Category: News

EXPLORING THE PROS & CONS OF PRIVATE FOUNDATIONS

News

More and more, clients are integrating charitable giving into their estate plans. Private foundations and donor advised funds are effective vehicles for facilitating charitable wishes. However, each presents its own set of...

THE CTA FINAL COUNTDOWN BEGINS: GET READY!

News

On January 1, 2024, the federal Corporate Transparency Act (CTA) will take effect. The CTA combats money laundering and other illicit conduct by attempting to thwart the improper use of shell companies, which has the...