Note From the Editor: March 2024Note From the Editor: March 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
It seems that the topic “du jour” for estate-planning practitioners and other wealth planners in 2024 is compliance with the Corporate Transparency Act (CTA), which took effect on Jan. 1. And no wonder: The penalties for noncompliance are high, and practitioners are still trying to understand what exactly the CTA requires. Those trying to learn the basics have a variety of conference sessions and webinars to choose from devoted to this topic. But I haven’t seen advice on the steps practitioners should take to modify their practices to accommodate the new CTA requirements and make clear what the practitioner’s role will be in guiding clients. That is, until now. In their article, “Corporate Transparency Act: Updating Legal and Other Docu...
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