CTA FILING DEADLINE IS NOW SET FOR MARCH 21, 2025!

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Recently, Brody Wilkinson distributed a February 2025 Client Update indicating that business entities were not, at that time, required to file their Beneficial Ownership Information (BOI) reports with the Financial Crimes...

2025 ESTATE PLANNING TAX ADJUSTMENTS: WHAT TO KNOW

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The IRS has released annual inflation adjustments for 2025. These include increased gift, estate and generation-skipping transfer tax (“GST”) exemptions and annual gift tax exclusions. The changes are as follows: The...