Q2 distribution estimated-tax transfer

Move the shareholder estimated-tax share alongside the Q2 distribution. Ruth's draft calculation is attached; awaiting the final payroll figure.

Q3 federal & state estimated payments

Individual estimates for Marta & Paul, prepared for professional review before payment.

Property tax - plant, residence, cabin

County property-tax bills across the three real-estate parcels. Amounts reconcile to the assessments on file.

Meridian payroll & 941 filings

Company payroll and Form 941 handled by the CFO with Ruth's oversight. Listed for the family's full compliance picture.

Annual gift-tax exclusion tracking

Track annual-exclusion gifts to the next generation against the plan. Daniel and Ruth confirm reporting where a return is required.

Meridian Fabrication S-corp return & K-1s

Form 1120-S and shareholder K-1s (Marta 90%, Nora 10%). Feeds each shareholder's personal return.

Gift trust fiduciary return

Form 1041 for the irrevocable 2021 gift trust. Trustee Daniel Reyes signs; Ruth prepares.