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Business Planning Business planning and counseling services are offered to assist clients in achieving personal and professional developmental objectives. As counsel for professional practices, sole proprietorships, general and limited partnerships, professional and business corporations, the firm stands ready to meet all of the needs of varied business interests. Services include formation and dissolution of partnerships and corporations, commercial transactions and financing, employment and contract negotiations, pension and profit sharing plans, and syndications exempt from federal and state securities registrations. Careful tax planning to maximize client goals is a significant part of all client services. The following represents a sampling of some of the business planning services offered by Smigel, Anderson & Sacks.
Available Downloads Business Succession Planning Professional practices and business enterprises need planning for the disability, retirement and/or death of owners, key employees and their families. Business Succession Planning offers concrete plans to guide principals, partners, shareholders and their families through the many phases of their business relationships. Succession Planning plays a vital role in estate planning, buy-sell agreement, deferred compensation and retirement plans, life insurance and disability programs, all of which can be tailored to meet specific business needs. Business Audit The Business Team at Smigel, Anderson & Sacks can assist you by protecting you from some common pitfalls. When you chose to incorporate your business or formed a limited liability company or limited partnership, your primary consideration was to protect yourself from personal liability for the entity's debts. Our Business Audit is a "check-up" to make sure that your protection is in place and may include: ● Preparation of Annual Meeting Minutes and Resolutions ● Review of Corporate Books & Records ● Analysis of the need for a Buy-Sell Agreement ● Review of Stock Ownership, Operating Entity and Potential Areas of Liability ● Analysis of Insurance & Accounting Practices Business Checkup Whether your business is a manufacturing concern, construction company or professional practice, your single greatest asset and expense are your people, both owners and employees. Reviewing Employment Issues, Executive Contracts, Pension Plans and HIPAA Compliance addresses the challenges of getting, keeping and compensating excellent people. Employment Issues ● Human Resources review of employee manual, procedures, discrimination, family leave, etc... ● Contract review of employee services and benefits, restrictive covenants ● Compliance with government regulations ● Benchmarking against industry best-practices Executive Contracts ● Key Personnel ● Additional fringe benefits ● Stock Options ● Restrictive covenants Pension Plans ● Plan documents ● Form 5500 filings ● Administration reports ● Notices ● Enrollment ● Beneficiary designations ● Compliance HIPAA Compliance and Privacy Issues ● Compliance with income tax, payroll and filings ● Planning to minimize taxes through deductions and credits Another reality of any healthy business is the flow of funding and profits. It is also important to have the knowledge to take the necessary steps to grown your business. Our review of Commercial Transactions and Real Estate Options should assist you in your decision making process as you build your future. Commercial Transactions ● Commercial loan documents ● Security agreements ● Thrid party/vendor contracts Real Estate Options ● Leases ● Environmental concerns ● Ownership structure ● Mortgage finance structure Insurance ● COBRA ● Excise tax liability ● Property/Casualty ● Auto ● Special Risk Disaster Recovery Plan Relationships ● Professional Advisors Another area which varies according to the nature of your business is the need for knowledge pertaining to intellectual property which addresses trademark, copyright and trade secret concepts. Also varying is your business's potential exposure to the threat of litigation. Licensure ● Professional ● Regulatory Intellectual Property ● Protecting and obtaining trademarks, copyrights, patents, trade secrets, customer lists, computer data Litigation Exposure ● Review ongoing or potential litigation cases ● Review existing contracts and/or forms utilized for contracting for litigation related issues including choice of venue, mandatory arbitration clauses, choice of law provisions, etc... The purpose of this checklist is to identify the scope of services we have available to you. We can address as many of them as you desire in as much depth as satisfies you of the adequacy of your own plans. We want you to consider us as a resource to be called upon not only in times of crisis but also in times of planning. We are happy, in fact we suggest the advisability of, working together with your existing trusted advisors. We want to be an additional resource that you can call upon, one who understands your business and your goals. The Business team at Smigel, Anderson & Sacks can assist you in protecting company and personal assets. In addition to protecting company assets, we can help you develop prudent corporate planning will lead to operating more profitably, reducing the risks of litigation and achieving appropriate compliance with applicable regualtions The HR Audit A Human Resources Audit can help prevent costly future litigation and put your company on the cutting edge of HR law and process. The Business Team at Smigel, Anderson & Sacks will review your existing employee handbook, policies and procedures. From this review, our team will be able to assess your risk and needs, make recommendations, draft amendments to your policies and procedures where needed and help you put in place a foolproof HR package that meets both your needs and those of your employees. We can determine the level of audit that is right for your business. The HR audit would include the following areas: Hiring Procedure ● PHRC, EEOC, COBRA, PA Minimum Wage Act, FLSA ● Employment Advertising ● Prospective Employee Information: Benefits, Drug Testing, Medical Exams, Background Checks, Immigration Requirements ● Employee Handbooks: Content, Policies, Procedures ● Application and Interview Notes ● Hiring New Employee/Keeping an Employee File ● Employment Contracts, Restrictive Covenants, Convenants Not to Complete The Workplace ● Employee Evaluations ● Personnel File ● Employee Handbook Review ● Posting Mandated Notices ● Family and Medical Leave Act ● Harassment Free Workplaces: Sexual Harassment, Age, Sex, Race, Religion Discrimination ● HIPAA for Employers ● Travel Reimbursement ● Negative or Wrongful Employee Behavior ● Employee Injury ● Terminating an Employment Relationship Real Estate Services The Business Team at Smigel, Anderson & Sacks effectively manages your residential and commercial real estate leasing, acquisition and mortgage financing transactions. We offer complete settlement services and title insurance as a value-added convenience to our clients. Whether your real estate needs are simple or complex, our experienced attorneys are able to accommodate your needs in the area of: ● Acquisition Advice ● Financing Options ● Sales Agreements and Construction Contracts ● Notes, Mortgages or Easement Agreements ● Subdivision, Zoning and Land Development Approvals ● Title Search and Review ● Title Insurance (we are a licensed title insurance agent for Commonwealth Land Title Insurance Co.) ● Environmental Issues Litigation Litigation Support is a crucial component of The Business Team at Smigel, Anderson & Sacks. We provide experienced and effective representation in federal, state and administrative venues. Our broad knowledge of commercial dispute issues allows us to handle a variety of complex matters such as Breach of Contract, Labor and Employment, Construction Law and Real Estate. The seasoned litigators on The Business Team at Smigel, Anderson & Sacks work closely with our Transactional and Business attorneys in our diverse areas of practice. Our litigators understand how disruptive litigation can be to a business and strive to provide our TRADEMARK personalized service coupled with a keen knowledge of business imperatives to work toward a positive outcome in a cost-efficient fashion. Our litigation team has represented businesses in the following areas: ● Labor and Employment ● Real Estate ● Construction Law ● Business Tort ● Government Contracts ● Mediation and Arbitration ● Preliminary Injunctions ● Professional Licensing and Administrative Hearings Asset Protection Asset Protection is a key component of effective legal representation for Health Care, High Risk Professionals and High Asset Individuals. Proper legal planning can minimize legal claims and judgments and prevent creditors from reaching your personal assets. The Business Team at Smigel, Anderson & Sacks can create an Asset Protection Strategy unique to your portfolio to maximize your protection. Our areas to expertise include: ● Asset Protection Trusts ● Delaware Trusts ● Grantor Trusts ● Irrevocable Trusts ● Personal Residence Trusts ● Corporations & Limited Liability Companies ● Joint Ownership Issues ● Family Limited Partnerships ● Transfer of Assets A Closer Look at the Impact on Businesses Job and Growth Tax Relief Reconciliation Act 2003 Links of Interest Technology Council of Central Pennsylvania Capital Region Economic Development Corporation Dauphin County Department of Community and Economic Development |
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Phone: 717.234.2401 |
