Resources: Incorporated Clients
Guides, memos and templates from the partners at Nimble & Cross, on incorporation, banking, tax and fundraising.
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Guides, memos and templates
- [ MEMO ]2026-07-28 · 1.6 KB[ CLIENTS ONLY ]
My best client is 60 days late. Do I risk the relationship to collect?
Late payment is almost always a lost invoice or a forgotten reminder, not bad faith. Here is the escalation cadence agents run so you never have to make the awkward call yourself.
> read_file.sh█ - [ MEMO ]2026-07-24 · 1.5 KB[ CLIENTS ONLY ]
What do I need to report if I earn revenue in two countries?
US and Canadian tax authorities want the same wire explained two different ways. Here is what the reconciliation memo covers before either return gets filed.
> read_file.sh█ - [ MEMO ]2026-07-22 · 1.4 KB[ CLIENTS ONLY ]
How is tax residency determined when I live in two countries?
US-Canada treaty tiebreakers are not automatic. Here is what agents check before either return gets filed.
> read_file.sh█ - [ MEMO ]2026-07-20 · 1.4 KB[ CLIENTS ONLY ]
What is the deadline to file an 83(b) election?
Miss the 30-day deadline and the tax benefit disappears for good. Here is what agents track from the moment stock is issued.
> read_file.sh█ - [ MEMO ]2026-07-19 · 1.5 KB[ CLIENTS ONLY ]
Should I set up a donor-advised fund before or after a liquidity event?
A DAF funded with appreciated stock ahead of a sale captures a deduction the same contribution cannot claim once the shares are cash.
> read_file.sh█ - [ MEMO ]2026-07-18 · 1.5 KB[ CLIENTS ONLY ]
How do I protect a closing-day wire transfer from fraud?
Investor wires get intercepted more often at signing than at any other point in a company's life. Here is what agents verify before funds move.
> read_file.sh█ - [ MEMO ]2026-07-16 · 1.5 KB[ CLIENTS ONLY ]
How do I reconcile my books when two tax agencies are involved?
CRA and IRS want the same cross-border revenue explained on different timelines. Here is what stays in sync automatically.
> read_file.sh█ - [ MEMO ]2026-06-15 · 1.4 KB[ CLIENTS ONLY ]
What's the difference between the US R&D tax credit and SR&ED?
The eligible spend rules diverge more than founders expect. Here is what the agent recalculates for a dual-entity claim.
> read_file.sh█ - [ MEMO ]2026-06-05 · 1.4 KB[ CLIENTS ONLY ]
Why did my investor's international wire arrive short?
Standard banking FX spreads quietly take a cut of every cross-border check. Here is how routing avoids it.
> read_file.sh█