The Corporate Transparency Act isn't just another regulation—it's a fundamental shift in family office operations. January 1st, 2024 launched new reporting requirements that demand immediate strategic response. Master the impact, understand the requirements, and deploy battle-tested solutions.

Note from iPaladin team (January 2025): We’ve got new information about the Corporate Transparency Act (CTA): despite the Supreme Court lifting the injunction, the Act remains blocked due to ongoing legal challenges (Wall Street Journal, Jan. 23, 2025).What this means: The January 13, 2025, deadline for Beneficial Ownership Information (BOI) filings is not enforceable at this time. However, this could change quickly. Proactivity is key. By staying a step ahead, you’ll be prepared to respond decisively when clarity returns.

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Strategic Imperatives:

  • Command Your Ecosystem - Leverage iPaladin's patented technology to map and master your wealth structure
  • Eliminate Compliance Risk - Transform regulatory requirements into operational advantage
  • Deploy Automated Solutions - Convert manual tracking into systematic compliance‍
  • Future-Proof Operations - Build frameworks that adapt to evolving requirements

This recording took place on November 13, 2023, at 9 AM EDT. As such, any data points referenced within the recording are as of that date.

Expert Panel

Jennie Cherry, Esq. TEP

Jennie Cherry, Esq. TEP

Kozusko Harris Duncan

Jennie is a partner in the NYC office of Kozusko Harris Duncan concentrating on international tax and cross-border estate planning and FATCA compliance.

David Naples, Esq. LLM

David Naples, Esq. LLM

Wolf CapitaL MANAGEMENT, LLC

For more than 25 years David has focused his practice on wealth, business and succession planning for families, entrepreneurs and multi-generational businesses.

Brent Avery, J.D

Brent Avery, J.D.

iPALADIN

Strategic implementor of next-generation family office solutions.
Preston Emery

Moderated by
Preston Emery

Chief of Staff, iPaladin

As Chief of Staff, Preston directly supports iPaladin’s CEO in managing all business operations, both internally and externally.
Jennie Cherry, Esq. TEP
Kozusko Harris Duncan

Jennie Cherry, Esq. TEP

Jennie is a partner in the NYC office of Kozusko Harris Duncan concentrating on international tax and cross-border estate planning and FATCA compliance.

David Naples, Esq. LLM
Wolf CapitaL MANAGEMENT, LLC

David Naples, Esq. LLM

For more than 25 years David has focused his practice on wealth, business and succession planning for families, entrepreneurs and multi-generational businesses.

Brent Avery, J.D
iPALADIN

Brent Avery, J.D.

Strategic implementor of next-generation family office solutions.

Preston Emery
Chief of Staff, iPaladin

Moderated by
Preston Emery

As Chief of Staff, Preston directly supports iPaladin’s CEO in managing all business operations, both internally and externally.