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About Dan and His Repertoire

About Dan. Well, I am your host here at Incorporation911.com. I am 54 years old and have lived in Las Vegas, Nevada since 1970 except for a few detours to California and rural Nevada. My wife (of 26 wonderful years) and I have one beautiful teenage daughter. She's a student of the theater and aspires to be a makeup artist.

I was a private business consultant for over twenty years. I owned and partnered in several small business organizations over the years. In the mid-1970s I was a real estate licensee and realtor in California. I hold a paralegal certificate from the University of Nevada Las Vegas Paralegal Studies program.

WHY INCORPORATION911.COM?

I built this website for a few good reasons. One was to house my articles, technical reports, industry exposes, and related items. On a website, I can leverage myself. Once I put up the material, its there for you to refer to whenever you want or need it. Simply come here when you need company information or documents.

Another good reason is, you can benefit from my experience, insight and perspective on forming, operating and maintaining your business entity – your company. I won't tell you how to run your business. That’s your business. I hope to show you a practical approach to building, strengthening and reinforcing your company’s "corporate veil" of protection. That is vitally important in this American age of lawsuits and legal challenges.

HELPING YOU SUCCEED

That's what it's all about.

I have worked with hundreds of clients over the years to form, operate and maintain their business entities. I can show you how to streamline, systematize, and simplify the process, and how to keep the essential formal minutes. Wouldn't that be nice?

I don't know it all and I haven’t done it all. But I do know where they hide the secret sauce: reference materials, and primary and secondary authority. You will benefit from my broad experience, practical information, and common sense approach. Your reward?

A rock-solid corporate veil, and...peace of mind.

For everything you want and expect from your corporation or LLC, the least you can do for it is to do its annual minutes. It is your duty as an owner, officer or director! If you want to discuss automating your annual company minutes, please contact me.

MY SELF-SERVING LIST OF CREDS

If you're still reading, that's great! Okay. Here's the laundry list of why my clients turn to me for help. Essentially, they want the benefit of my...

EXPERIENCE

I have prepared and filed hundreds of:

  • Corporations
  • Limited Liability Companies (LLCs)
  • Limited Partnerships (LPs)
  • Business Trusts
  • Land Trusts
  • Living Revocable Trusts
  • Irrevocable Trusts
  • Grantor and Non-Grantor Trusts
  • Simple and Complex Trusts
  • Domestic and Foreign Trusts

DOCUMENT PREPARATION

I have written thousands of formal company documents, including...

Formation Documents:

  • Articles and Certificates of Incorporation, Organization, Formation and Existence
  • Articles of Amendment
  • Articles of Dissolution
  • Bylaws
  • Operating Agreements
  • Partnership Agreements
  • Declarations of Trust
  • Trust Indentures
  • Land Trust Agreements

Meeting Documents:

  • Notices
  • Waivers
  • Calls

Company Minutes of:

  • Incorporators Meetings
  • Organizational Meetings
  • Annual Meetings
  • Shareholders Meetings
  • Directors Meetings
  • Committee Meetings
  • Regular Meetings
  • Special Meetings

Shareholder and Directors Resolutions regarding:

  • Amendments to Articles
  • Bylaw changes
  • Stock Issues
  • Stock Purchases
  • Stock Transfers
  • Dividends
  • Distributions
  • Appointments of Directors and Officers
  • Removal of Directors and Officers
  • Indemnification
  • Contracts
  • Employee Benefit Plans
  • Medical Reimbursement
  • Compensation
  • Elections
  • Proxies
  • Powers of Attorney
  • Property Purchases, Sales, Leases
  • Bank Accounts
  • Brokerage Accounts
  • Commercial Guaranty and Letters of Credit
  • Authorized Account Signatories
  • Fictitious or Assumed Business Names
  • Borrowing
  • Lending
  • Pledging Collateral
  • Gifts
  • Certified Copies
  • Merger
  • Reorganization
  • Liquidation
  • Termination

Real Estate Documents For:

  • Warranty, Grant, Quitclaim Deeds
  • Conveyances
  • Deeds of Trust
  • Mortgages
  • Substitutions of Trustee
  • Full and Partial Reconveyance
  • Title Insurance Companies
  • Escrow Companies
  • Real Estate Agents
  • Lending Institutions

CORPORATE EXECUTIVE SERVICES

I’ve held the position or otherwise prepared documents for:

  • Incorporator
  • Resident Agent
  • Shareholder
  • Stockholder
  • Director
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Member
  • Manager
  • General Partner
  • Limited Partner
  • Trustor
  • Trustee
  • Fiduciary
  • Beneficiary
  • Protector
  • Independent Fiduciary
  • Assistant
  • Pro Tem

BUSINESS RELATIONSHIPS

I have had personal working business relationships and several client situations dealing with:

  • The Licensed Professions
  • Small Business Owners
  • Investors
  • Bookkeepers
  • Accountants
  • Certified Public Accountants
  • Enrolled Agents
  • Lawyers and Attorneys
  • Barristers
  • Queen’s Council
  • Asset Protection Planners
  • Financial and Estate Planners
  • Investment Advisors
  • Stock Brokers
  • Bankers

GLOBAL PERSPECTIVE

I’ve worked with government agencies, professional firms, companies and folks in a diverse arena:

  • Many State Jurisdictions in the U.S.
  • Louisiana (Roman/French-Napolianic/Spanish Civil Code)
  • Great Britain (U.K.)
  • Canada (British Commonwealth)
  • Turks & Caicos Islands (British and Overseas Territory/Crown Colony)
  • The Bahamas (British Commonwealth)
  • Saint Vincent and the Grenadines, Nevis (British Independent Territories)
  • Hong Kong (pre-independence)
  • Panama (Civil Law)
  • Switzerland (Civil Law)

STATE AND FEDERAL LITIGATION

I have had some experience with litigation and the American legal and tax system:

  • I have testified in state and federal courts as a witness.
  • I have been the subject of interrogatories and depositions.
  • I have been sued in state courts.
  • I have been sued civilly in Federal District Court.
  • I have been personally audited.
  • My own companies have been audited.
  • I have personally sat in on IRS audits and exams of individuals, companies and trusts for dozens of hours.
  • I have seen audit resulting in a deficiency, no-change letters, and refunds to the taxpayer.
  • I have represented corporations, LLCs and trusts in tax audits.
  • I have been summonsed or subpoened in connection with civil litigation involving law suits, liens and seizures, divorce proceedings, bankruptcy, tax audits; and even a few criminal matters.

ADMINISTRATIVE PROCEDURES

I have dealt directly with state or federal agencies regarding:

  • Business License
  • Permits
  • Zoning Issues
  • Construction
  • Real Estate Transfers
  • Taxes



Need help writing the minutes for your annual company meetings? We can help you automate and streamline the process. It's simple when you know the secrets. Start here.




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