On-demand webinar: Year-end compliance review—Preparing your business for 2027

Join our Year-End Compliance Review: Preparing Your Business for 2027 webinar for a practical roadmap to reviewing annual and periodic reports, registered agent information, business licenses, DBA registrations, multi-state qualifications, payroll and sales tax registrations, and key entity changes before the new year.

We'll discuss how to identify new licensing requirements and evaluate whether business changes have triggered additional obligations. We'll also cover important considerations related to state tax registrations, as well as the critical steps required to properly close accounts when withdrawing, dissolving, or ceasing operations in a state. In addition, we'll highlight timely developments that may impact your compliance program in the new year.

Whether you manage a single entity or a complex multi-state portfolio, you'll leave with a practical checklist and actionable strategies to simplify compliance management in 2027.

Key Takeaways

• How to conduct a year-end entity portfolio review and identify gaps.
• How to evaluate existing business licenses and identify new licensing requirements.
• Building a practical 2027 compliance calendar.
• Which business changes can trigger new compliance requirements.
• When to establish new tax registrations, and how to properly close accounts.
• Which regulatory and filing changes may affect 2027 workflows.
• How to create a repeatable compliance management.
• Best practices for reducing compliance risk, improving visibility, and ensuring all records remain up to date throughout the year.