The Corporate Transparency Act: What You Need to Know
LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell companies can create excellent cover for those invo …
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
By Jamie Hopkins, Managing Director, Wealth Services Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation
By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore.