The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the
name it has broad implications for trusts & estates practice. The CTA is meant to pull
back the curtain and shine a spotlight on client assets. The reporting obligations are
significant and in some cases extend to their professional advisors. This session will identify who the CTA applies to, what must be done and when to comply, and considerations and suggestions for estate planners in advance of the effective date.