Published for the
Clients and Friends of Zegarelli Associates Professional
Zegarelli Associates is often asked to assist clients
in negotiating contracts and business transactions, and, in such
cases, clients usually ask if there is a general overriding
principal to remember. The answer is basic: Remember the Team!
You must begin by identifying the necessary players on
both sides, the goal, and the necessary strategy to achieve the
goal. Every member of the team has a primary purpose, and a
secondary purpose to assist other members of the team with their
primary purpose. You must believe in, rely upon, and unify your
team, and, no matter what, you never, ever, allow anyone
(including yourself and your own team members) to break down the
bonds of your team. But, the first step is to recognize that
you need a team, and, then, to develop and coordinate your team.
Our experience finds no exception to this rule.
The end of 1994 is approximately one month away! Please take
the time to consider your year-end planning. For example, you may
want to take certain tax deductions in the current tax year or
make contributions to your retirement plan. Or, you may want to
end the year by finalizing your estate plan, etc. We can help.
If you are interested in changing the form of your
business entity, such as incorporating, you may want to have
the firm file your documents in December, with an effective
date of January 1, 1995. This will allow for a smooth
Given the election results, you may want to
consider deferring taxable income (especially capital gains)
in 1994. New lower rate credit cards can make it less
expensive to make year-end credit card purchases to reduce
If you are required to make estimated tax payments
during the course of the year (typically self-employed,
partners, and S corporation shareholders) and had adjusted
gross income for 1993 in excess of $150,000, the safe harbor
to avoid underpayment penalties is now 110% of prior year
The 25% health insurance deduction for
self-employed individuals, partners and 2% S corporation
shareholders has not been reinstated for 1994.
Although contributions to Keogh plans can
be made until April 15, 1995, plans must be established prior
If we are proud of anything, then we are proud of our
clientele. In fact, we are pleased that, over the years, we have
come to represent a clientele of unmatched entrepreneurial
spirit. So, whats a firm to do? We know all of you, but we
think that all of you should know about each other, too.
Therefore, we are in the process of preparing a firm client
profile. Heres how it works:
We are asking our business clients to assist us by
completing and returning the Profile Questionnaire (which may
be enclosed with this Client Update) on or before
December 12, 1994. Feel free to return the Questionnaire by
The completed Profile will not include
names, addresses or telephone numbers of clients. Only a
description of products and/or services will be identified.
Any client interested in meeting another client
can call their attorney and request a meeting with the other
client (with or without the attorney).
The Profile will be distributed to clients that
decide to participate (by completing the Profile
The reason to participate is basic: it provides
an unmatched opportunity to network with some of the most
interesting and exciting entrepreneurs in the region. At a
minimum, it provides an advertising referral source. At best, it
provides an opportunity for corporate partnering, joint ventures,
We are pleased to continue to provide legal services
at an hourly rate which remains an excellent value and extremely
cost-effective. Please contact your attorney with regard to his
or her particular rate for 1995; we now offer a variety of price
ranges. We are pleased that the Legal
Coordinator rate remains at $65, and legal assistants at $45 per
In addition, we continue to offer retainer-based
relationships which can provide an even greater savings for legal
services, if services are needed on a more consistent basis. With
regard to payment methods, we accept all major credit cards at no
additional cost to our clients, and we continue to establish
tailored payment plans.
As you may have heard us say (over and over and over),
"protect your trademark." As a result of numerous
client requests, beginning on January 1, 1995, we are
initiating our Checkmarksm Service. The Checkmark
Service is a service provided by Zegarelli Associates to verify
the status of your trademark registrations on a consistent basis.
The service can be elected for 3-month, quarterly, semi-annual
and annual verification.
Stated generally, in accordance with the approved frequency,
Zegarelli Associates will automatically perform a computerized
search on your trademarks and/or service marks to assist in
preventing others from registering similar marks. We will
automatically send you the results, and, if it is necessary that
we oppose another pending registration, then we will so advise.
As you may know, we perform the searches extremely cost
effectively: $25 logon fee, plus research time and actual print
charges. Often, the total fee is less than $50 per logon.
Your docket is maintained by the firm to track our
"to-do" list for you. Generally, we distribute to you a
copy of your docket once per year at year-end. You may request
your docket at any time. If we do not distribute a docket to you
before year end, then we do not have any pending work identified
for you in the computer system. If we send you a copy of the
docket, please review it carefully, and call us with any
correction. For example, if we list that we are awaiting your
directive with regard to a matter, and if you thought we were
proceeding, then call us so that we can adjust accordingly.
Zegarelli Associates is pleased to feature:
in the Client Spotlight. Youve always wanted to be in
headlines. Heres your chance! This months feature is
a start-up business concern dealing in the complete
cost-effective production of marketing newspapers for
businesses. Your clients may not even know that they are
reading promotional materials. Strategic Exposure is located at 1417
Brownsville Road, Suite 137, Pittsburgh, PA 15227 and may be
contacted at 412-884-9445. If you mention the Client
Update, you will receive a 10% discount from your initial
purchase. Strategic Exposure certainly has the entrepreneurial
[Zegarelli Associates selects the
client for the Client Spotlight based upon novelty of business
idea, and the legitimate discount offered to the readers of the Client
Update. Zegarelli Associates does not endorse client products
and/or services, and Zegarelli Associates is not otherwise
associated with the Client featured. Call for an application to
be featured in the Client Spotlight.]
Issues of Client Update
Future issues of the Client Update are expected
to have summary articles on Franchising and Sales
Tax. Call us with your ideas for future articles.
Contact us today! Our firm can assist
you with understanding and applying the law to your particular situation.
Represent the Entrepreneurial Spirit®.
If you would like to obtain our other firm publications, please go
mailing list page.
Articles and information are for general information only, and often address
issues, without expressly indicating, in generalizations. Laws vary between and
among jurisdictions. You should not rely upon any
information provided by or on the website, including articles, as applicable to your
particular situation. The
law, filing fees, etc., change often, so the information in this document may
not be current. The laws of various jurisdictions may be different than provided
here. Please contact us at email@example.com
if you are interested in becoming our client--only then would this office be in
the position to provide advise with regard to your particular situation.
It is important for you to review
Unless otherwise specified above, Copyright © 2004,2008 Technology & Entrepreneurial Law Group, PC. All rights reserved.
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