News

Let’s talk tariffs. Yep—those taxes on imported goods that made headlines a few years ago during the Trump administration. While they may sound like a topic reserved for economists and politicians, tariffs have had some very real, very tangible effects on everyday Americans—and could still be contributing to broader economic uncertainty today.

Another update re: the Beneficial Ownership Information Report ("BOIR") filing requirement update from the ongoing battles associated w/ the Corporate Transparency Act ("CTA")...

Business Owners! Beneficial Ownership Information Report ("BOIR") filing requirement is BACK IN EFFECT + again REQUIRED under the Corporate Transparency Act ("CTA"), as of the most recent update per  ongoing legislation - (February 17th, 2025 ruling by the US District Court in Smith v. U.S. Dept of the Treasury).

Please read on for more information on this developing issue, including new deadlines and requirements to note...

This week brought even more developments to the legal challenge to the Corporate Transparency Act ("CTA") and its Beneficial Ownership Information Report ("BOIR") filing obligations.

As estate + business planners, we’re dedicated to helping our clients navigate complex legal requirements - read on for more information on this developing issue... 

The Corporate Transparency Act (CTA) is designed to increase transparency and combat financial crimes by requiring many U.S. companies to report their beneficial ownership information ("BOI") to FinCEN.

However, recent legal action has temporarily paused these requirements!  Learn more in today's blog...

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... 

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...

The Atlantic’s In Pursuit of Happiness event kicks off on May 1st, 2022, to help people build more intentional and happy lives.

Read More & Learn How to Sign Up for Free -->

Links to make an appointment, plus tips + guidance on how to see if you're eligible for the COVID-19 vaccine in Nevada, and if so, how to get vaccinated!

UPDATED:  2/18/2021 with additional links, appointment sites, and other info

On Friday, the president signed into law a coronavirus relief package that should help many small businesses reeling from coronavirus shutdowns and slowdowns