Maintain Your LLC

Complete the "Maintain Your LLC" checklist

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.

Maintain Your LLCUltimate Nomad ChecklistWeek 54

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

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