Category: Boss Moves
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Financial Legacy Challenge
Journaling can help address fears, anxieties, and cultural considerations related to estate planning. Explore emotions, fears, and anxieties; cultural beliefs and taboos; family dynamics; your desired legacy; practical concerns; and setting goals. Use writing as a safe space for honest reflection and self-exploration to achieve peace of mind and clarity.
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30-Day Financial Legacy Challenge
April is not just about welcoming spring; it’s a month dedicated to cultivating a robust financial legacy. As part of Financial Literacy Month, we are excited to introduce the 30-Day Estate Planning Challenge, is a journey designed to empower you with the knowledge, tools, and confidence to build a solid financial foundation and enduring legacy.…
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Navigating Transparency Through the Holidays: Unwrapping the Corporate Transparency Act, Part 3
The Corporate Transparency Act (CTA) defines “beneficial ownership” as an individual with substantial control or holding 25%+ ownership in a reporting company. Compliance involves filing reports within set time frames, with ongoing obligations and strict penalties for noncompliance. FinCEN authorizes specific entities to access reported information, with stringent safeguards in place. Noncompliance can result in…
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Navigating Transparency Through the Holidays: Unwrapping the Corporate Transparency Act, Part 2:
Reporting companies play a crucial role under the Corporate Transparency Act (CTA), shouldering the responsibility of providing accurate “beneficial ownership information” (BOI). Compliance involves detailed reporting of legal names, business addresses, state of formation, and taxpayer identification numbers. Understanding CTA applicability and seeking legal guidance are vital for navigating compliance effectively.
Sadity Esq 