These are the checklists related to Maintain Your LLC.
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- Complete the "Maintain Your LLC" checklist
Complete the "Maintain Your LLC" checklist:
https://RealEstateFinancialPlanner.com/maintain-your-llc/
Maintain Your LLCPost-ClosingUltimate Nomad ChecklistWeek 44
- Partnership Give partners notice of upcoming annual meeting
Schedule and give your partners notice you have an upcoming annual partnership meeting.
Mark done once you've given partners notice.
Maintain Your LLCPartnershipsUltimate Nomad ChecklistWeek 52
- Partnership Hold annual meeting for Partners
Hold your annual meeting for Partners.
Mark complete once you've held your annual meeting for Partners.
Maintain Your LLCPartnershipsUltimate Nomad ChecklistWeek 53
- Partnership Review Operating Agreement
Review your LLC Operating Agreement to make sure everything is up to date and relevant.
Maintain Your LLCPartnershipsUltimate Nomad ChecklistWeek 53
- Partnership IF LLC: Create meeting minutes for annual meeting
If you're operating your partnership as an LLC, create meeting minutes for your annual meeting with your partners.
Mark this task complete when done creating your meeting minutes.
Maintain Your LLCPartnershipsUltimate Nomad ChecklistWeek 54
- File "Periodic Report" with Secretary of State yearly
Once a year you must complete a "Periodic Report" with the Secretary of State.
If you subscribed your email to the Secretary of State for your LLC's record, you should receive an email notice. Otherwise, you should receive a postcard.
As soon as you receive it, just do it. It takes 2 minutes if you do it right away.
If you delay, not only could you invalidate your asset protection plan, but there are late fees from the Secretary of State.
- Partnership Share tax return with Partners
If you have a Partnership, then once you have reviewed your tax return from your Accountant share it with your Partners.
Once you've shared it with your Partners, mark this task as complete.
AccountingBookkeepingBookkeeping and Accounting for NomadsMaintain Your LLCPartnershipsUltimate Nomad ChecklistWeek 64