Dear Members,It's been a month since my last blog! I'm back with several things I t...
01/14/2025
Dear Members,I hate sending yet another posting on the Corporate Transparency Act Reporting Requi...
12/30/2024
Dear Members,Sorry to bother you in the middle of the holidays butFinCEN has changed its positio...
12/26/2024
Hello Members,You thought you were done with these blog postings for 2024 but FinCEN has given us...
12/12/2024
Hello Members,Jeepers. The year is almost over! I am confident that I am 100% organized for...
12/04/2024
Hello Members,There's a lot going on this week so I am keeping this to fairly low stress things.
11/06/2024
Hello Members!Fall is here! Enjoying a couple of days here in Orlando that are oddly cool. I'...
10/21/2024
Hello Members!Crazy times, eh? Heartbreaking times, really. For those of you in harm's way, please stay safe. ...
10/08/2024
Hello Members!Quick turnaround for this week's blog. Why?
10/04/2024
Hello Members!Lots to talk about today. Been traveling too much lately (for work) and am behind o...
09/30/2024
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New Forms, Revisions & Resources 01/14/2025
Update: CTA Reporting Requirement for BOI... 12/30/2024
Update: FinCEN Now Requiring Beneficial... 12/26/2024
A Nice Year-End Present from FinCEN! 12/12/2024
Important Reminders: Year End Policy... 12/04/2024
Low Stress Updates 11/06/2024
ALTA ONE Highlights, A Commercial... 10/21/2024
Justice is Served & 1031 Exchange... 10/08/2024
New Form & New Rules 10/04/2024
New Requirements & Opportunities 09/30/2024
Fall, Forms & Final Rule 09/04/2024
CFPB Responses & AOL Memo 08/12/2024
Sign Up Now: Two Great Webinars & A... 08/01/2024
Important Updates: Rules, Requests & More 07/22/2024
New Laws & Forms Coming Your Way 07/02/2024