You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

header_Engage_final.jpg

Holding Company Services

“We’ve breathed new life into a company’s growth plans by providing the corporate services they need to be a Delaware company for over 20 years. Sometimes I feel like one of the founding fathers in this area. There’s nothing we can’t do to help a company setting up shop in Delaware to be as successful and sound as they can possibly be.”  

 

– Peter J. Winnington, CPA, CFP, Director

 

We launched our Corporate Services division over 35 years ago and now have 20 professionals to assist companies in creating Delaware Investment Holding Companies (Special Purpose Entities). We
think it’s fair to say that we are the “go to” CPAs and financial gurus for holding companies.

And, we believe that we’ve earned our merit award from the volume of referrals we’ve received from esteemed bankers, accountants and attorneys. The longevity of our relationships is the trust and competence that speaks to the value we provide to our clients.

Thinking of creating a special purpose entity as a vehicle for managing your state and local tax liabilities?
If you’re going to do it in Delaware, do it here. Because, as they say, we’ve “been there, done that.”

Our Delaware Investment Holding Company Services Include
  • Delaware subsidiary set-up management
    • Appropriate form preparation and filing, including your application for exemption from
      Delaware corporate income tax
    • Banking services establishment
    • Delaware-based legal counsel selection and assistance
  • Delaware physical presence establishment
    • Office space assistance and identification in Delaware (subleased, shared or private)
    • Provide Officer/Director on request
    • Delaware nexus regulation compliance annual review
  • Comprehensive accounting and tax planning services
    • Account ledger and accounting record preparation
    • Corporate banking and records reconciliation
    • Delaware franchise tax report filing
    • Employment tax returns and 1902(b) information return filing
    • Inter-company interest and royalty calculation and administration

 

Contact Our Corporate Service Professionals

Looking for assistance with holding company services? For additional information on our holding company services, please contact Peter Winnington, CPA, CFP,  at 302.225.0600 or click here to email Peter. In a brief consultation he can assess your situation and determine the best way to proceed.

  • CONTACT PETE

     

    For additional details please contact Pete. He looks forward to hearing from you.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

    • Fixing Common Plan Mistakes – Failure to Obtain Spousal Consent

      Posted by Maria T. Hurd, CPA The Rule When plans have a Qualified Joint and Survivor Annuity default form of benefit, or when a plan offers life annuity options, spousal consent must be obtained for any distribution or loan out of the plan, except when the plan provides for involuntary cash-outs for balances amounting to [...]

  • BELFINT NONPROFIT BLOG

    • Back to School with Charity Navigator

      School has officially started across the country, and it looks like students won’t be the only ones who will be graded out of 100 points this year. Charity Navigator, a nonprofit organization that evaluates charities in the United States and compares them to charities with similar causes, recently changed their rating system from a 70-point scale to a 100-point scale.

  • MATTER OF TAX BLOG

    • License Renewal Reminder!

      The Delaware Division of Revenue (DOR) is reminding businesses that Delaware business licenses expire at the end of December and must be renewed by December 31, 2014 .The DOR notes that it is easiest to renew licenses online at www.delaware.gov, as it allows taxpayers to print a temporary license directly from their computer which substitutes as a valid license until a permanent license is received in the mail.

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

© 2014 by Belfint Lyons & Shuman, P.A. All rights reserved.