 |
DAM, SNELL AND TAVEIRNE, LTD.
| |||
|
DAM, SNELL AND TAVEIRNE, LTD.
| |||
| To Do | Item / Task | Target Date/Responsible Party | |||||
|
Prepare annual budget/forecast | |
|||||
| Prepare five year forecast/needs | |||||||
| Review company disaster plans | |||||||
| Review accounting systems/internal controls | |||||||
| Review succession plans |
|||||||
| Review pension/profit sharing plans-SEPs | |||||||
| Pension/profit sharing plans - SEP's | |||||||
| Employee compliance i.e.: W-4, I-9, etc. | |||||||
| Employee vs. subcontractor - 1099 etc. | |||||||
| Develop business employee manual | |||||||
| Review unemployment rules | |||||||
| Update corporate minutes: | |||||||
| - Salaries and bonuses |
|||||||
| - Loans and leases |
|||||||
| - IRS Sec 274 and employee auto req. |
|||||||
| Review buy/sell agreements | |||||||
| Review inventory controls | |||||||
| Initiate income tax planning | |||||||
| Review accounts receivable management | |||||||
| Review business insurance: | |||||||
| - Use and occupancy - building |
|||||||
| - Key person insurance/life insurance |
|||||||
| - Business umbrella/liability |
|||||||
| - Disability insurance |
|||||||
| Review wills and trusts | |||||||
| Review disability insurance | |
||||||
| Review wills and trusts | |||||||
INTERNET ADDRESS - dstcpa.com |
|||||||