Trusts & Estates

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Trusts & Estates

Corporate Transparency Act Handout - Beneficial Owner Reference Guide

The Corporate Transparency Act (CTA) took effect January 1, 2024, and applies to many types of business entities—as well as to any estate planning clients who use an entity to hold out-of-state or valuable personal property, receive valuation discounts, or protect assets.


Make sure you and your clients are prepared for the forthcoming changes! Download the quick reference guide for attorneys to learn about reporting obligations.


Complete the form to get your free guide

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