Publications
The CTA: Compliance Reinstated With March 21, 2025 Filing Deadline
The recent court decision reinstating the CTA’s reporting obligations marks a significant development in corporate compliance requirements. With the March 21, 2025 deadline rapidly approaching, affected entities must act swiftly to meet their reporting obligations and avoid penalties. Given the complex nature of these requirements and the potential for future legal and legislative developments, seeking professional legal and compliance advice is highly recommended.
Entities can complete their BOI reports through the FinCEN portal here. Time is of the essence—act now to ensure compliance and avoid unnecessary legal and financial repercussions.
The Trump Administration’s Estate Planning Proposals
The Need For Proactive Estate Planning
While the Trump administration’s proposals have not yet been enacted, they signal a potential shift in how wealth transfer is taxed in the U.S. estate planners and their clients must stay informed and prepared to adjust their strategies based on legislative developments. Whether through permanent estate tax repeal, capital gains tax changes, or other tax reforms, the future of estate planning is evolving, requiring a proactive and flexible approach now, rather than in the last few weeks of 2025.