Prager Metis Wealth Management Presents “Your World”

Wealth Management | Marc Specht | Jan 18, 2017

We’re mid-way through January; have you already lost sight of your New Year’s resolution to take better care of your financial life?

Don’t worry – we’re here to help!

Below is a document we call “Your World.”

It is meant to help you organize all your important information into one file for easy access. It is a helpful tool for everyday life, but perhaps more importantly, in case of an emergency situation where a friend or loved one needs to step in.

Emergencies by definition are unexpected and unplanned for – be prepared.

To review this document with a wealth professional please contact Marc Specht at 866.982.7790 or Marc.Specht@PragerMetisWM.com.

2020-01-03T12:21:05-05:00
Tax Alert
Mar 03, 2025
Jonathan Gold
|

FinCEN Suspends Enforcement of BOI Reporting Requirements and Plans to Limit CTA Scope to Foreign Entities

On February 27, 2025, FinCEN released a statement that it will not issue any fines or penalties or take any other enforcement actions against any companies based on any failure to file or update beneficial ownership information (BOI) reports pursuant to the Corporate Transparency Act (CTA) by the current deadlines. On February 17, 2025, FinCEN issued an alert that the new deadline for most companies would be March 21, 2025. Now, FinCEN intends to issue an interim final rule that extends BOI reporting deadlines no later than March 21, 2025.

Read More »