The Corporate Transparency Act: Navigating Reporting Obligations for Trustees, Fiduciaries, and Beneficiaries

Strafford Webinar
February 28, 2024
1:00 PM ET

Tax attorney Alan Granwell will be speaking on a Strafford webinar focused on the Corporate Transparency Act (CTA) and its requirements from the perspective of trusts, estates and high-net-worth estate planning. Explore the best practices for compliance, understand the potential for exemptions, and the implications of non-compliance, including stringent penalties. The discussion will address the challenges and obligations introduced by the CTA for fiduciaries and those they represent. 

Topics include: 

  • Who is reported as the beneficial owner of a trust?
  • What penalties could be assessed for not complying with the CTA?
  • When is a trust subject to the reporting requirements under the CTA?
  • What are the responsibilities of fiduciaries, beneficiaries, and trustees under the CTA?

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