| Task | Due | Related | Status |
|---|---|---|---|
| Draft disclosure packet | 3/22/2026 | Estate Planning - Smith | Open |
| Internal partner review call | 3/24/2026 | Business Formation - NB Client Partners | Open |
| Request updated business license | 3/18/2026 | Michael Chen | Open |
| Initial walkthrough scheduling | 3/29/2026 | Real Estate Purchase - Bluepeak | Open |