E92: Corporate Transparency Act 2 of 2

A&I Wealth Management > Podcast > E92: Corporate Transparency Act 2 of 2

Episode Summary

April 23, 2024 | 00:31:37 | E92

Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective and make it real.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.