by YALI | Feb 14, 2024 | Uncategorized
Modifying Irrevocable Trusts In this piece for Wealth Management, we explore the uncertainty created by a recent IRS memo on irrevocable trust modifications. The memorandum requires practitioners to tread with caution given the unknown limits of how far the IRS is...
by YALI | Feb 10, 2024 | Business Law
Who exactly needs to report? After my last post, we got a lot of questions about how does and does not need to file so I recently uploaded a new video explaining the requirements. In this blog post, I’ll share key takeaways from the video, shedding light on the...
by YALI | Feb 3, 2024 | Business Law
The Corporate Transparency Act The Corporate Transparency Act (CTA) went into effect on January 1, 2024 and requires certain disclosures and filings listed below and explained further in the video below: With a few exceptions, every LLC and corporation is now required...
