CTA: Pulling Back the Curtain & Shining a Spotlight on Client Assets
About this program
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.
This OnDemand CLE program earns 1 hour of General credit in California. It aired November 21, 2023 and features David Bawden and Elizabeth Bawden.
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