Digital Planning Podcast

Estate Planning and the Corporate Transparency Act


Listen Later

On this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the intricacies of the Corporate Transparency Act (CTA) with special guest, corporate and finance attorney, Ashleigh Taylor, of Kleinbard LLC. The conversation breaks down the key aspects of this groundbreaking legislation, designed to enhance corporate transparency and combat illicit activities like money laundering and fraud. Tune in to find out what advisors need to know in connection with planning and the CTA.

...more
View all episodesView all episodes
Download on the App Store

Digital Planning PodcastBy Jennifer Zegel, Ross Bruch, and Justin Brown

  • 5
  • 5
  • 5
  • 5
  • 5

5

17 ratings