In today’s world most business (corporations, partnership, limited liability companies, etc.) and family (revocable trusts, irrevocable trusts, partnerships, etc.) entities need to document their governance and administrative issues on at least an annual basis. Historically, the primary purpose for undertaking this governance documentation was to document the “existence” of an entity for legal liability purposes. In recent years, however, governance documentation has become ever more important to document the “business purposes” for taxation (income, estate, gift, excise, sales and use, etc.) purposes. Core provides services to its clients with regard to the documentation of governance related to all aspects of a business entity or family entity’s tax documentation issues.
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