Maintain Your LLC

Schedule and give your partners notice you have an upcoming annual partnership meeting.

Mark done once you've given partners notice.

Hold your annual meeting for Partners.

Mark complete once you've held your annual meeting for Partners.

Review your LLC Operating Agreement to make sure everything is up to date and relevant.

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.

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.

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.