📋
Tax Filing Deadlines 5 DUE SOON
Comprehensive tracking for Form 1040, partnership K-1s, foundation 990-PF, gift tax returns 709, and all federal/state tax filing requirements.
5 Due Q4 2024
12 Due Q1 2025
97% On-Time Rate
💰
Trust Distribution Deadlines 3 PENDING
Required minimum distributions, mandatory annual distributions, and distribution deadlines across all 18 trusts with automatic reminder notifications.
3 Due Dec 31
$8.4M YTD Distributed
100% On Schedule
📄
Regulatory Filings CURRENT
State business registrations, trust registrations, beneficial ownership reports, annual reports, and all federal/state regulatory compliance requirements.
42 Completed 2024
8 Due Q1 2025
100% Compliance
🔄
Document Renewals 2 EXPIRING
Tracking for powers of attorney, healthcare directives, HIPAA authorizations, insurance policies, and all time-sensitive estate planning documents.
2 Expire Q4 2024
47 Active Docs
45 Current
👥
Advisor Meeting Schedule SCHEDULED
Quarterly reviews with tax advisors, estate attorneys, trustees, financial advisors, and other professional service providers with meeting coordination.
3 This Quarter
28 Completed 2024
8 Advisors