement; then the shareholders endorse their stock certificates to the voting trustee. The voting trustee surrenders these certificates to the corporation and the voting trustee receives in return new certificates issued in the name of the voting trustee, and the voting trustee votes the shares as principal, rather than as agent as in the case of proxies. For tax purposes, the voting trust certificate takes the place of the stock it represents. Tax transactions with respect to voting trust certificates are treated as transaction affecting the stock. A voting trust is not an association taxable as a corporation, because in itself it is not an enterprise for the carrying on of business for profit. Used correctly, the Voting Trust could be a useful tool for your corporation. The charge for Spiegel and Utrera, P.A. to form a Voting Trust for your company is only $767.95 if ordered at the time of incorporation.
Voting Trust
A voting trust is a device for combining the voting power of shareholders. It is not unlawful for shareholders to combine their voting stock for the election of directors so as to obtain or continue the control or management of a corporation. California Statutes limit the duration of voting trusts to a period of ten years. In order to avoid the invalidation of a voting trust, the applicable statutes should be strictly complied with. There are various situations in which a voting trust agreement may be used. It may be used when several shareholders wish to vote their respective stock as a unit. It also may be used for the special purpose of protecting corporate creditors. The general plan of a voting trust is controlled by the voting trust agreement; then the shareholders endorse their stock certificates to the voting trustee. The voting trustee surrenders these certificates to the corporation and the voting trustee receives in return new certificates issued in the name of the voting trustee, and the voting trustee votes the shares as principal, rather than as agent as in the case of proxies. For tax purposes, the voting trust certificate takes the place of the stock it represents. Tax transactions with respect to voting trust certificates are treated as transaction affecting the stock. A voting trust is not an association taxable as a corporation, because in itself it is not an enterprise for the carrying on of business for profit. Used correctly, the Voting Trust could be a useful tool for your corporation. The charge for Spiegel and Utrera, P.A. to form a Voting Trust for your company is only $767.95 if ordered at the time of incorporation.
Asset Protection / How to Protect Your Business
Asset Protection / How to Protect Your Business
Ownership Trust
Let Spiegel & Utrera, P.A. create an Ownership Trust while your Corporation is in the process of being formed. The Ownership Trust will own your Corporation, you will own the Ownership Trust. The benefits are many: (1) the ownership of your Corporation is held anonymously by the Ownership Trust; (2) the Ownership Trust is private and not filed in the public records; (3) your Ownership Trust may be modified, amended to revoked at any time during your lifetime so you may change the beneficiary of the Ownership Trust as many times as you like and, thereby, the ownership of your Corporation; (4) PROBATE IS AVOIDED and the ownership of the Corporation will be transferred immediately according to your wishes upon your death. The Ownership Trust is relatively inexpensive to form, $350 if ordered at the time of establishing your Corporation. The price includes one Trustee, one Successor Trustee and two Beneficiaries. Additional Trustees, Successor Trustees or Beneficiaries are $50 each. If not ordered at the time of establishing your Corporation, the Ownership Trust is $749.95
Ownership Trust
Let Spiegel & Utrera, P.A. create an Ownership Trust while your Corporation is in the process of being formed. The Ownership Trust will own your Corporation, you will own the Ownership Trust. The benefits are many: (1) the ownership of your Corporation is held anonymously by the Ownership Trust; (2) the Ownership Trust is private and not filed in the public records; (3) your Ownership Trust may be modified, amended to revoked at any time during your lifetime so you may change the beneficiary of the Ownership Trust as many times as you like and, thereby, the ownership of your Corporation; (4) PROBATE IS AVOIDED and the ownership of the Corporation will be transferred immediately according to your wishes upon your death. The Ownership Trust is relatively inexpensive to form, $350 if ordered at the time of establishing your Corporation. The price includes one Trustee, one Successor Trustee and two Beneficiaries. Additional Trustees, Successor Trustees or Beneficiaries are $50 each. If not ordered at the time of establishing your Corporation, the Ownership Trust is $749.95
Transfer on Death
The Transfer on Death designation is an agreement entered into between a Shareholder of the Corporation and the Corporation so that upon the death of the Shareholder, a transfer of the shares owned by the Shareholder would take place without going through probate. The Transfer on Death designation is possible because of the Florida Uniform Transfer on Death Security Registration Act. The charge for the Transfer on Death Registration documentation, minutes, resolutions and stock certificates is $350.00 if ordered at the time of formation of the Corporation.
Transfer on Death
The Transfer on Death designation is an agreement entered into between a Shareholder of the Corporation and the Corporation so that upon the death of the Shareholder, a transfer of the shares owned by the Shareholder would take place without going through probate. The Transfer on Death designation is possible because of the Florida Uniform Transfer on Death Security Registration Act. The charge for the Transfer on Death Registration documentation, minutes, resolutions and stock certificates is $350.00 if ordered at the time of formation of the Corporation.
E.U. Safe Harbor Website Privacy Policy
The European Commission’s Directive on Data Protection went into effect in October of 1998, and would prohibit the transfer of personal data to non-European Union countries that do not meet the European Union (E.U.) “adequacy” standard for privacy protection. While the United States and the E.U. share the goal of enhancing privacy protection for their citizens, the United States takes a different approach to privacy from that taken by the E.U. In order to bridge these differences in approach and provide a streamlined means for U.S. organizations to comply with the Directive, the U.S. Department of Commerce in consultation with the European Commission developed a “safe harbor” framework. If your partnership will be doing business with customers in the European Union, the privacy policy with the U.S.-E.U. Safe Harbor compliance, a number of important benefits will flow to your partnership including:
- All 28 Member States of the European Union will be bound by the European Commission’s finding of “adequacy”;
- Participating organizations will be deemed to provide “adequate” privacy protection;
- Members State requirements for prior approval of data transfers either will be waived or approval will be automatically granted;
- Claims brought by E.U. citizens against U.S. organizations will be heard, subject to limited exceptions, in the U.S. and;
- Compliance requirements are streamlined and cost-effective, which should particularly benefit small and medium enterprises.
E.U. Safe Harbor Website Privacy Policy
The European Commission’s Directive on Data Protection went into effect in October of 1998, and would prohibit the transfer of personal data to non-European Union countries that do not meet the European Union (E.U.) “adequacy” standard for privacy protection. While the United States and the E.U. share the goal of enhancing privacy protection for their citizens, the United States takes a different approach to privacy from that taken by the E.U. In order to bridge these differences in approach and provide a streamlined means for U.S. organizations to comply with the Directive, the U.S. Department of Commerce in consultation with the European Commission developed a “safe harbor” framework. If your partnership will be doing business with customers in the European Union, the privacy policy with the U.S.-E.U. Safe Harbor compliance, a number of important benefits will flow to your partnership including:
- All 28 Member States of the European Union will be bound by the European Commission’s finding of “adequacy”;
- Participating organizations will be deemed to provide “adequate” privacy protection;
- Members State requirements for prior approval of data transfers either will be waived or approval will be automatically granted;
- Claims brought by E.U. citizens against U.S. organizations will be heard, subject to limited exceptions, in the U.S. and;
- Compliance requirements are streamlined and cost-effective, which should particularly benefit small and medium enterprises.
Federal Copyright Your Website
A Federal Copyright is a form of protection provided by the laws of the United States for certain intellectual works. There are many reasons why you should copyright your website. One is because you wish to have the federal copyright in the public record and because before an infringement suit may be filed in court, registration is necessary for works originating in the United States. Also, your copyrighted and registered material may be eligible for statutory damages and attorney’s fees during litigation. If you register your website, that registration is in and of itself enough evidence to prove your ownership of the website. Once you have registered your website as a federal copyright, you may place the federal copyright symbol © your website. This shows everyone that your website is copyrighted and that it is protected under federal law. The charge for the Federal Copyright registration, if done at the time of incorporating, is $239.95, plus any government filing fee which will be paid at the time of the filing of the copyright registration.
Federal Copyright Your Website
A Federal Copyright is a form of protection provided by the laws of the United States for certain intellectual works. There are many reasons why you should copyright your website. One is because you wish to have the federal copyright in the public record and because before an infringement suit may be filed in court, registration is necessary for works originating in the United States. Also, your copyrighted and registered material may be eligible for statutory damages and attorney’s fees during litigation. If you register your website, that registration is in and of itself enough evidence to prove your ownership of the website. Once you have registered your website as a federal copyright, you may place the federal copyright symbol © your website. This shows everyone that your website is copyrighted and that it is protected under federal law. The charge for the Federal Copyright registration, if done at the time of incorporating, is $239.95, plus any government filing fee which will be paid at the time of the filing of the copyright registration.
Avoid Probate – Provide for the Disposition of the Ownership of your Partnership Interest Upon Your Death
Let Spiegel & Utrera, P.A. create an Ownership Trust while your Partnership is in the process of being formed. The Ownership Trust will own your Partnership Interest, you will own the Ownership Trust. The benefits are many: (1) the ownership of your Partnership Interest is held anonymously by a Trust; (2) the Ownership Trust is private and not filed in the public records; (3) your Ownership Trust may be modified, amended to revoked at any time during your lifetime so you may change the beneficiary of the Ownership Trust as many times as you like and, thereby, the ownership of your Partnership Interest; (4) PROBATE IS AVOIDED and the ownership of the Partnership Interest will be transferred immediately according to wishes direction upon your death. The Ownership Trust is relatively inexpensive to form, $350 if ordered at the time of establishing your Partnership.
Partner Divorce Protection Provisions in the Partners Restrictive Agreement for General Partnerships
Unfortunately, many eager entrepreneurs anticipate a successful business venture but never contemplate the ôdown side.ö Of course, our Firm recommends that individuals protect themselves by having business entities as Partners in the General Partnership to add an extra layer of limited liability protection, but what happens if a Partner is an individual that gets divorced? Will the General Partnership interest remain with the Partner or get awarded to the spouse as part of the divorce settlement? What happens if Partner tries to convey or assign their General Partnership interest to a spouse or former spouse to meet their obligations? A carefully drafted provision in the Partners restrictive agreement should afford a right of first refusal when a Partner wants to transfer their General Partnership interest by requiring a buyout of the General Partnership interest by the other Partners. Such a provision will protect the current Partners from potential ownership by divorced spouses or other possible sources of ownership conflict. For example, assume a General Partnership set up by husband John Smith, wife Pocahontas Smith, and son Al Smith. All are Partners, and son Al is married to Patti Smith. What happens if Al and Patti Smith file for a divorce? Provisions in the Partners Restrictive Agreement require that in the event of the filing of a divorce involving a Partner of the General Partnership, a notice is sent to the other Partners offering them a right of first refusal, which allow them to purchase Al SmithÆs General Partnership interest to avoid having Patti Smith as a Partner, especially after a nasty divorce. Furthermore, even if none of the Partners want to buy the General Partnership interest at issue, any transfer of General Partnership interest would require unanimous consent of the other Partners. Let us draft these special provisions to protect your partnership from divorce for an extra $75 when ordered with the Partners Restrictive Agreement at the time of formation or $150 thereafter.
Partner Divorce Protection Provisions in the Partners Restrictive Agreement for General Partnerships
Unfortunately, many eager entrepreneurs anticipate a successful business venture but never contemplate the ôdown side.ö Of course, our Firm recommends that individuals protect themselves by having business entities as Partners in the General Partnership to add an extra layer of limited liability protection, but what happens if a Partner is an individual that gets divorced? Will the General Partnership interest remain with the Partner or get awarded to the spouse as part of the divorce settlement? What happens if Partner tries to convey or assign their General Partnership interest to a spouse or former spouse to meet their obligations? A carefully drafted provision in the Partners restrictive agreement should afford a right of first refusal when a Partner wants to transfer their General Partnership interest by requiring a buyout of the General Partnership interest by the other Partners. Such a provision will protect the current Partners from potential ownership by divorced spouses or other possible sources of ownership conflict. For example, assume a General Partnership set up by husband John Smith, wife Pocahontas Smith, and son Al Smith. All are Partners, and son Al is married to Patti Smith. What happens if Al and Patti Smith file for a divorce? Provisions in the Partners Restrictive Agreement require that in the event of the filing of a divorce involving a Partner of the General Partnership, a notice is sent to the other Partners offering them a right of first refusal, which allow them to purchase Al SmithÆs General Partnership interest to avoid having Patti Smith as a Partner, especially after a nasty divorce. Furthermore, even if none of the Partners want to buy the General Partnership interest at issue, any transfer of General Partnership interest would require unanimous consent of the other Partners. Let us draft these special provisions to protect your partnership from divorce for an extra $75 when ordered with the Partners Restrictive Agreement at the time of formation or $150 thereafter.
Avoid Probate – Provide for the Disposition of the Ownership of your Partnership Interest Upon Your Death
Let Spiegel & Utrera, P.A. create an Ownership Trust while your Partnership is in the process of being formed. The Ownership Trust will own your Partnership Interest, you will own the Ownership Trust. The benefits are many: (1) the ownership of your Partnership Interest is held anonymously by a Trust; (2) the Ownership Trust is private and not filed in the public records; (3) your Ownership Trust may be modified, amended to revoked at any time during your lifetime so you may change the beneficiary of the Ownership Trust as many times as you like and, thereby, the ownership of your Partnership Interest; (4) PROBATE IS AVOIDED and the ownership of the Partnership Interest will be transferred immediately according to wishes direction upon your death. The Ownership Trust is relatively inexpensive to form, $350 if ordered at the time of establishing your Partnership.
Your Website's Privacy Policy
Establishing a website can create a myriad of issues regarding potential liabilities for the owner of the website. During the use of your website, the user must understand the Privacy Policy of your website. When prepared properly, the Privacy Policy is legally binding and helpful to maintain a high level of community trust because of transactions and/or interactions taking place. The goal of providing the Privacy Policy is to disclose all of the ways your website will respect the dignity of the user’s privacy. The Privacy Policy prepared by Spiegel & Utrera, P.A. for your website will include: Statement of Rights and Responsibilities; Sharing your Content and Information; Collection and Use of Information; Public Information; Registration and Account Security; Profile Content; Safety; Amendments; Limitation of Liability; Disclaimer; Waiver and Severability; Dispute Resolutions; Notices and Service of Process; Complaints; Controlling Law and Jurisdiction; Amendments and Notice of Changes and Entire Agreement Provisions. The preparation of Privacy Policy for your website costs only an additional $349.95 when ordered with the formation of your Partnership and initially comes to you for review so you may have an opportunity to make any revisions before being finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may easily post it on your website.
Partners Restrictive Agreement
We strongly recommend you enter into a Partner Restrictive Agreement. This agreement is entered into by the Partners and the General Partnership to enumerate and describe the rights and obligations of the Partners to each other and to the General Partnership. More particularly, it affords a right of first refusal where in the event a Partner wants to transfer their partnership interest it requires approval and/or a buyout by the other partners.
A draft of this agreement will be prepared as part of our service, so you may review the Agreement, make changes and discuss it with one of our Attorneys. Please bear in mind that this Agreement is customized specifically for your General Partnership. Normally, the fee to prepare such a comprehensive agreement of this nature would be $1,500 or more. However, your cost is only $249.95 if prepared in conjunction with the formation of your General Partnership.
Partners Restrictive Agreement
We strongly recommend you enter into a Partner Restrictive Agreement. This agreement is entered into by the Partners and the General Partnership to enumerate and describe the rights and obligations of the Partners to each other and to the General Partnership. More particularly, it affords a right of first refusal where in the event a Partner wants to transfer their partnership interest it requires approval and/or a buyout by the other partners.
A draft of this agreement will be prepared as part of our service, so you may review the Agreement, make changes and discuss it with one of our Attorneys. Please bear in mind that this Agreement is customized specifically for your General Partnership. Normally, the fee to prepare such a comprehensive agreement of this nature would be $1,500 or more. However, your cost is only $249.95 if prepared in conjunction with the formation of your General Partnership.
Your Website's Privacy Policy
Establishing a website can create a myriad of issues regarding potential liabilities for the owner of the website. During the use of your website, the user must understand the Privacy Policy of your website. When prepared properly, the Privacy Policy is legally binding and helpful to maintain a high level of community trust because of transactions and/or interactions taking place. The goal of providing the Privacy Policy is to disclose all of the ways your website will respect the dignity of the user’s privacy. The Privacy Policy prepared by Spiegel & Utrera, P.A. for your website will include: Statement of Rights and Responsibilities; Sharing your Content and Information; Collection and Use of Information; Public Information; Registration and Account Security; Profile Content; Safety; Amendments; Limitation of Liability; Disclaimer; Waiver and Severability; Dispute Resolutions; Notices and Service of Process; Complaints; Controlling Law and Jurisdiction; Amendments and Notice of Changes and Entire Agreement Provisions. The preparation of Privacy Policy for your website costs only an additional $349.95 when ordered with the formation of your Partnership and initially comes to you for review so you may have an opportunity to make any revisions before being finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may easily post it on your website.
State Trademark or Servicemark
A distinctive mark that customers associate with your products, services or website is very valuable. Registering your State of Florida Trademark or Servicemark will prevent copycats from confusing customers and damaging your reputation. The State of Florida Trademark or Servicemark registration process generally takes less than 4 weeks to complete. There are many reasons to register a State Trademark or Servicemark:
- A name or logo in many cases overtime becomes a company' s most valuable asset.
- The registering a State Trademark or Servicemark prevents others from adopting your name or design and gives you very favorable enforcement powers throughout the State, allows you to put everyone on notice with the Trademark symbol “TM” or Servicemark symbol “SM”,
- allows you to advertise and promote your mark and build name recognition and goodwill for your business with out fear of losing the mark to another, and
- may subject the copycat to injunction, profit disgorgement and attorney's fees if litigation is necessary to prevent such a copycat from using your mark.
The charge for the State of Florida Trademark or Servicemark registration, if done at the time of incorporating, is $205.95. This charge includes all government filing fees.
State Trademark or Servicemark
A distinctive mark that customers associate with your products, services or website is very valuable. Registering your State of Florida Trademark or Servicemark will prevent copycats from confusing customers and damaging your reputation. The State of Florida Trademark or Servicemark registration process generally takes less than 4 weeks to complete. There are many reasons to register a State Trademark or Servicemark:
- A name or logo in many cases overtime becomes a company' s most valuable asset.
- The registering a State Trademark or Servicemark prevents others from adopting your name or design and gives you very favorable enforcement powers throughout the State, allows you to put everyone on notice with the Trademark symbol “TM” or Servicemark symbol “SM”,
- allows you to advertise and promote your mark and build name recognition and goodwill for your business with out fear of losing the mark to another, and
- may subject the copycat to injunction, profit disgorgement and attorney's fees if litigation is necessary to prevent such a copycat from using your mark.
The charge for the State of Florida Trademark or Servicemark registration, if done at the time of incorporating, is $205.95. This charge includes all government filing fees.
Your Website's Terms and Conditions
Establishing a website can create a myriad of issues regarding potential liabilities for both user and the owner of the website. By using your website, the user must agree to abide by your Terms and Conditions. When prepared properly, your Terms and Conditions are legally binding and helpful to maintain a high level of community trust because of transactions and/or interactions taking place. The goal of providing Terms and Conditions is to disclose to users your policies on a number of different issues. The Terms and Conditions Spiegel & Utrera, P.A. will prepare for your website will include: Basic Terms; Content of the Services; User Obligations; Company Rights; Restrictions on Content and Use of Services; Copyright Policy; Special Provisions required by your business model; Advertisers; Links; Cookies; Limitation of Liability; Disclaimer; Waiver and Severability; Dispute Resolution; Notices and Service of Process; Complaints; Controlling Law and Jurisdiction; Amendments and Notice of Changes and Entire Agreement Provisions. The preparation of Terms and Conditions for your website costs only an additional $349.95 when ordered with the formation of your Partnership and initially comes to you for review so you may have an opportunity to make any revisions thereto before being finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may easily post it on your website.
Your Website's Terms and Conditions
Establishing a website can create a myriad of issues regarding potential liabilities for both user and the owner of the website. By using your website, the user must agree to abide by your Terms and Conditions. When prepared properly, your Terms and Conditions are legally binding and helpful to maintain a high level of community trust because of transactions and/or interactions taking place. The goal of providing Terms and Conditions is to disclose to users your policies on a number of different issues. The Terms and Conditions Spiegel & Utrera, P.A. will prepare for your website will include: Basic Terms; Content of the Services; User Obligations; Company Rights; Restrictions on Content and Use of Services; Copyright Policy; Special Provisions required by your business model; Advertisers; Links; Cookies; Limitation of Liability; Disclaimer; Waiver and Severability; Dispute Resolution; Notices and Service of Process; Complaints; Controlling Law and Jurisdiction; Amendments and Notice of Changes and Entire Agreement Provisions. The preparation of Terms and Conditions for your website costs only an additional $349.95 when ordered with the formation of your Partnership and initially comes to you for review so you may have an opportunity to make any revisions thereto before being finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may easily post it on your website.
General Partnership Options
General Partnership Options
General Partnership Statement of Partnership Authority
You will want to disclose the identity of the partners authorized to execute documents conveying real estate and the parameters (scope and limitations of authority), as Florida law declares that people doing business with the partnership are deemed to have knowledge of limitations of authority of a partner when a certified copy of a statement containing the limitation is on record at the applicable recording office for such real estate. For example, a buyer of real estate may not be comfortable with a real estate transaction involving the partnership unless provided with documentation substantiating a partnerÆs authority to act on behalf of the partnership. The cost of the statement, if ordered at the time of forming your General Partnership is only $154.95.
General Partnership Statement of Partnership Authority
You will want to disclose the identity of the partners authorized to execute documents conveying real estate and the parameters (scope and limitations of authority), as Florida law declares that people doing business with the partnership are deemed to have knowledge of limitations of authority of a partner when a certified copy of a statement containing the limitation is on record at the applicable recording office for such real estate. For example, a buyer of real estate may not be comfortable with a real estate transaction involving the partnership unless provided with documentation substantiating a partnerÆs authority to act on behalf of the partnership. The cost of the statement, if ordered at the time of forming your General Partnership is only $154.95.
General Partnership Agreement
General Partnership Agreement
In order to process your General Partnership, you will need a General Partnership Agreement prepared by our Firm or, if you already have a General Partnership Agreement, you will need to furnish our Firm an opinion letter from qualified independent legal counsel representing the proposed General Partnership stating counsel has reviewed the General Partnership Agreement and such Agreement is fully compliant with Florida law and represents the business entity contemplated by the parties.
A well-drafted General Partnership Agreement is intended to:
-
Describe the day-to-day operations of the business, management powers and control of the partners;
-
Describe the amount of capital contributions that the partners have to make, how much and when distributions of profits will take place and allocate losses among the partners to minimize tax liability;
-
Provide a framework for the settlement of disputes between partners by allowing mediation and arbitration as a quicker, cheaper method;
-
Prevent a partner from selling his partnership interest to a third party without first offering it to existing partners as a right of first refusal;
-
Provide a framework for the purchase of a General Partnership interest by the remaining partners in the event a partner dies with a right of first refusal;
-
Prevent a partner from competing against the General Partnership by selling the same products or offering the same services;
-
Require partners to maintain the confidentiality of all customer names and other business records so that partners donÆt run off with valuable General Partnership secrets or intellectual property;
-
Prevent a partner from impairing the goodwill of the General Partnership by bad-mouthing the management or financial standing of the business; and
-
Prevent a partner from soliciting customers of the General Partnership for new partnership business.
Obviously, this is a very thorough Contract. It is drafted by our attorneys and used by business owners such as yourself. This agreement is very versatile and an absolute necessity for a General Partnership with multiple owners. Remember the old adage, "An ounce of prevention is worth a pound of cure." A General Partnership Agreement is $449.95 for up to four partners. Additional partners and complex General Partnerships require additional charges which are available upon request.
General Partnership Agreement
General Partnership Agreement
In order to process your General Partnership, you will need a General Partnership Agreement prepared by our Firm or, if you already have a General Partnership Agreement, you will need to furnish our Firm an opinion letter from qualified independent legal counsel representing the proposed General Partnership stating counsel has reviewed the General Partnership Agreement and such Agreement is fully compliant with Florida law and represents the business entity contemplated by the parties.
A well-drafted General Partnership Agreement is intended to:
-
Describe the day-to-day operations of the business, management powers and control of the partners;
-
Describe the amount of capital contributions that the partners have to make, how much and when distributions of profits will take place and allocate losses among the partners to minimize tax liability;
-
Provide a framework for the settlement of disputes between partners by allowing mediation and arbitration as a quicker, cheaper method;
-
Prevent a partner from selling his partnership interest to a third party without first offering it to existing partners as a right of first refusal;
-
Provide a framework for the purchase of a General Partnership interest by the remaining partners in the event a partner dies with a right of first refusal;
-
Prevent a partner from competing against the General Partnership by selling the same products or offering the same services;
-
Require partners to maintain the confidentiality of all customer names and other business records so that partners donÆt run off with valuable General Partnership secrets or intellectual property;
-
Prevent a partner from impairing the goodwill of the General Partnership by bad-mouthing the management or financial standing of the business; and
-
Prevent a partner from soliciting customers of the General Partnership for new partnership business.
Obviously, this is a very thorough Contract. It is drafted by our attorneys and used by business owners such as yourself. This agreement is very versatile and an absolute necessity for a General Partnership with multiple owners. Remember the old adage, "An ounce of prevention is worth a pound of cure." A General Partnership Agreement is $449.95 for up to four partners. Additional partners and complex General Partnerships require additional charges which are available upon request.
Start-Up Money for Your Business
Start-Up Money for Your Business
Lender's Agreement & Promissor
Initially a General Partnership needs a cash infusion. Additionally, the General Partnership may require a continuing advance of funds for some time. Its important to minimize the amount of money a Partner is required to in the General Partnership because the Partners could be held personally liable by the General Partnership and/or the creditors of the General Partnership for not contributing all the funds the Partners had initially agreed to contribute to the General Partnership. How does the General Partnership get the money? After the initial purchase of its General Partnership interests, generally, the General Partnership has two choices for obtaining additional money: (1) Partners can contribute additional funds for their General Partnership interest (not the preferred method as previously stated) or (2) loan money to the General Partnership. Lending money to the General Partnership is the preferred method to advance money to the General Partnership because the lender is seen as a creditor of the General Partnership. The lending of money to the General Partnership is accomplished with a Lender's Agreement and a Promissory Note. Both of these instruments together provide for an initial amount of a loan to the General Partnership and also provide for future advances of money the lender might make to the General Partnership. In the event of failure of the business, the loan will be fully tax deductible by the lender as a bad debt. The fee for the Lender's Agreement and Promissory Note, if ordered at the time of the formation of your General Partnership is only $75.
Lender's Agreement & Promissor
Initially a General Partnership needs a cash infusion. Additionally, the General Partnership may require a continuing advance of funds for some time. Its important to minimize the amount of money a Partner is required to in the General Partnership because the Partners could be held personally liable by the General Partnership and/or the creditors of the General Partnership for not contributing all the funds the Partners had initially agreed to contribute to the General Partnership. How does the General Partnership get the money? After the initial purchase of its General Partnership interests, generally, the General Partnership has two choices for obtaining additional money: (1) Partners can contribute additional funds for their General Partnership interest (not the preferred method as previously stated) or (2) loan money to the General Partnership. Lending money to the General Partnership is the preferred method to advance money to the General Partnership because the lender is seen as a creditor of the General Partnership. The lending of money to the General Partnership is accomplished with a Lender's Agreement and a Promissory Note. Both of these instruments together provide for an initial amount of a loan to the General Partnership and also provide for future advances of money the lender might make to the General Partnership. In the event of failure of the business, the loan will be fully tax deductible by the lender as a bad debt. The fee for the Lender's Agreement and Promissory Note, if ordered at the time of the formation of your General Partnership is only $75.
Perfecting the Lien Created by the Security Agreement - Uniform Commercial Code
Liens against personal property are perfected differently than liens on real property. The use of the phrase ôpersonal propertyö does not mean property owned personally by the owner of a business. Instead, the term refers to all property used inside or outside of a business (with the exception of real property) including equipment, furniture, inventory, etc. To perfect a lien against personal property used in a business, strict adherence must be followed pursuant to the Uniform Commercial Code, documentation must be created, executed and filed with the appropriate government agencies. Once recorded, the Uniform Commercial Code makes a lien valid and serves as notice that the lien exists. Usually, the first recorded lien takes priority. Provided you have ordered the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note and the Spiegel & Utrera, P.A. Security Agreement, the documentation required to perfect the lien under the Uniform Commercial Code is $75, if ordered at the time of forming your General Partnership.
Perfecting the Lien Created by the Security Agreement - Uniform Commercial Code
Liens against personal property are perfected differently than liens on real property. The use of the phrase ôpersonal propertyö does not mean property owned personally by the owner of a business. Instead, the term refers to all property used inside or outside of a business (with the exception of real property) including equipment, furniture, inventory, etc. To perfect a lien against personal property used in a business, strict adherence must be followed pursuant to the Uniform Commercial Code, documentation must be created, executed and filed with the appropriate government agencies. Once recorded, the Uniform Commercial Code makes a lien valid and serves as notice that the lien exists. Usually, the first recorded lien takes priority. Provided you have ordered the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note and the Spiegel & Utrera, P.A. Security Agreement, the documentation required to perfect the lien under the Uniform Commercial Code is $75, if ordered at the time of forming your General Partnership.
Non-Voting Partnership Interests
Allowing differences in voting rights is particularly advantageous to entrepreneurs who need to attract additional capital, but who also want to retain voting control over their General Partnership. Seasoned business-owners will instinctually recognize the value of such an agreement. WeÆll draft a special provision for your Partnership Agreement and issue special certificates for non-voting partnership interests. This item costs only an additional $74.95 if ordered at the time of formation. Also, itÆs likely youÆll want to protect yourself with a Partners Restrictive Agreement.
Non-Voting Partnership Interests
Allowing differences in voting rights is particularly advantageous to entrepreneurs who need to attract additional capital, but who also want to retain voting control over their General Partnership. Seasoned business-owners will instinctually recognize the value of such an agreement. WeÆll draft a special provision for your Partnership Agreement and issue special certificates for non-voting partnership interests. This item costs only an additional $74.95 if ordered at the time of formation. Also, itÆs likely youÆll want to protect yourself with a Partners Restrictive Agreement.
Security Agreement for the General Partnership
Once you have decided to use the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note, the next step is to collateralize the personal property assets of the General Partnership in favor of you, the lender with a Security Agreement. A Security Agreement is a contract between a lender and borrower. The Security Agreement gives the lender a security interest and the right to repossess personal property that a borrower has offered as collateral if a note is not paid per its agreed terms. This right is superior to all subsequent creditors provided the lien given by the Security Agreement is perfected. The Security Agreement available from Spiegel & Utrera, P.A. is complete and includes provisions relating to type of collateral being secured, address where collateral will be kept, executing further documents, events that shall constitute a default, assignment of secured collateral by holder, a listing of events that would constitute default by the borrower and the rights of the lender should the borrower default. Provided you have ordered the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note, the fee for the Security Agreement, if ordered at the time of forming your General Partnership is an additional $75.
Security Agreement for the General Partnership
Once you have decided to use the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note, the next step is to collateralize the personal property assets of the General Partnership in favor of you, the lender with a Security Agreement. A Security Agreement is a contract between a lender and borrower. The Security Agreement gives the lender a security interest and the right to repossess personal property that a borrower has offered as collateral if a note is not paid per its agreed terms. This right is superior to all subsequent creditors provided the lien given by the Security Agreement is perfected. The Security Agreement available from Spiegel & Utrera, P.A. is complete and includes provisions relating to type of collateral being secured, address where collateral will be kept, executing further documents, events that shall constitute a default, assignment of secured collateral by holder, a listing of events that would constitute default by the borrower and the rights of the lender should the borrower default. Provided you have ordered the Spiegel & Utrera, P.A. Lenders Agreement and Promissory Note, the fee for the Security Agreement, if ordered at the time of forming your General Partnership is an additional $75.
What You Need if You are Hiring Workers
What You Need if You are Hiring Workers
Sexual Harassment Prevention Policy
If you are using employees in your business or if your business has customers it is important to have written Sexual Harassment Prevention Policy. In order to protect your business from liability for such sexual harassment claims, Spiegel & Utrera, P.A. recommends that your business adopt a written sexual-harassment prevention policy and distribute it to employees. The policy will include:
- A statement prohibiting sexual harassment and providing examples of what constitutes sexual harassment;
- Information about sexual-harassment laws and the remedies that are available to victims;
- A sexual harassment complaint form;
- Procedures for a timely and confidential investigation of complaints;
- An explanation of employees' rights of redress and the methods of bringing complaints by employees and customers;
- A statement that sexual harassment is a form of misconduct and that employees engaging in harassment and who knowingly allow it to continue will be punished; and,
- A statement that it is unlawful to retaliate against employees who report sexual harassment or who testify or assist in related investigations and/or proceedings.
Sexual Harassment Prevention Policy
If you are using employees in your business or if your business has customers it is important to have written Sexual Harassment Prevention Policy. In order to protect your business from liability for such sexual harassment claims, Spiegel & Utrera, P.A. recommends that your business adopt a written sexual-harassment prevention policy and distribute it to employees. The policy will include:
- A statement prohibiting sexual harassment and providing examples of what constitutes sexual harassment;
- Information about sexual-harassment laws and the remedies that are available to victims;
- A sexual harassment complaint form;
- Procedures for a timely and confidential investigation of complaints;
- An explanation of employees' rights of redress and the methods of bringing complaints by employees and customers;
- A statement that sexual harassment is a form of misconduct and that employees engaging in harassment and who knowingly allow it to continue will be punished; and,
- A statement that it is unlawful to retaliate against employees who report sexual harassment or who testify or assist in related investigations and/or proceedings.
Independent Contractor Agreement
There are many reasons for using Independent Contractors, however, simply verbally stating that a worker is an Independent Contractor is not enough according to the IRS. Certain criteria must be met. The IRS considers 11 factors in three specified areas: Behavioral Control, Financial Control and Type of Relationship. So, before you engage the services of an Independent Contractor, it is essential that you document that relationship with a written Independent Contractor's Agreement, otherwise the IRS could hold your General Partnership and you personally liable for the Independent Contractor's Income Tax, Social Security, Medicare Tax and Federal Unemployment Tax, which should have been withheld. As a signatory on the check used to pay the Independent Contractor, you could be held personally liable for these taxes. The Independent ContractorÆs Agreement also contains other important provisions:
-
It spells out the duties, responsibilities and compensation of the Contractor.
It states that the Contractor will not compete against the General Partnership for a specific period of time after the project is completed.
It prohibits the Contractor from disclosing any of the General Partnership's business records, computer data, trade secrets, methods of operation, et cetera.
It prevents the Contractor from soliciting customers or clients of the General Partnership.
It prevents the Contractor, after leaving the General Partnership, from stealing the General Partnership's employees.
For a detailed explanation of the Benefits of using Independent ContractorsÆ Agreements, including a breakdown of the 11 factors the IRS analyzes and Industry examples provided by the IRS, please refer to document 239 of Spiegel & Utrera's Free Faxback Service, call (800) 303-3300 and follow the prompts. We can provide an Independent Contractor's Agreement that covers all the legal requirements and many business advantages for your General Partnership for only $150 if ordered at the time of formation of your General Partnership.
Florida Unemployment Tax Account Number
This number is used to withhold Florida Unemployment Taxes from your General PartnershipÆs payroll. If you have any employees on the payroll, including yourself, you will need this account number. We can initiate the paperwork for this account number for you and deliver it with the General Partnership. The cost, if ordered at the time of forming your General Partnership is only $35.
Florida Unemployment Tax Account Number
This number is used to withhold Florida Unemployment Taxes from your General PartnershipÆs payroll. If you have any employees on the payroll, including yourself, you will need this account number. We can initiate the paperwork for this account number for you and deliver it with the General Partnership. The cost, if ordered at the time of forming your General Partnership is only $35.
Employment Agreement
If you are using employees in your business, it is important to have a written Employment Agreement to document the conditions of Employment. An Employment Agreement can be very advantageous for a business and should be required for all employees, whether new or existing. It creates a clear understanding of the arrangement between the employee and the General Partnership and provides protection for the business. The Employment Agreement also contains other important provisions:
-
It spells out the terms of employment, such as the duties, responsibilities and compensation of the employee.
-
It states that the employee will not compete against the General Partnership for a specific period of time after leaving its employment.
It prohibits the employee from disclosing any of the General Partnership's business records, computer data, trade secrets, methods of operation, et cetera.
It prevents the employee from soliciting customers or clients of the General Partnership.
It prevents an employee, after leaving the Corporation's employment, from soliciting the General Partnership's employees to work elsewhere. The Employment Agreement is prepared in such a way that you can use it over and over again to avoid additional costs in the future. By having this Employment Agreement, the General Partnership is given substantial clout in preventing an employee from joining a competitor, or competing against the General Partnership and disclosing business secrets to anyone. The Agreement may be re-used by the General Partnership as it hires additional employees, the cost of the Employment Agreement is just $150.
Employment Agreement
If you are using employees in your business, it is important to have a written Employment Agreement to document the conditions of Employment. An Employment Agreement can be very advantageous for a business and should be required for all employees, whether new or existing. It creates a clear understanding of the arrangement between the employee and the General Partnership and provides protection for the business. The Employment Agreement also contains other important provisions:
-
It spells out the terms of employment, such as the duties, responsibilities and compensation of the employee.
-
It states that the employee will not compete against the General Partnership for a specific period of time after leaving its employment.
It prohibits the employee from disclosing any of the General Partnership's business records, computer data, trade secrets, methods of operation, et cetera.
It prevents the employee from soliciting customers or clients of the General Partnership.
It prevents an employee, after leaving the Corporation's employment, from soliciting the General Partnership's employees to work elsewhere. The Employment Agreement is prepared in such a way that you can use it over and over again to avoid additional costs in the future. By having this Employment Agreement, the General Partnership is given substantial clout in preventing an employee from joining a competitor, or competing against the General Partnership and disclosing business secrets to anyone. The Agreement may be re-used by the General Partnership as it hires additional employees, the cost of the Employment Agreement is just $150.
Employee Benefits and Policies
If you are using employees in your business, it is important to have written Benefits and Policies. Let us prepare your Employee Benefits and Policies. Unlike the Employment Agreement, the Employee Benefits and Policies creates an understanding of the entitlements of the employee relative to the policies of the business and provides protection for the business. The Employee Benefits and Policies will be customized for your business and are designed to cover:
The Employee Benefits and Policies may be re-used by the business as it hires additional employees. Normally, the cost of ordering this service is $167.95.
- Vacation
- Absences, including vacation, sick time, time off for injury, death in family, jury duty, excused absence, military leave and emergency situations
- Holidays
- Equal Employment Opportunity
- Drug and Alcohol Abuse Policy
- Payday and Pay Period
- Overtime
- Internet and Email Policy
- Sexual Harassment
- 90-Day Training/Probation Period
- Forfeiture of Commission, Incentive Compensation and Bonuses relating to failure to complete the initial employment period
- Business Hours
- Moonlighting Restrictions
- Honesty
- Pornography at Work
- Medical Insurance
- COBRA
- Timecards
- Departure from Employment with Notice or Without Notice
- Dress at Work
- Business Cards
- Parking
- Keys
- Alterations or Modifications
- Other benefits and/or policies which may be of special interest to your business
The Employee Benefits and Policies may be re-used by the business as it hires additional employees. Normally, the cost of ordering this service is $167.95.
Independent Contractor Agreement
There are many reasons for using Independent Contractors, however, simply verbally stating that a worker is an Independent Contractor is not enough according to the IRS. Certain criteria must be met. The IRS considers 11 factors in three specified areas: Behavioral Control, Financial Control and Type of Relationship. So, before you engage the services of an Independent Contractor, it is essential that you document that relationship with a written Independent Contractor's Agreement, otherwise the IRS could hold your General Partnership and you personally liable for the Independent Contractor's Income Tax, Social Security, Medicare Tax and Federal Unemployment Tax, which should have been withheld. As a signatory on the check used to pay the Independent Contractor, you could be held personally liable for these taxes. The Independent ContractorÆs Agreement also contains other important provisions:
-
It spells out the duties, responsibilities and compensation of the Contractor.
It states that the Contractor will not compete against the General Partnership for a specific period of time after the project is completed.
It prohibits the Contractor from disclosing any of the General Partnership's business records, computer data, trade secrets, methods of operation, et cetera.
It prevents the Contractor from soliciting customers or clients of the General Partnership.
It prevents the Contractor, after leaving the General Partnership, from stealing the General Partnership's employees.
For a detailed explanation of the Benefits of using Independent ContractorsÆ Agreements, including a breakdown of the 11 factors the IRS analyzes and Industry examples provided by the IRS, please refer to document 239 of Spiegel & Utrera's Free Faxback Service, call (800) 303-3300 and follow the prompts. We can provide an Independent Contractor's Agreement that covers all the legal requirements and many business advantages for your General Partnership for only $150 if ordered at the time of formation of your General Partnership.
Employee Warning Notice
Using an Employee Warning Notice can be a very effective management tool. Usually it is cumbersome to discipline an employee, situations do not always resolve themselves and frequently result in a verbal warning, however, if the situation repeats itself, this may call for a written Employee Warning Notice. The notice is designed to give a clear explanation of the issues involved which may cover a multitude of situations such as:
- Attendance
- Carelessness
- Fighting
- Language
- Insubordination
- Lateness/leaving early
- Refusal to work overtime
- Failure to follow instructions
- Failure to follow procedures
- Failure to meet quota
- Rudeness to employees/customers
- Willful damage to material/equipment
- Violation of company policies
- Violation of safety rules
- Working on personal matters
- Unsatisfactory work quality or procedures
- Quality of work produced
- Quantity of work produced
The Employee Warning Notice form is customized with the name of your business and, if ordered at the time of formation of your partnership is just $49.95
Employee Warning Notice
Using an Employee Warning Notice can be a very effective management tool. Usually it is cumbersome to discipline an employee, situations do not always resolve themselves and frequently result in a verbal warning, however, if the situation repeats itself, this may call for a written Employee Warning Notice. The notice is designed to give a clear explanation of the issues involved which may cover a multitude of situations such as:
- Attendance
- Carelessness
- Fighting
- Language
- Insubordination
- Lateness/leaving early
- Refusal to work overtime
- Failure to follow instructions
- Failure to follow procedures
- Failure to meet quota
- Rudeness to employees/customers
- Willful damage to material/equipment
- Violation of company policies
- Violation of safety rules
- Working on personal matters
- Unsatisfactory work quality or procedures
- Quality of work produced
- Quantity of work produced
The Employee Warning Notice form is customized with the name of your business and, if ordered at the time of formation of your partnership is just $49.95
Employee Manual
When you hire employees in your business, it is important to have an Employee Manual to comprehensively spell out the policies of your business. Included within the Employee Manual are such topics as “Employment at Will”, Disability, Harassment and Discrimination, Standards of Conduct and the various rules relating thereto, Corrective Action and Termination, Wage and Salary Policies and Employee Communications. The Employee Manual is intended to be a source document used at the business and would be updated by the business from time to time based upon its experiences with various situations. The preparation of the Employee Manual for your business costs only an additional $349.95 when ordered with the formation of your partnership and initially comes to you for review so you may have an opportunity to make any revisions before the Employee Manual is finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may print it as needed from time to time.
Employee Manual
When you hire employees in your business, it is important to have an Employee Manual to comprehensively spell out the policies of your business. Included within the Employee Manual are such topics as “Employment at Will”, Disability, Harassment and Discrimination, Standards of Conduct and the various rules relating thereto, Corrective Action and Termination, Wage and Salary Policies and Employee Communications. The Employee Manual is intended to be a source document used at the business and would be updated by the business from time to time based upon its experiences with various situations. The preparation of the Employee Manual for your business costs only an additional $349.95 when ordered with the formation of your partnership and initially comes to you for review so you may have an opportunity to make any revisions before the Employee Manual is finalized by Spiegel & Utrera, P.A. and delivered to you electronically so you may print it as needed from time to time.
Labor Law Notices – Florida Employers Obligation to Maintain and Report Records
Every business is required to post Florida and Federal Labor Law Notice posters. Failure to comply could result in fines totaling as much as $17,000. Your Florida Labor Law Notice poster package is complete and includes:
- State Minimum Wage Notice
- Polygraph Protection
- OSHA Job Safety and Health Notice
- Equal Employment Opportunity Notice
- E-Verify Notice
- Unemployment Compensation and Temporary Disability Benefits Notice
- United States Department of Labor Notice of Employee Rights and Responsibilities under the Family and Medical Leave Act
- United States Department of Labor Notice of Military Family Leave Act
- Uniform Services Employment and Reemployment Rights Notice
- United States Department of Labor Notice of Employee Rights for Workers with Disabilities Paid at Special Minimum Wage
- Right to Work Notice
- Workers’ Compensation Notice
- Discrimination Notice
- Notice Relating to Employers Holding Federal Contracts or Subcontracts
- Child Labor Laws Notice
- Federal Minimum Wage Notice
Labor Law Notices – Florida Employers Obligation to Maintain and Report Records
Every business is required to post Florida and Federal Labor Law Notice posters. Failure to comply could result in fines totaling as much as $17,000. Your Florida Labor Law Notice poster package is complete and includes:
- State Minimum Wage Notice
- Polygraph Protection
- OSHA Job Safety and Health Notice
- Equal Employment Opportunity Notice
- E-Verify Notice
- Unemployment Compensation and Temporary Disability Benefits Notice
- United States Department of Labor Notice of Employee Rights and Responsibilities under the Family and Medical Leave Act
- United States Department of Labor Notice of Military Family Leave Act
- Uniform Services Employment and Reemployment Rights Notice
- United States Department of Labor Notice of Employee Rights for Workers with Disabilities Paid at Special Minimum Wage
- Right to Work Notice
- Workers’ Compensation Notice
- Discrimination Notice
- Notice Relating to Employers Holding Federal Contracts or Subcontracts
- Child Labor Laws Notice
- Federal Minimum Wage Notice
Florida New Hire Reporting
Federal law requires all Florida employers to report basic information about employees, who are newly hired, rehired, or who return to work after a separation from employment. You must submit a report for each newly hired employee. Failure to report new hires within 20 days of their hire date may result in civil penalties. There may be a $25 fine per each newly hired employee or, if the State determines there is a conspiracy between employer and employee not to report, the penalty can be up to $500 per newly hired employee. We can provide you with a package of 6 New Hire Registration Forms for $35. The forms are customized with your General PartnershipÆs information, and you may re-use them for each person you employ.
Florida New Hire Reporting
Federal law requires all Florida employers to report basic information about employees, who are newly hired, rehired, or who return to work after a separation from employment. You must submit a report for each newly hired employee. Failure to report new hires within 20 days of their hire date may result in civil penalties. There may be a $25 fine per each newly hired employee or, if the State determines there is a conspiracy between employer and employee not to report, the penalty can be up to $500 per newly hired employee. We can provide you with a package of 6 New Hire Registration Forms for $35. The forms are customized with your General PartnershipÆs information, and you may re-use them for each person you employ.
Employee Benefits and Policies
If you are using employees in your business, it is important to have written Benefits and Policies. Let us prepare your Employee Benefits and Policies. Unlike the Employment Agreement, the Employee Benefits and Policies creates an understanding of the entitlements of the employee relative to the policies of the business and provides protection for the business. The Employee Benefits and Policies will be customized for your business and are designed to cover:
The Employee Benefits and Policies may be re-used by the business as it hires additional employees. Normally, the cost of ordering this service is $167.95.
- Vacation
- Absences, including vacation, sick time, time off for injury, death in family, jury duty, excused absence, military leave and emergency situations
- Holidays
- Equal Employment Opportunity
- Drug and Alcohol Abuse Policy
- Payday and Pay Period
- Overtime
- Internet and Email Policy
- Sexual Harassment
- 90-Day Training/Probation Period
- Forfeiture of Commission, Incentive Compensation and Bonuses relating to failure to complete the initial employment period
- Business Hours
- Moonlighting Restrictions
- Honesty
- Pornography at Work
- Medical Insurance
- COBRA
- Timecards
- Departure from Employment with Notice or Without Notice
- Dress at Work
- Business Cards
- Parking
- Keys
- Alterations or Modifications
- Other benefits and/or policies which may be of special interest to your business
The Employee Benefits and Policies may be re-used by the business as it hires additional employees. Normally, the cost of ordering this service is $167.95.
How to Build Credit for Your Business
How to Build Credit for Your Business
D & B Number - Start Building Your Business Credit Immediately
According to Dun & Bradstreet, the D & B number is widely used by both commercial and federal entities and was adopted as the standard business identifier for federal electronic commerce as early as October 1994. The D & B number was also incorporated in the Federal Acquisition Regulation (FAR) in April 1998 as the United States Federal GovernmentÆs contractor identification code for all procurement-related activities. The D & B number is also known as the D-U-N-S« number and remains with the company location to which is has been assigned even if it closes or goes out of business. With that in mind, it is important to have a physical location for your business when obtaining the D & B number. D & B also states that the D-U-N-S« number also ôunlocksö a wealth of valued-added data associated with that entity, including the business name, physical and mailing addresses, trade styles (fictitious name, assumed name, alternate name or DBA), principal names, financial, payment experiences, industry classifications (SICs [Standard Industry Classification] and NAICS [North American Industry Classification System]), socio-economic status, government data and more. The D-U-N-S« number also links members of corporate family trees worldwide. If ordered at the time of forming your company, Spiegel & Utrera, P.A. will obtain your D & B number, also known as your D-U-N-S« number, for $50. If ordered later, the charge to obtain the D & B number, also known as your D-U-N-S« number, is $167.95.
D & B Number - Start Building Your Business Credit Immediately
According to Dun & Bradstreet, the D & B number is widely used by both commercial and federal entities and was adopted as the standard business identifier for federal electronic commerce as early as October 1994. The D & B number was also incorporated in the Federal Acquisition Regulation (FAR) in April 1998 as the United States Federal GovernmentÆs contractor identification code for all procurement-related activities. The D & B number is also known as the D-U-N-S« number and remains with the company location to which is has been assigned even if it closes or goes out of business. With that in mind, it is important to have a physical location for your business when obtaining the D & B number. D & B also states that the D-U-N-S« number also ôunlocksö a wealth of valued-added data associated with that entity, including the business name, physical and mailing addresses, trade styles (fictitious name, assumed name, alternate name or DBA), principal names, financial, payment experiences, industry classifications (SICs [Standard Industry Classification] and NAICS [North American Industry Classification System]), socio-economic status, government data and more. The D-U-N-S« number also links members of corporate family trees worldwide. If ordered at the time of forming your company, Spiegel & Utrera, P.A. will obtain your D & B number, also known as your D-U-N-S« number, for $50. If ordered later, the charge to obtain the D & B number, also known as your D-U-N-S« number, is $167.95.
Business Checking, Investment Account and Delayed Debit Gold MasterCard
Let Spiegel & Utrera, P.A. help you set up your new business checking account. In addition to a business checking account, the account also comes with an investment account and a delayed debit Gold MasterCard. Depending upon the day in the billing cycle when a charge is made, your account will continue to earn interest for up to 30 days from the date of purchase or until the balance of the debit card for that period is charged to your account. In addition, with this account you have the ability to make deposits and withdraw funds from over 800 bank locations and other financial institutions in the United States. Multiple delayed debit Gold MasterCard's are available for use by your employees. Internet bill payments are free. No minimum balance is required to maintain your business checking account, however, there is an initial deposit of $100,000 which is required to open the Business Checking, Investment Account and Delayed Debit Gold MasterCard. If you order your business checking, investment account and/or delayed debit Gold MasterCard from Spiegel & Utrera, P.A. at the time of forming your Partnership, the fee is $249.95 to prepare all the necessary documentation and follow up until such time as your business checking, investment account and/or delayed debit Gold MasterCard has been established. If ordered after forming your Partnership, the fee is $449.95.
Business Checking, Investment Account and Delayed Debit Gold MasterCard
Let Spiegel & Utrera, P.A. help you set up your new business checking account. In addition to a business checking account, the account also comes with an investment account and a delayed debit Gold MasterCard. Depending upon the day in the billing cycle when a charge is made, your account will continue to earn interest for up to 30 days from the date of purchase or until the balance of the debit card for that period is charged to your account. In addition, with this account you have the ability to make deposits and withdraw funds from over 800 bank locations and other financial institutions in the United States. Multiple delayed debit Gold MasterCard's are available for use by your employees. Internet bill payments are free. No minimum balance is required to maintain your business checking account, however, there is an initial deposit of $100,000 which is required to open the Business Checking, Investment Account and Delayed Debit Gold MasterCard. If you order your business checking, investment account and/or delayed debit Gold MasterCard from Spiegel & Utrera, P.A. at the time of forming your Partnership, the fee is $249.95 to prepare all the necessary documentation and follow up until such time as your business checking, investment account and/or delayed debit Gold MasterCard has been established. If ordered after forming your Partnership, the fee is $449.95.
Your Success Starts with Knowledge
Your Success Starts with Knowledge
Charlie's Entrepreneurial Journey
Building your business, or selecting the type of business to start, is easy when using CharlieÆs Entrepreneurial Journey as a guide and applying Lawrence J. SpiegelÆs thirty eight "Principles of Entrepreneurship" to your business. SpiegelÆs latest book provides 416 pages of insight into the world of an aspiring entrepreneur named Charlie. CharlieÆs journey leads him through topics never discussed in business books but essential to success. Topics include: costs associated with Acquiring a Customer, Urgency to Purchase, Saturation Advertising, Success Leaves Tracks and Repetitive Business. SpiegelÆs "Principles of Entrepreneurship" cannot be found anywhere else. In fact, no one has ever exposed the business secrets Spiegel discloses. If you are seeking to spark your business you will find an EXPLOSION in this book. Order this book at the time of forming your corporation and you will get CharlieÆs Entrepreneurial Journey for $19.50 which includes shipping, handling and processing, when ordered with the formation of your company. PLUS Lawrence J. Spiegel will personally autograph your copy of CharlieÆs Entrepreneurial Journey.
Charlie's Entrepreneurial Journey
Building your business, or selecting the type of business to start, is easy when using CharlieÆs Entrepreneurial Journey as a guide and applying Lawrence J. SpiegelÆs thirty eight "Principles of Entrepreneurship" to your business. SpiegelÆs latest book provides 416 pages of insight into the world of an aspiring entrepreneur named Charlie. CharlieÆs journey leads him through topics never discussed in business books but essential to success. Topics include: costs associated with Acquiring a Customer, Urgency to Purchase, Saturation Advertising, Success Leaves Tracks and Repetitive Business. SpiegelÆs "Principles of Entrepreneurship" cannot be found anywhere else. In fact, no one has ever exposed the business secrets Spiegel discloses. If you are seeking to spark your business you will find an EXPLOSION in this book. Order this book at the time of forming your corporation and you will get CharlieÆs Entrepreneurial Journey for $19.50 which includes shipping, handling and processing, when ordered with the formation of your company. PLUS Lawrence J. Spiegel will personally autograph your copy of CharlieÆs Entrepreneurial Journey.
Detours and Contradictions
Want more out of your General Partnership? Then donÆt miss Lawrence SpiegelÆs, 223 page Detours and Contradictions. Use this book, and all your available resources, to begin the challenging yet fulfilling journey of entrepreneurship. As weÆll see... having a marketable idea is only the first step in a lengthy process. Along the way youÆll encounter numerous detours and contradictions, risks and rewards. The price of Detours and Contradictions is just $13.50 if you order when forming your General Partnership. PLUS there is no extra charge for shipping, handling and processing as your book will be shipped with your General Partnership. Also, as an added bonus, your copy of Detours and Contradictions will be personally autographed by Lawrence J. Spiegel.
Detours and Contradictions
Want more out of your General Partnership? Then donÆt miss Lawrence SpiegelÆs, 223 page Detours and Contradictions. Use this book, and all your available resources, to begin the challenging yet fulfilling journey of entrepreneurship. As weÆll see... having a marketable idea is only the first step in a lengthy process. Along the way youÆll encounter numerous detours and contradictions, risks and rewards. The price of Detours and Contradictions is just $13.50 if you order when forming your General Partnership. PLUS there is no extra charge for shipping, handling and processing as your book will be shipped with your General Partnership. Also, as an added bonus, your copy of Detours and Contradictions will be personally autographed by Lawrence J. Spiegel.
Shipping information
Shipment of your Entity Records Book and Seal
- Regular Service - $32.95
- Next Day Service - $62.95
- Office Pickup – No Shipping Charge, only pay processing and handling fee - $19.95
- Regular Service outside Florida - $32.95
- Next Day Service outside Florida - $62.95
Worldwide electronic transfer of documents - delivered to you the same day entity documents are ready.
- Electronic transfer of entity records in PDF format, depending on your order, includes approximately 20 to 30 plus pages. (Excludes Entity Binder and Seal) - $25.95
- Electronic transfer of entity records in PDF format, depending on your order, includes approximately 20 to 30 plus pages with 16 Facsimile Seals (Excludes Entity Binder) - $32.95
Shipping to Canada or North America
- Regular Service to Canada or North America (approximately 3-5 business days for delivery) - $126.95
- Expedited Shipping to Canada or North America (Next Day Service) - $205.95
Shipping to Mexico or South America
- Regular Service to Mexico or South America (approximately 7 business days for delivery) - $105.95
- Expedited Shipping to Mexico or South America (approximately 2 business days for delivery) - $213.95
Shipping to countries in Europe
- Regular Service to Europe (approximately 4 business days for delivery) - $282.95
- Expedited Shipping to Europe (approximately 2 business days for delivery) - $304.95
Shipping to Asia
- Regular Service to Asia (approximately 4 business days for delivery) - $254.95
- Expedited Shipping to Asia (approximately 3 business days for delivery) - $283.95
Shipping to Africa
- Regular Service to Africa (approximately 4 business days for delivery) - $392.95
- Expedited Shipping to Africa (approximately 3 business days for delivery) - $487.95
Shipping to Australia
- Regular Service to Australia (approximately 7 business days for delivery) - $278.95
- Expedited Shipping to Africa (approximately 3 business days for delivery) - $314.95
Speed of services
If you need a corporation immediately, we have many Florida corporations, both current year and aged, which are ready for delivery. This is the best option for clients who need a corporation within 1 business days. For more information and a complete list of all our Reddi or Shelf corporations CLICK HERE or call our office at (888) 520-7800 for details.
If you need your General Partnership formed urgently, for an additional $175 we can expedite the registration of the General Partnership and preparation of the General Partnership Records and the General Partnership Package will be ready the next business day.
If you need to form your General Partnership fast, we offer a 3 Business Day General Partnership formation service for an additional $100. We will expedite the registration of the General Partnership and preparation of the General Partnership Records and the General Partnership Package will be ready in 3 business days.
Orders received after 3:30 pm will be processed the following business day.
Orders received after 3:30 pm will be processed the following business day.
The regular processing time for a General Partnership is approximately two weeks. The General Partnership Package includes all the documents and the General Partnership Seal.
We offer two levels of rush service. When you opt for one of our rush services, we guarantee to promptly deliver your Corporation to the State for processing, however, if the State is backlogged, you may experience a delay in receiving your documents. We strive to have all rush orders ready as soon as humanly possible, however if time is of the essence you may opt for one of our Reddi Corps which are ready for immediate delivery.
WWW.AMERILAWYER.COM/411
Amendments
Changes
Modifications
Additions
Deletions
other services for your Corporation, LLC or Partnership.
Beyond the initial corporation or LLC setup there are additional legal services that you should expect, without additional charge, from whomever you choose to form your Corporation or LLC. Each order placed with Spiegel & Utrera, P.A. includes one on one personalized service from one of our associates. We believe our clients should expect superior customer service, from our law firm. That means explaining the different issues relevant to incorporating or organizing a LLC in a manner that is easy for the client to understand. That way you as a business person can make informed choices when you set up your corporation or LLC.
There are many relevant issues you need to take into consideration but which you may not be aware of when starting a new business: different tax advantages available to you; indemnification and covenant not to sue; federal, state and local filing requirements; name protection; choices of entity structure set up; available agreements and the importance of maintaining corporate and LLC company formalities and complete records; lease reviews; and contracts.
When you use our firm to incorporate or organize your LLC, we will continue to provide you with a toll free number for a 30-day period after incorporating or organizing your LLC so that you may contact our firm whenever you need legal assistance. You can even become a member of our General Counsel Club at a discount, when you incorporate or organize your LLC, and get unlimited legal advice by phone for the entire year.
Seven Powerful Reasons to Incorporate or Organize an LLC
- Protect yourself from personal liability
- Business Tax Deductions
- Minimize IRS Audits
- Privacy
- Use of a Marketing framework
- Raising capital
- Easy transfer of ownership
Overall discussion of the tax advantages of incorporating or organizing a LLC
Spiegel & Utrera, P.A. has achieved success because we offer Information, Guidance and Counsel with every corporation or limited liability company formed!
We are the low cost providers of incorporation and LLC formation services. This year we will form over 10,000 corporations and LLC's.
Most of our clients are repeat customers or referred to us by users of our services.
Need help Incorporating or Forming your Limited Liability Company? Give us a Call Today! | Frequently Asked Questions
SPIEGEL & UTRERA, P.A. is your one source for business legal services.Would you rather speak to a lawyer? A Spiegel & Utrera, P.A. associate is ready to take your call.
Our Office
Miami
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney
New York City
1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Nicolas Spigner, Esq.
Managing Attorney
Clifton, NJ
642 Broad St., Suite 1B
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Sandy A. Adelstein
Managing Attorney
Los Angeles
8939 S Sepulveda Blvd.
Suite 400
Los Angeles, CA 90045
Toll Free: (888) 520-7800
(310) 258-9700
Fax: (310) 258-9400
Nicolas Spigner, Esq.
Managing Attorney
Delaware
9 East Loockerman Street
Suite 202
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney
Las Vegas
2545 Chandler Avenue
Suite 4
Las Vegas, NV 89120
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Joel S. Beck, Esq.
Managing Attorney
Chicago
Continental Office Plaza, Suite L12
2340 Des Plaines River Road
Des Plaines, IL 60018
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Michael C. Welchko, Esq.
Managing Attorney
General Counsel Club®
Unlimited Legal & Business Advice
LEARN MORE!
Toll Free: 1 (305) 854 - 6000
Fax: 1 (800) 520 - 7800
webclerk@AmeriLawyer.com
Natalia Utrera, Esq.,
Managing Attorney
Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advice and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer.
Copyright © 2025 Spiegel & Utrera, P. A. All Rights Reserved
Price Includes State filing fee
Price Includes State filing fee