LLC Wizard System Package
Thank You
Thank you for using our LLC Wizard System business start-up materials. Below you will find links to all your training material in setting up and establishing your business. You will receive a box containing the complete LLC Wizard and the book Protecting Your Financial Future. Shipping usually takes 5-7 business days, though you can get started with the information AND links below immediately. If you would like to know the status on shipping, please call our office at 801-802-9020.
It’s our mission to help you succeed and grow your business the right way. Getting it done right gives you the peace of mind you can’t put a price on. I’m very excited for this opportunity to work with you.
Lee R. Phillips
Attorney, Author, Speaker
Counselor to the US Supreme Court
Personal Use Disclaimer
Please understand the LLC Wizard System is for YOUR personal use only. Some of these files are extremely large and may take several minutes or hours to download depending on your Internet connection.
Download Instructions
Most of the links when clicked will open up into a new window. Once the new window opens you can either save the file to your desktop or if there is a link you can take your mouse and hover over the link. Then “RIGHT” click on the link and choose “save target as” or “save link as”. When you see the popup screen, I recommend you save to your desktop and then later you can create a folder to put all the materials in the LLC Wizard package in.
– IRS Tax Forms
Title Page
Course 1 – LLC Introduction
Audio Track 1: Introduction Written 1-1 LLC Introduction
Audio Track 2: Use an Entity Written 1-2 Business Matrix
Audio Track 3: Entity Structure Options Written 1-3 Business Structure Questionnaire
Audio Track 4: LLC Elements and Liability Written 1-4 What happens in Nevada
Audio Track 5: Changing to an LLC Written 1-5 Putting Property into an Entity
Audio Track 6: Nevada LLCs Written 1-6 States with Series LLC
Audio Track 7: Liability Shielding
Course 2 – Articles of Organization
Audio Track 1: Naming Your LLC
– Name Check
– State Forms
Written Articles of Organization Template (Word Document)
Audio Track 2: Filing Articles of Organization Written 2-2 LLC Designations
Audio Track 3: Filling Out the Forms
Audio Track 4: Registered Agent
Audio Track 5: Members and Managers
Audio Track 6: Single vs Multi-Member LLCs
Audio Track 7: Management
Audio Track 8: Contributions and Signing
Course 3 – Choosing a Tax Structure
Audio Track 1: Taxing an LLC Written 3-1 Tax forms links
File a K-1 yearly for each set of membership interests
- For membership interests from a Corporation: Form 1120S Schedule K-1
- For membership interests from a Partnership: Form 1065 Schedule K-1
File the appropriate tax return for your chosen tax designation
- Single Member LLC filing as an Individual: Form 1040
- Multi-Member LLC filing as a Partnership: Form 1065
- Single or Multi-Member LLC filing as a Corporation, either S or C: Form 1120
Audio Track 2: SS-4, Cont. Link for SS-4 http://www.irs.gov/pub/irs-pdf/fss4.pdf
Audio Track 3: Form 8832 Link for Form 8832: http://www.irs.gov/pub/irs-pdf/f8832.pdf
Audio Track 4: Form 2553 Link for Form 2253: http://www.irs.gov/pub/irs-pdf/f2553.pdf
Audio Track 5: Membership Interests Membership Certificate 3-7 LLC Certificate
Audio Track 6: Moving Property
–Certificate Transfer Log 3-8 Certificate Transfer Log
–Warranty Deed 3-9 Warranty Deed
–Resolution Bank Account 3-10 Resolution Bank Account
Audio Track 7: IRS Advantages
Course 4 – The Operating Agreement
Written Operating Agreement Template (Word Document)
Track 2: Piercing the Corporate Veil
Track 3: Introduction and Article I
Track 6: Article III 3.1 to 3.2
Track 7: Article III 3.3 Duties of Managers
Track 8: Article III 3.4 to 3.9
Track 12: Articles VII and VIII
Track 14: Signatures, Schedules, and Closing
Course 5 – Ongoing Maintenance (Formalities)
27-Point Formalities Checklist
Track 1: Minutes, Annual Meeting
–Notice of Manager Meeting 4-4 Notice of Manager Mtg
–Waiver of Notice Manager 4-5 Waiver of Notice Manager Mtg
–Notice of Member Meeting 4-6 Notice of Member Mtg
–Waiver of Notice Member 4-7 Waiver of Notice Member Mtg
–Minutes Organization Meeting 5-2 Minutes Organization Mtg
–Minutes Member Meeting 5-3 Minutes Member Mtg
–Minutes Sample 5-4 Minutes Sample
Track 2: Managers and Acceptance of Documents
Track 4: Shifting Taxes and Deductions
Course 6 – Charging Order Protection/Series LLCs
Track 3: More on Charging Orders