The Corporate Transparency Act - Webinar
The iPaladin Family Office Education Community came together in November of 2023 to discuss one of the most pressing topics for family offices, The Corporate Transparency Act.
As it is known, the CTA goes into effect on January 1st, 2024, and will have long-reaching requirements that can significantly impact family offices. iPaladin's technology is uniquely positioned to help family offices when dealing with these new requirements due to the patented technologies and ability to quickly 'map' the wealth ecosystem. You'll hear from our esteemed panelists and core iPaladin team members during this webinar, leaving you with a strong understanding of the role of the CTA and the tools available to the family office community to ensure preparedness for these unprecedented times.
Jennie Cherry, Esq. TEP - Kozusko Harris Duncan
David Naples, Esq. LLM - Wolf Capital Management, LLC
Brent Avery, J.D. - iPaladin, LLC
Moderated by iPaladin's Chief of Staff - Preston Emery
Below, you can download the pdf of Jennie Cherry's presentation.
2022, Brad S., MFO Founder/CEO
2022, Susan L., Principal Accounting Advisor
2021, Tebbi P., SFO Office Leader
2019, Scott W. SFO Executive
2021, James K., Partner MFO Business Leader