Estate Plan In The New Year
January 26th, 2024Originally posted on Forbes.com Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong […]
Shenkman Law
Basic Estate Planning Documents: Overview and Planning Considerations
January 24th, 2024Originally posted in NAEPC Journal of Estate and Tax Planning Professional articles and webinars so often focus on new developments, complex or creative new planning ideas, as practitioners are […]
Corporate Transparency Act: What You Really Need To Do
January 14th, 2024Originally posted on Forbes.com The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings […]
New IRS Ruling: Can’t Modify A Trust To Add A Tax Reimbursement Clause
January 14th, 2024Originally posted on Forbes.com Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a […]
Five Recent Corporate Transparency Act Changes – A Christmas Gift (Mostly) from FinCEN and the House of Representatives
January 5th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #288. There have been five major events relating to the Corporate Transparency Act: 1) Reporting companies formed during […]
Immediate Actions Needed for Transparency Act Planning
January 5th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #283. The Corporate Transparency Act (“CTA”) is scheduled to be effective January 1, 2024, and there are important […]
Corporate Transparency Act November 8th Regulations
January 5th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #282. On November 8th, the Treasury Department dashed the hopes of a great many professionals who have wished […]
Corporate Transparency Act: Implications to Estate Planning
January 5th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #280. The Corporate Transparency Act (“CTA”) is a new federal law that will impact the owners, principles and other […]