Investure, Llc, and Smith College

Chrysler Motors LLC, a U.S. auto manufacturing company, is no stranger to creating various automotive innovations through the years. Nor is the company a stranger to working its way through financial ups and downs. During Chrysler’s more profitable years the company has made several successful strategic acquisitions such as the one during the 1920s when Chrysler bought the Dodge Brothers firm. This acquisition allowed Chrysler to develop and release the low priced Plymouth brand as well as the medium…

the Limited Liability Company, commonly known as LLC. Limited Liability Companies are a comparatively new form of business structure. It came about in 1977 once Wyoming was the first state to consent to such an organization, which merged the tax advantages of a partnership with the limited liability benefits that come with corporations. It took more than ten years following that decision for the Internal Revenue Service, or IRS, to declare that an LLC would be considered a partnership when pertaining…

We discussed 5 questions of family members working together and some of the challenges family members face when entering a partnership. We also discuss the marketing strategies and web page structure of www.Zatswho.com. Case 3 Questions: Zatswho LLC Can A Mother–Daughter Team Be Successful Entrepreneurs? Questions and Responses Q1. What tips can you offer Cooper and Schwinoff about family members who start and run a business together? What pitfalls would you warn them to avoid? When considering…

Week 4 – You Decide John Smith tax issues: a. How is the $300,000 treated for purposes of Federal tax income? The $300,000 that John received for services rendered from the court case is considered earned income for the year. The $300,000 is earned income for John Smith and will be reported as gross income either on Schedule C of the individual return or as gross income on the LLC return. “US code defines gross income in 26 U.S.C § 61 states except as otherwise provided in this subtitle…

Executive Summary Intellinex LLC is an eLearning company that was recently spun off from its parent Ernest & Young LLP. At its inception Intellinex claimed to be one of the largest eLearning providers. They have an aggressive strategy to take advantage of the consolidating eLearning market and become a "one-stop" provider of all eLearning services for their clients. Their focus is on creating customized training for clients and helping them to implement and maintain their on-line courses. Products…

Case 5: Research Affiliates International Portfolio Management 31.03.2014 Executive Summary Tower Watson, an investment consultant company, has for main objective toward its pension clients to increase their return as high as possible while keeping as low as possible the risk taken by their investments. We are asked to analyze the pertinence for TW to recommend to its clients the Research Affiliate Financial Index (RAFI) strategy over traditional indexing and over a more actively managed…

It was a pleasure to meet with you last week. This memo is in regard to your concerns that you mentioned during our meeting and my recommendation for each one. Please review this memo and call me if you have any questions. 1) John Smith tax issues: a. How is the $300,000 treated for Purposes of Federal Tax income? Gross income means” all income from whatever source derived, including (but not limited to the following items: Compensation for services, including fees, commissions, fringe benefits,…

Case 15-1: Private Fitness LLC* Private Fitness LLC is a springboard case that can be used as the basis of a discussion of management's need for information. It serves the same purpose for Part 2 of the book that the Kim Fuller case did for Part 1. Approach This case uses a small business as its setting so that students can visualize the business's activities, and so questions of generally accepted accounting principles will be essentially irrelevant. In fact, a shift the student needs to make…

honestly say that I remember the first time I met Dr. Demarcus Smith. He is an active member of the Cleft and Craniofacial Team at Children’s Hospital in New Orleans that I have been seeing ever since I was around nine years old. Over the years, however, I am fortunate enough to call many of the men and women who are a part of the team my friends. More recently, I had to have a procedure done called Le Fort I. The surgeon, in my case Dr. Smith, detaches one’s top jaw and adds extra bone as well as plates…

9-107-061 MARCH 8, 2007 WILLIAM J. BRUNS Survey Masters LLC Natalie Patel and Carlos Lopez met while studying statistics together at Northeastern University in Boston. After graduation Patel had accepted a position with the largest independent marketing research firm in the United States, and Lopez went to work for Progressive Insurance outside Cleveland as an actuary. At their tenth class reunion in 2003 they met again. Each was somewhat unhappy in their current job, and both wanted…