Your Unused LLC Still Has Deadlines
The property sold two years ago. The LLC didn't. Inactive isn't a status the state recognizes, only open or closed.
Latest
The State You Forgot an LLC Was Registered In
Ask where each entity was formed and the answers come fast. Ask where each one is registered and they slow down. That gap is where franchise taxes go unpaid.
Who Asks for Your Entity Documents, and What They Actually Want
The CPA is the request you expect. The lender, the bank, the title company and the broker arrive with less warning and a deadline attached.
The Registered Agent Notice: Which Ones Matter, Which Are Noise, and Where They Should Go
A lawsuit, a deadline, and an advertisement arrive in identical envelopes, forwarded to whichever address was on file at formation. Sorting them is a job nobody assigned.
The Operating Agreement Amendment Problem: Why the Ownership in Your Head Is As-Of Formation
The ownership number you'd say instantly is the one from formation. The real one is in an amendment attached to an email. How drift happens and how to keep the chain.
What Entity Management Software Setup Actually Takes: One Entity, One Folder, One Afternoon
Not a data-entry afternoon. One entity, the folder you already have, and the two things Rhodes will ask you before it locks anything in.
The October 15 Tax Extension Deadline Is Three Weeks Out: The Entity Records Your CPA Still Needs
What's holding up an extended return in October is rarely a number. It's a K-1, an amendment, or a state notice sitting somewhere that isn't your CPA's inbox.
The Year-End Entity Checklist: A 90-Minute Audit
Everything entity-related is cheaper to fix when nothing is due. The six-check audit for the widest window of the year — before Q4 arrives with its pile.
After September 15: What This K-1 Season Should Change
The scramble is over — which makes this week the best moment on the calendar to be honest about how it went. The four-question retro, while it's fresh.
CPA Retirement: Your Record Doesn't.
Succession is a records problem wearing a relationship costume. What your CPA knows that isn't written anywhere you control — and the continuity test to run now.
Distribution Tracking: Who Gets Paid, From Where, and In What Order
Distributions feel like the fun direction, which is exactly why they're tracked worse. The mirror image of the capital-calls piece: the money coming back.
After the Lender Says Yes
The fire drill was loud; covenants are silent. What a signed credit agreement quietly adds to your calendar, and why obligations that live inside PDFs get missed.
K-1
The September 15 K 1 Deadline List
Two weeks before September 15 is the highest-leverage moment of K-1 season: everything is still fixable. The five-step runbook, starting from ownership, not your inbox.
Entity Management
CPA Document Checklist: What Your CPA Wishes You Had Ready
Most of what you pay a CPA for a multi-entity structure is reconstruction, not tax work. The operational packet that turns seven emails into one export.
Entity Management
Chatting With Your Files Isn't a Record
A folder of twelve K-1s looks equally complete whether you're owed twelve or thirteen. Why "chat with your files" fails the three-questions test as structure grows.
Funds
Capital Call Tracking Across Entities: Who Wires, From Where, and What It Does to Your Ownership
A capital call is the only document in your inbox with a wire deadline attached — and in a layered structure, "which entity wires, from where?" is the hard part.
Entity Management
What Do You Actually Own? Effective Ownership Calculation Across Layered Entities
Your actual percentage of the deal isn't written down anywhere — it's 30% × 60% × 80%, spread across three operating agreements and an amendment that moved one of them.
Entity Management
The Entity Fire Drill: What a Lender Will Ask You For, and How Long It Actually Takes
Every structure gets audited eventually — usually by a lender. Here's exactly what the diligence email asks for, and why the cost is assembly, not documents.
K-1
K-1 Tracking: Where Are Your K-1s Across Funds, Entities, and Extensions
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.
Entity Management
The Three Questions Your Entity Management Records Exist to Answer
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.
LLCs
Multi State LLC Compliance Tracking: What You're Probably Missing
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.
family office
You Are the Self Managed Family Office: Running a Family's Entities Without a Staff
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.
LLCs
How to Organize Operating Agreements When You Have 10+ Entities
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.
LLCs
LLC Documents Checklist: What You Actually Need for Each LLC
The core documents every LLC should have on file — and a five-minute test to find out whether yours actually does.