LLCs: What to do After Filing the Articles

Event Details

LLCs: What to do After Filing the Articles Mr. Roth will share his thirty years of experience as a tax and business advisor in how to properly form and maintain LLCs and S corporations. Some areas to be covered:

  • How LLCs and S corps help to protect assets and manage risk
  • Articles, tax identification numbers and fictitious business names
  • Agent for service of process and statement of information
  • Holding the First Meeting—what should be included and why
  • Bylaws, operating agreements and shareholder agreements
  • Issuing stock or certificates and limited offering exemption
  • Loans v. capital—problems if not documented
  • S elections for corps and LLCs and late filings
  • Avoiding the “disregarded” LLC
  • Importance of legal standing and California issues
  • The best way to treat vehicles and home offices
  • Reasonable compensation for working owners of S corps
  • Reimbursing expenses—accountable v. non-accountable plans
  • Out-of-state formations, California and nexus issues
  • Alter ego—how it derails asset protection and tax benefits
  • Annual and special meetings— waivers of notice and recording minutes
  • Contracts, agreements and official records books
  • Entity tax returns, deductions and balance sheets
  • Distributing earnings and property
  • Amending articles, bylaws and operating agreements
  • On-going compliance and best practices
  • Dissolving LLCs and corporations
  • Bio of Instructor: Randy Roth, EA, MSFS

Randy Roth is a tax, estate & business consultant, providing services to individuals, businesses, estates, trusts and non-profit organizations. He advises in the formation of business entities, corporate compliance matters, real estate holdings and non-profits—as well as in their on-going maintenance. He is an owner and principal of Incompass Tax, Estate & Business Solutions, an Enrolled Agent with a Masters specializing in Estate Planning and Taxation and has been in business for thirty years.

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June 13, 2018
9:30 am - 12:30 pm


California Capital Women’s Business Center
1792 Tribute Rd #270
Sacramento, CA 95815
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