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!
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!
Read more . . .
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...
Read more . . .