The document provides an overview of key banking concepts including:
1) Banks main competitors and the Federal Reserve Act of 1913 which established the Federal Reserve system. The Fed Funds Rate indicates monetary policy changes.
2) Formulas for calculating net interest income and non-interest income/expense which are important metrics for banks.
3) Guidelines for various types of business entities including sole proprietorships, general partnerships, corporations, non-profits and franchises. Proper documents and tax IDs are required depending on the business type.
How to get an E2 visa and how can the Shah Peerally Law Group PC help in the preparation of your investor visa (E2 visa). We also cover few alternatives to the E2 visas.
Form S-8 (“Form S-8″) is a short-form registration statement under the Securities Act of 1933, as amended
(the “Securities Act”) used to register employee and consultant benefit and compensation plans.
This Securities Lawyer 101 Q & A discusses the most common questions we receive from our clients about
Form S-8 Registration Statements.
Partnerships generally are associated with the practice of law, medicine, public accounting and other professions, and also with small business enterprises
How to get an E2 visa and how can the Shah Peerally Law Group PC help in the preparation of your investor visa (E2 visa). We also cover few alternatives to the E2 visas.
Form S-8 (“Form S-8″) is a short-form registration statement under the Securities Act of 1933, as amended
(the “Securities Act”) used to register employee and consultant benefit and compensation plans.
This Securities Lawyer 101 Q & A discusses the most common questions we receive from our clients about
Form S-8 Registration Statements.
Partnerships generally are associated with the practice of law, medicine, public accounting and other professions, and also with small business enterprises
Don’t want to get “taken” on a low dealer trade-in, consider donating that older model car to your favorite charity. Want help getting a fair market value on your car, call us.
PLANET FITNESS, INC.
4 Liberty Lane West
Hampton, NH 03842
NOTICE OF ANNUAL MEETING OF STOCKHOLDERS
Dear Stockholder:
The 2018 Annual Meeting of Stockholders (the “Annual Meeting”) of Planet Fitness, Inc. (“the Company”) will
be held at the offices of Ropes & Gray LLP, Prudential Tower, 800 Boylston Street, Boston, MA 02199 at
2:00 p.m. Eastern Time on May 2, 2018, for the following purposes:
1. Elect the two director nominees named in the Proxy Statement to serve until the 2021 annual meeting
of stockholders;
2. Ratify the appointment of KPMG LLP as our independent registered public accounting firm for 2018;
3. Approval of the 2018 Planet Fitness Employee Stock Purchase Program;
4. Approval of, on an advisory basis, the compensation of the Company’s named executive officers;
5. Approval of the frequency of the vote to approve, on an advisory basis, the compensation of the
Company’s named executive officers; and
6. Transact such other business as may properly come before the meeting or any adjournment thereof.
https://www.planetfitness.com/ or https://esgjrconsultinginc.com/ to learn more about High-Tech Fitness
One of the most populous states in the country, Florida is also a popular state for business startups.
This presentation will help you incorporate (set up a corporation) in Florida, including submitting formation documents, obtaining licenses and tax IDs, setting up corporate records, and more.
Desarrollo tecnológico y científico en Colombia, se detallara su crecimiento o su equilibrio en la sociedad y como adoptan los ciudadanos colombianos estos datos.
Don’t want to get “taken” on a low dealer trade-in, consider donating that older model car to your favorite charity. Want help getting a fair market value on your car, call us.
PLANET FITNESS, INC.
4 Liberty Lane West
Hampton, NH 03842
NOTICE OF ANNUAL MEETING OF STOCKHOLDERS
Dear Stockholder:
The 2018 Annual Meeting of Stockholders (the “Annual Meeting”) of Planet Fitness, Inc. (“the Company”) will
be held at the offices of Ropes & Gray LLP, Prudential Tower, 800 Boylston Street, Boston, MA 02199 at
2:00 p.m. Eastern Time on May 2, 2018, for the following purposes:
1. Elect the two director nominees named in the Proxy Statement to serve until the 2021 annual meeting
of stockholders;
2. Ratify the appointment of KPMG LLP as our independent registered public accounting firm for 2018;
3. Approval of the 2018 Planet Fitness Employee Stock Purchase Program;
4. Approval of, on an advisory basis, the compensation of the Company’s named executive officers;
5. Approval of the frequency of the vote to approve, on an advisory basis, the compensation of the
Company’s named executive officers; and
6. Transact such other business as may properly come before the meeting or any adjournment thereof.
https://www.planetfitness.com/ or https://esgjrconsultinginc.com/ to learn more about High-Tech Fitness
One of the most populous states in the country, Florida is also a popular state for business startups.
This presentation will help you incorporate (set up a corporation) in Florida, including submitting formation documents, obtaining licenses and tax IDs, setting up corporate records, and more.
Desarrollo tecnológico y científico en Colombia, se detallara su crecimiento o su equilibrio en la sociedad y como adoptan los ciudadanos colombianos estos datos.
This is one of presentations from the 2009-2010 Game Industry Start Up Workshop Series. The first workshop topic was "How to Form and Protect Your Business" and it took place on 9/15/09.
To maintain corporate good standing status in most states, nonprofits are required to file annual or periodic reports with the Secretary of State, just like their for-profit counterparts. Though the forms and procedures are similar in every state, there is very little uniformity in how states handle due dates, fees, signature requirements, filing methods (paper vs. online) and additional filing requirements of other state agencies. Though the fees and financial penalties for failing to make these required filings are usually nominal, there are much more damaging consequences for failing to comply.
It is imperative that nonprofit organizations fulfill all state corporate compliance obligations in a timely manner. Compliance is not an option; it’s the law, and noncompliance or late filings can be costly in many ways. Aside from the monetary penalties, in terms of late fees and other potential costs, there are more damaging consequences of noncompliance, such as:
• Loss of good standing and ability to conduct business in a state
• Suspension, revocation, or administrative dissolution
• Loss of right to use the nonprofit’s name
• Loss of access to courts
• Damage to the nonprofit’s reputation which can result in a decrease in donations
In the event of revocation or dissolution, usually there is the added expense of reinstatement or requalification, which can easily reach hundreds of dollars in some states.
Keeping up with the ever-changing requirements and differences from state to state in nonprofit corporate compliance can be quite a challenge. This program will provide a broad overview of state corporate compliance requirements for nonprofits and valuable reference material that will assist you in meeting these requirements.
Bookkeeping and taxes might be the farthest thing from your mind when starting a business, but if they are done wrong, or not done at all, it can end up costing you more than you realize.
Eileen Driscoll of Supporting Strategies will discuss the “Three C’s” of proper bookkeeping - consistency, controls and cash - for your business to ensure you can produce accurate and useful financial information. She will be joined by Robert Traester and Dawn Darnell of WithumSmith+Brown, PC who will discuss tax planning opportunities for your business in a post-tax-reform climate.
Speakers
Eileen Driscoll, Managing Director, Supporting Strategies
Robert Traester, Senior Tax Accountant, WithumSmith+Brown, PC
Dawn Darnell, Senior Manager, WithumSmith+Brown, PC
This is the first module in the Canadian Small Business Course.
In this module, we examine the forms of organization that a business can take in Canada. Well look at proprietorships, partnerships and corporations.
We analyze the advantages and disadvantages of each form, along with the tax filing requirements for each. Also reviewed are the tax planning opportunities that are available under each form. Most importantly, we go over the decision process that you should go through when choosing the proper method.
PPP Round 2 and PPP Round 1 Forgiveness Review
An analysis of the newly passed laws revitalizing the Paycheck Protection Program and approving a Second Draw.
(c) Donaldson Legal Counseling PLLC 2021 All Rights Reserved
Current information as of 1/7/2021
This is not legal advice. For legal advising consult an attorney.
Is Your Business Compliant With IRS Filing Requirements?Carmen Velazquez
Compliance with IRS Return Filing Requirements no matter what business you are in. If you are just starting out in your new business contact me to get you up and running properly. Call today or visit civelazquezea.com or send email to civelazquezea@gmail.com
1. CLASS NOTES
BANKING 101
Bank’s main competitors are credit unions, consumer finance companies, insurance companies,
mutual funds and securities brokerages.
Federal reserve act of 1913 established the federal reserve system commonly called the fed
The Fed Funds Rate is a short term indicator of the changes in monetary policy. Increase = the
fed is attempting to slow the economy. Decrease= the fed is seeking rapid economic growth.
Interest Income + Interest expense + FTP Expense + Provision for credit losses = Net Interest
Income
Fee & Service Charge Revenue = Debit Card Revenue = ATM Revenue =Other Earnings=Non-
Interest Income
Comp & Benefits + Occupancy & Equipment + Advertising + Deposit Account Losses + Divisional
Assessments + Corporate Assessments + Other Expenses = Non- Interest Expense
GL Reconciliation
Permanent GLS
48319 – Permanent Teller over/short
48320 – Permanent Coin Counter Losses
48323 – Permanent Vault Difference – RM Approval
48324 – Permanent ATM Write off (under $1)
48308 – Permanent ATM over/short
48405 – Permanent Customer Resolution – RM Approval
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45. FOUNDATIONS OF OPS 2
Business continuity - info updates in the event of a disaster/business disruption – 1-866-TCF-
NEWS
Canadian checks < than $5000. Canadian checks and foreign checks are sent to the Federal
Reserve Bank
Hard holds – complete the hard hold removal request form, key dhol to delete the hold. RM
approval
SLP holds – LP personnel authorizes to physically remove SLP hold. Only Assistant Vice
Presidents and above are authorized to remove the SLP
Document Storage at Iron Mountain: Order Records Retention Packet from purchasing
department which contains enough materials for 25 boxes. Customer id is G1425
Invoices- forevery bill complete an Invoice Authorization forms. Make copes and sent original
bills and form to accounts payable @ 380-02-0
Collection letters: No letter sent if less than $20.00
20.00-99.99; letter is sent after being negative 61 days
100.00 or more; letters sent at 5 days negative, 15 days, 30 days
46. Study Business continuity quiz
BRANCH IMAGE CAPTURE
Encoding errors: Research of Transaction Request form
Scans must be completed before 11am, 1om, 4pm and end of
Within each transaction credits are scanned before debits
BIC work retained for14 days (do not send if items remain in 17850)
Queued items: item that has been captured but is still being processed to detect image or MICR
line quality
Skewed items: item was scanned at an angle causing a crooked image. Proper scanning prevents
this
Error messages
60017 Canadian items are not allowed
60018 This item failed image quality for the following reasons
60042 loan payments are not allowed
60042 MICR lie not read
Contact Branch Banking for Support
CLICK2STAFF
Three panes within the Schedule Now window: My Team, Schedule Navigator, Scheduling
Manager
What page do you use most often in the Scheduling application: Schedule Now in order to add a
new team member: Team Management
What are two ways to shift the date range in the Schedule Now: scroll over, the calendar
Where in the application do you navigate?
Non-exempt employees: 20 min uninterrupted lunch break when working 5 ½ hours or more
BUSINESS ACCOUNTS
Sole proprietorship: owned and managed by one person EXAMPLE:JOHN SMITH FINANCIAL
SERVICES
Tax payer id: SSN or EIN
Documents: Assumed name certificate is need if the business name does not have the
authorized signer’s full name
Authority to act: When adding an authorized signer such as a secretary, “Bank Depository
Declaration for Sole Proprietor Business Account” form is needed
Additional documents to verify sole prop needed; business card, business brochure, business
invoice
General Partnership: association of two or more persons to carry on as co-owners of the
business for profit EXAMPLE: JONES, SMITH AND ANDERSON