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Monthly Archives: October 2024

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Navigating the Corporate Transparency Act: Essential Insights and Compliance Reminder for SMBs

Blog, Business Owner/Self Employed, TaxBy Editorial TeamOctober 2, 2024

The compliance deadline for the Corporate Transparency Act (CTA) is fast approaching! Small and medium-sized businesses must act now to meet the new requirements. The CTA mandates reporting beneficial ownership information to FinCEN to increase corporate transparency and combat financial crimes.

Estate and Tax Planning in a Changing Political Landscape

Case Study, Estate, Family Finances, Featured, TaxBy Editorial TeamOctober 1, 2024

Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.

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