CORPORATE TRANSPARENCY ACT COMPLIANCE UPDATE: The beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA) are once again back in effect. Entities that were formed on or prior to February 19, 2025 have until March 21, 2025 to file their report, entities formed after such date have 30 days from the date of filing. The Treasury department however, has indicated that they will not be enforcing penalties at this time. Reports can be filed here: https://boiefiling.fincen.gov/boir/html or you can reach out to us for help.
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Colin May of the Estate Planning Centers, Morgan Bonekovic of Pollock Begg, and Marlene van Nelson of Trellis Legal presented at Trace Brewing on September 13, 2022 a discussion on estate planning, family law, and business legal considerations specific to LGBTQUIA+ couples and families especially in the wake of the Dobbs case. We discussed how to set up legal paperwork to protect transfers of assets, custody, and business assets and answer questions folks may have around LGBTQUIA+ marriage protections as well as specific considerations for non-married and polyamorous relationships. This page contains a link to the recording and a pdf download of the powerpoint presentation.