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Advisory Services

The To-Do’s Before the “I Do”

Congratulations! Getting married is a monumental step in life. It is not only a union of two individuals, but the bringing together of two sets of finances. While love might be the foundation of that union,…

The Corporate Transparency Act

What is the Corporate Transparency Act? Enacted in 2021, the Corporate Transparency Act (“CTA”) became effective on January 1, 2024 and  requires certain entities to file additional reports with the Financial Crimes Enforcement Network (FinCEN). Hefty…