Monthly Archives: July 2011

Major Customer Shakedowns

by Peter McCann of McCann Corporate Consulting Associates (“MCCA”)

MCCA has seen a small, emerging phenomenon of cases that resemble customer shakedowns. MCCA has seen millions of dollars at risk.  The following description is heavily disguised but the essential points are clear. This article is not specific advice for specific situations. Consult your professional advisers.

Major Company
Major Company’s head office is in a gleaming 12-storey building shimmering on an oasis of manicured suburban lawns.  Recently, Major’s Internal Audit Group reviewed the Purchasing Department’s documentation on office supplies, and concluded that the 10-year old agreement between Major and Purple-Blue Office Supplies provided for a 10% volume discount and that the discount had not been given for at least 8 years. Therefore, Internal Audit reported that there had been overcharging of 10% on $300,000 average annual purchases for at least 8 years -  $400,000 (including interest).

Sales Thought – It Isn’t Only About the Money

by Nick Miller of Clarity Advantage

In which we are reminded that our clients make decisions to change based on a broader set of factors than cost savings and that, sometimes, cost savings isn’t even first on the list.

I answered the ringing phone at 5:15 pm. Every sales rep’s dream, right? Get to the senior executive after 5:00, when the gatekeeper is gone? The sales rep at the other end of the line, Jamie, sounded a little startled to hear my voice.

Jamie: “Mr. Miller?”

Me: “Yes.”

Jamie: “Um…er… This is Jamie Enders at Vital Communications. I’ve been speaking with your assistant, Carla.”

Me: “Yes, I’m aware of your conversations.”

Jamie: “Oh, good. Well, I’d like to come in to meet with you for 20 minutes to show you how we can save you money on your phone bill.” [This meant: "I haven't been able to convince Carla and I'm hoping I can persuade you."]

2011 IRS Offshore Voluntary Disclosure Program

By Michael R. Hayward, CA, CPA of Collins Barrow Ottawa LLP

The U.S. Internal Revenue Service (IRS) recently announced a special voluntary disclosure initiative that should be of particular interest to U.S. citizens resident in Canada. According to the IRS press release dated February 8, 2011, the 2011 Offshore Voluntary Disclosure Program (OVDP) is “designed to bring offshore money back into the U.S. tax system and help people with undisclosed income from hidden offshore accounts get current with their taxes.” If you are a U.S. citizen resident in Canada, and you have simple banking relationships in Canada such as chequing accounts, savings accounts and RRSPs, you might not think that this program has any relevance to you. After all, you probably don’t consider Canada to be an “offshore” tax haven and you probably have never attempted to “hide” any income from the IRS. However, a closer look at the U.S. income tax filing requirements and foreign bank account disclosure requirements for U.S. citizens living in Canada might reveal that you have unfulfilled obligations with the IRS. If so, it is likely in your best interests to come forward voluntarily, using the 2011 OVDP or one of the IRS’s other voluntary disclosure mechanisms.

Sales Thought – Selling the Strengths

by Nick Miller of Clarity Advantage

In which we are reminded to sell the strengths we have rather than those we wish for.

On Saturday, I invested a day with my family and a few friends to join fellow citizens for some tornado relief. We drove west to a pretty Massachusetts town, a portion of which hard- hit by the early June tornados. We became “Team 5,” assigned to assist a homeowner clear her property.

If you looked at the overhead map of her street, you would see trees… acres of trees… so thick that no perennial flowers would grow.  Her house sits close to the top of a hill on a street that the tornado apparently liked, for it crossed the Connecticut river and, moved straight up her street and over her hill.