A folder of received K-1s looks equally complete whether you're owed twelve or thirteen. Why K-1 season really ends September 15, and the thirty-minute August list that saves October.
Not "can I find the document" — "can I answer the question." What do you own, through which entity, and what's due next: the actual test of whether your entity records work, and how to pass it.
Crossing a state line multiplies your LLC's obligations — reports, taxes, agents, foreign qualification — each on its own calendar. The categories to check, state by state.
Nobody hired you, but you're the family office — the one who knows where the trust documents are and when the filings are due. The back office job, described honestly, with a playbook for running it without staff.
Finding an operating agreement isn't the same as finding the answer. A step-by-step system for keeping the current version of every entity's agreement findable.
The core documents every LLC should have on file — and a five-minute test to find out whether yours actually does.
I started with 5 LLCs and 3 trusts. That felt manageable. I had a general sense of where things were — formation docs on my computer, tax returns in email, a mental map of which entity was registered where. Then it grew. 10 LLCs. 6 trusts. New states, new filing requirements,
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