Tuesday, January 2, 2024
Check out this week's blog to find out what you need to know - now - about the Corporate Transparency Act ("CTA"), which is estimated to impact over 30 million - mostly small + mid-size - businesses.
This new federal law likely affects you if:
Are a business owner;
Have beneficial ownership in a business (individually, or thru another company or trust);
Have substantial control over a business
The failure to comply with the CTA is not to be taken lightly, with steep fines ($500/day + $10,000 for criminal fines), plus a possibility of two years in jail!
Read on for a link to our comprehensive guide to the CTA + BOI Reporting, to see if you're impacted + what you need to do...
Read more . . .
Thursday, November 17, 2022
Happy Birthday to the lovely, caring + wonderful face of our firm, Becky DeCoite! We are SO lucky to have you as a friend and team mate - have a wonderful birthday!
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Monday, October 10, 2022
As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match).
That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits.
In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!
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Wednesday, October 5, 2022
Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road...
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Friday, June 24, 2022
Happy Birthday to YOU!