Annual Entity Check-up: LLC’s, S-Corps and Must Have Docs

Here’s the recording of our recent webinar, plus the full slide deck for reference.

Download the slides

If you’d like tailored guidance on your situation, you can book a 15-minute consult with a Client Advisor.

In this session, Senior Attorneys Max Merritt and Ryan Tosto guide business owners through an Annual Entity Check-up, showing how to make sure your LLCs, S-Corps, and essential legal documents are current and compliant. They explain what core documents every company must maintain, what’s often missing, and how to avoid gaps that can jeopardize liability protection and tax planning. You’ll see how to review and refresh your structure before year-end so you can start 2026 clean and secure. Get the slides to follow along with examples and key citations.

Max and Ryan also break down entity strategy—when to consider a single-member or multi-member LLC, how to position holding companies alongside operating entities, and when an S-Corp election can create tax efficiencies. They outline practical steps for entrepreneurs and investors, including coordinating with your CPA and aligning with lender requirements, so your structure supports both growth and compliance. If you’re evaluating your current setup or planning a new one, schedule a consult and we’ll map the right approach for your goals.

Finally, the webinar highlights year-end action items: keeping operating agreements and minutes up to date, filing required reports, and timing strategic moves to maximize deductions. The timing coincides with our Annual Rehab Special (Sept 8–19), so you can move directly from understanding to execution—protecting assets, reducing taxes, and starting the new year on solid ground.

Ready to put this into practice? book a 15-minute consult to get your plan in motion.