Client Alert: 5 Questions to CYA on the CTA

Kicking off 2024 with a bang, a pivotal shift looms for millions of U.S. small businesses: the Corporate Transparency Act (CTA). This unprecedented legislation requires detailed reporting to the federal government about small businesses, their owners… Read More
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From Taxing to Relaxing:…

From Taxing to Relaxing: Your 3-Step Blueprint to Opportunity Zones

We’ve all heard the saying, “Nothing is certain except death and taxes.” But savvy business owners and investors are challenging that notion with the clever use of Opportunity Zone (OZ) strategies, making taxes a little less inevita… Read More
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How to organize an exempt securities offering in 3 simple steps

Entrepreneurs in search of cash and private investors in search of yield are increasingly turning to private markets to satisfy their respective business and investment goals. According to the Securities and Exchange Commission (SEC), in 2019 the tot… Read More
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