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Commentary & Insights Articles

Commentary is a quarterly market commentary with our thoughts regarding the financial markets.

Insights are articles that cover a wide variety of topics that are important or interesting to our clients. If you have an idea for a future article you would like to see, please let us know.

New CTA Requirements You Need to be Aware Of

By: Jeremy Runnels Why? As of January 1, 2024, there are new requirements under the Corporate Transparency Act (CTA). This bipartisan legislation seeks to limit the use of shell companies for illegal activities. The new reporting requirement implements a mandatory filing to report and disclose information regarding the ownership and control of any tax-filing entity. Unless there is a change ...