BEGIN:VCALENDAR
VERSION:2.0
PRODID:
BEGIN:VEVENT
UID:608544kak
DTSTAMP:20260922T030509Z
DTSTART:20261112T160000Z
DTEND:20261112T170000Z
LOCATION: **Online**
SUMMARY: Entity Problems Tax Season Finds Too Late
DESCRIPTION: \n  \nEvery one of your business clients is at least one legal entity — and most are several. Each of those entities carries its own set of state obligations that have nothing to do with the tax return: annual reports\, registered agent requirements\, and foreign registrations in states the client may have stopped operating in years ago. When those obligations slip\, the consequences land on your desk\, in March\, when the client can't get a good standing certificate for a loan closing\, discovers a $400 Florida late fee that no one can waive\, or learns the entity was administratively dissolved last September.\n  \nNovember is the only month on the calendar when a firm can get ahead of all of it. Tax season is behind you and the 2027 compliance year hasn't started. Florida's annual report window opens January 1 and closes May 1\, and every other state runs its own clock alongside it. This session is built for exactly that six-week gap\n \nWhat We'll Cover\n  \nWe'll start with what actually happens to a business entity between January 1 and May 1 — in Florida first\, and then in the states Florida clients most often carry entities in: Delaware\, New York\, Texas\, and the Wyoming and Nevada . Those are LLCs clients form online without telling anyone. We'll draw a clear line between state registration obligations and tax filing obligations\, and explain how a client can be fully current with the Department of Revenue while sitting in revoked status with the Secretary of State.\n  \nFrom there\, we'll walk through the four failure points that account for most lost good standing — dormant foreign registrations\, outdated registered agent addresses\, missed annual reports\, and revoked or administratively dissolved status. We will show you how to spot each one in a client's entity portfolio\, and what it actually costs to unwind.\n  \nWe'll close with a practical year-end entity review your firm can run across its client base in an afternoon\, and a simple entity register template that turns a once-a-year fire drill into a repeatable\, billable service.\n  \nYou'll leave With\n  \n\nA clear picture of which entity deadlines reset on January 1 and which run on anniversary dates. \nA working understanding of Florida's 2027 annual report cycle\, fees\, penalties\, and dissolution timeline. \nA four-point audit you can apply to any client's entity portfolio. \nA downloadable multi-state compliance calendar and entity register template. \nA model for offering entity compliance as a year-round service rather than a reactive cleanup.\nSpeakers \n  \nFrank Tumminello\, CEO and Co-founder\, FileForms\n  \nFrank Tumminello is the CEO and Co-Founder of FileForms\, the compliance automation platform that handles entity formations\, annual reports\, registered agent services\, foreign qualifications\, and related state filings across all 50 states. Built API-first\, FileForms powers compliance programs for more than 35\,000 businesses and 2\,000 professional services firms\, and provides white-label compliance infrastructure to CPA firms\, law firms\, family offices\, and fintech platforms.\n  \nBefore founding FileForms\, Frank spent nearly a decade in private equity and investment banking. As Director of Corporate Development at Flores &amp\; Associates\, a private equity–backed benefits administrator\, he led eight acquisitions of third-party administrators and business compliance providers. Earlier\, he was a Senior Associate at Century Equity Partners and an investment banking analyst at Oppenheimer &amp\; Co. and Raymond James.\n  \nFrank is a frequent speaker and podcast guest on state compliance and the professional-services channel\, including past appearances with the FICPA. He holds a B.S. in Physics from Bates College and is based in South Florida\n \n \n  \nRyan Mulligan\, Head of Account Management\, FileForms\n  \nRyan Mulligan leads Account Management at FileForms\, where he works directly with accounting firms\, law firms\, and multi-entity businesses to design and run their entity compliance programs — from registered agent coverage and annual report calendars to multi-state foreign qualifications and good standing remediation.\n  \nRyan brings 13 years of experience in corporate compliance services. He spent the majority of his career at Corporate Creations\, one of the country's leading registered agent and corporate services providers\, and continued with the business following its acquisition by Computershare\, where he managed a team of account managers serving professional firms and their clients. That background gives him a practitioner's view of what actually goes wrong inside a client's entity portfolio and what it costs to fix.\n  \nAt FileForms\, Ryan leads onboarding and ongoing account management for professional firms\, bulk filers\, and API partners.\n  \n \n  \n\n  \n\n  \n\n  \n \n  
CLASS:PUBLIC
END:VEVENT
END:VCALENDAR
