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Event Date |
Thu Sep 14 UTC (over 1 year ago)
In your timezone (EST): Wed Sep 13 8:00pm - Wed Sep 13 8:00pm |
Location | Webinar |
Region | All |
What You Will Learn
Join a panel of highly-experienced estate and tax planning practitioners – each a Fellow of The American College of Trust and Estate Counsel – as they explore the “next level” of CTA-related issues of concern for estate planners. Through practical applications and case studies, they will:
• Update us on the latest guidance on the CTA, including the proposed rule on access to Beneficial Owner Information Reports submitted to FinCen
• Dive into fact specific examples of CTA reporting requirements
• Provide sample language notices, engagement agreements, and operating agreements in preparation deadline