| Due | Action | ||
|---|---|---|---|
| โ | get tax letter | ||
| 2026-05-08 | Follow up for updates/scheduling meeting |
| Date | Type | Method | Notes |
|---|---|---|---|
| 2025-10-09 | In-Person Meeting | In-Person | Meeting logged โ Group 2 ($100K) |
| 2025-09-29 | In-Person Meeting | In-Person | Meeting logged โ Group 2 ($100K) |