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Index
Title Page Preface About the Author Acknowledgements CHAPTER 1 - Legal Forms to Establish a Sole Proprietorship
1. IRS Form SS-4, Application for Employer Identification Number 2. IRS Form 1040 Schedule C, Profit or Loss from Business 3. IRS Form 1040, U.S. Individual Tax Return
CHAPTER 2 - Legal Forms to Establish an LLC
4. LLC-1, California LLC Articles of Organization 5. Sample Letter to Secretary of State Accompanying Articles of Organization 6. Sample Letter to Registered Agent Accompanying Articles of Organization 7. Long-Form Operating Agreement for Member-Managed LLC 8. Short-Form Operating Agreement for Member-Managed LLC 9. Long-Form Operating Agreement for Manager-Managed LLC 10. Short Form Operating Agreement For Manager-Managed LLC 11. Membership Ledger 12. Investment Representation Letter 13. Appointment of Proxy for Members’ Meeting 14. Call for Meeting of Members 15. Notice of Meeting of LLC Members 16. Minutes of Meeting of LLC Members 17. Action by Written Consent of LLC Members 18. Written Consent of Members Approving a Certificate of Amendment of Articles ...
CHAPTER 3 - Legal Forms to Establish a Corporation
19. Sample California Articles of Incorporation 20. Sample Articles of Incorporation: Delaware Long Form 21. Nevada Long Form with Optional Provisions and Continuation Sheet 22. Sample Articles of Incorporation: Short Form 23. Nevada Articles of Incorporation, Long Form 24. Optional Provisions for Inclusion in Articles of Incorporation 25. Sample Letter to Secretary of State Accompanying Articles of Incorporation 26. Sample Letter to Registered Agent 27. Sample Action by Incorporator Appointing Directors and Approving Bylaws 28. Share Transfer Ledger 29. IRS Form 2553 Election by a Small Business Corporation 30. Investment Representation Letter 31. Appointment of Proxy for Annual or Special Shareholders’ Meeting 32. Long-Form Appointment of Proxy for Annual or Special Meeting of Shareholders 33. Minutes of Annual Meeting of Shareholders, Alternate Form 34. Minutes of Annual Meeting of Directors 35. Action by Written Consent of Shareholder(s) 36. Call for Special Meeting of Directors 37. Action of Directors by Written Consent to Approve Stock Option Plan and to ... 38. Action of Directors by Written Consent Approving Purchase of Another Corporation 39. Action of Directors by Written Consent Appointing Directors to Fill Vacant ... 40. Written Consent of Directors Approving a Certificate of Amendment of ... 41. Certificate of Amendment of Articles of Incorporation Changing ... 42. Certificate of Amendment of Articles of Incorporation Electing Close ... 43. Sample Delaware Certificate of Dissolution 44. Written Consent of Shareholders Approving a Conversion from a California ... 45. Sample Certificate/Articles of Conversion from a California Corporation to ... 46. Notice to Remaining Members by a Member Desiring to Withdraw from a Corporation
CHAPTER 4 - You’re Free to Franchise
47. Are You Ready to Be a Franchisor? 48. Franchise Feasibility Test 49. Typical Franchise Agreement Table of Contents 50. Franchise Disclosure Document Components 51. Operations Manual Outline 52. Checklist for Evaluating Your Suitability as a Franchisee or Small Business Buyer 53. Sample Franchise Agreement Table of Contents 54. State Franchise Guidelines and Offices 55. Franchise Area Development Agreement Table of Contents 56. Franchise Comparison Worksheet
CHAPTER 5 - Legal Ps and Qs for Partnerships
57. Application for Employer Identification Number (EIN) 58. Delaware Certificate of Limited Partnership 59. Sample General Partnership Agreement 60. Partnership Ledger 61. Action by Written Consent of Partners
CHAPTER 6 - Legal Forms for Your Business Location
62. Sample Commercial Lease 63. Sample California Agreement to Lease Equipment 64. Sample Janitorial Service Agreement 65. Sample Parking Space Agreement 66. Tenant Improvement Form for Property Improvements
CHAPTER 7 - Forms to Establish Business Ethics
67. Common Tax Forms for Small Business 68. A Guide to Writing a Code of Ethics 69. SCORE’s Five Tips on Ethics Training 70. Sample Dress Code 70. Your Guide to Fair Employment
CHAPTER 8 - The Lawful Way to Employ Immigrants
72. Form 9035 and 9035E Application for Nonimmigrant Workers 73. Form 9142 Application for Temporary Employment Certification
CHAPTER 9 - Legally Navigating Online Activity
74. Agreement to Sell Works of Art 75. Art Approval Form 76. Change Order Form 77. Creative Review Checklist 78. Identity Theft Victim’s Complaint and Affidavit 79. Sample Linking Agreement 80. Permission Request Form (online images and text) 81. Valuing an Internet Business 82. Notification of Infringement Letter Under the Digital Millennium Copyright Act 83. Counter-Notification Letter Under the Digital Millennium Copyright Act 84. Mutual Nondisclosure Agreement 85. Website Terms of Service
CHAPTER 10 - Create Legal Contracts and Agreements
86. Bill of Sale 87. Unsecured Promissory Note 88. Secured Promissory Note and Security Agreement 89. Consulting Services Agreement 90. Multimedia Development Contract 91. Mutual Compromise Agreement and Mutual Release 92. Checklist for a Buyer’s Purchase Order 93. Checklist for Modifying or Extending an Existing Contract 94. Checklist for Sales Agreements Where Your Company Is the Seller 95. Terms of Purchase 96. Terms of Sale 97. Examples of Legal “Boilerplate” 98. Lawyer Engagement Letter 99. Terms and Conditions for Engagement of Outside Counsel 100. Service Evaluation and Repair Agreement
CHAPTER 11 - When Business and Family Mix
101. A Simplified Simple Will 102. Asset Value Test 103. Calculating Your Life Insurance Needs 104. Your Family Documentation 105. Common Distribution Provisions and Common Trust Distribution Provisions 106. Financial Summary Worksheet 107. Total Assets and Liabilities Worksheet 108. Form 1041 U.S. Income Tax Return for Estates and Trusts 109. Form 706 U.S. Estate (and Generation-Skipping Transfer) Tax Return 110. Form 709 U.S. Gift (and Generation-Skipping Transfer) Tax Return
CHAPTER 12 - Employ Legally and Effectively
111. Application for Employment—Short Form 112. Application for Employment—Long Form 113. Authorization to Release Employment Applicant Information 114. Pre-Employment Reference Check via Phone 115. Pre-Employment Reference Check via Letter 116. Applicant Comparison Summary Form 117. Applicant Rating Form, Part One 118. Applicant Rating Form, Part Two 119. Offer of Employment and Employment Contract 120. Voluntary Resignation 121. Employee’s Separation Checklist 122. Manager’s Pre-Dismissal Checklist 123. Employee Exit Interview 124. Employee Master Database
CHAPTER 13 - When Business Becomes Litigious
125. Sample Cease and Desist Letter 126. Sample Demand Letter 127. Sample Letter by Defendant to Plaintiff in a Collections Matter 128. Sample Settlement and Compromise Agreement 129. California Complaint Form 130. Debtor’s Order of Examination (California) 131. Connecticut Subpoena 132. Sample Post-Judgment Demand Letter 133. Debtor’s Statement of Assets (California) 134. Writ of Execution (California) 135. Satisfaction of Judgment (California)
CHAPTER 14 - When You Have to File for Bankruptcy
136. Voluntary Bankruptcy Petition 137. Involuntary Petition for Bankruptcy 138. Summons to Debtor in Response to Involuntary Petition 139. Exhibit A to Voluntary Petition 140. 141. List of Creditors for Voluntary Petition 142. Statement of Social Security Number for Volunary Petition 143. Declaration Under Penalty of Perjury for Voluntary Petition 144. Disclosure of Compensation of Attorney for Debtor 145. Schedule A—Real Property for Voluntary Petition 146. Schedule B—Personal Property for Voluntary Petition 147. Schedule C—Exempt Property for Voluntary Petition 148. Schedule D—Creditors Holding Secured Claims 149. Schedule E—Creditors Holding Unsecured Priority Claims 150. Schedule F—Creditors Holding Unsecured Nonpriority Claims 151. Schedule G—Executory Contracts and Unexpired Leases 152. Schedule H—Codebtors 153. Schedule I—Current Income of Individual Debtor(s) 154. Schedule J—Current Expenditures of Individual Debtor(s) 155. Declaration Concerning Debtor’s Schedules 156. Notice of Chapter 11 Bankruptcy Case, Meeting of Creditors and Debtors 157. Order and Notice for Hearing on Disclosure Statement 158. Ballot for Accepting or Rejecting Plan of Reorganization 159. Order for Relief in an Involuntary Bankruptcy Case 160. Proof of Claim Form 161. Summons in an Adversary Proceeding 162. Order Conditionally Approving Disclosure Statement 163. Order Finally Approving Disclosure Statement and Confirming Plan
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