Delaware Holding Company Services

Many companies are formed in Delaware to take advantage of Section 1902(b)(8) of the Delaware Corporate Income Tax Law, which provides an exemption from taxation to companies whose activities within Delaware are limited to the maintenance and management of intangible assets.   The companies can hold investment portfolios (stocks, bonds, etc.), stock of affiliated companies, intercompany notes, patents, trademarks, or any other intangible assets.  

In order to take advantage of a Delaware Holding Company to limit a company’s state and local tax burden, it is imperative that the mind and management of the holding company be in Delaware.  This includes making sure all of the day to day and managerial functions of the entity are carried out in Delaware.   RK Advisors, LLC can provide a full suite of services to ensure all of your bases are covered.  This comprehensive list of services includes:

  • Office Space
    • Shared or Separate Office Space
    • Conference Facilities
  • Administration
    • Accounts Payable and Accounts Receivable
    • Incorporation Services
    • Concierge Services
    • Mail Forwarding
  • Corporate Governance
    • Provision of a W-2 Employee
    • Director and/or Officer Services
    • Registered Agent / Office
    • Storage of Records
    • Board Meeting Preparation and Minutes
    • Hold Nominal Equity
    • Prepare Statutory Filings
  • Accounting
    • Preparation of Financial Statements including:
    • Trial Balance
    • General Ledger
    • Financial Reports
    • Account Reconciliation
    • Maintain Sub-Ledgers
    • Calculation, Invoicing and Collection of Interest
  • Intellectual Property Management
    • Manage Licenses
    • Calculation, Invoicing and Collection of Royalties

RK Advisors can also conduct a Check-Up of your existing holding company to help ensure the entity is operating as you envisioned.  RK Advisors will provide you with a detailed analysis of our findings and may further provide a list of suggested improvements and an implementation plan for those suggestions.  


               Richard Klumpp