Corporate Transparency Act

OL972  |  On Demand Course  |  Update  |  Self-Study

Description

Gain a thorough understanding of the Corporate Transparency Act (CTA) with legal experts John M. Bunge, JD, LLM, and Aaron B. Flinn, JD, LLM.  Gain a thorough understanding of the CTA's background and its significant impact on corporate reporting, and navigate the implementation timeline with ease. This course offers clear, actionable guidance, clarifying key definitions such as Reporting Company, Beneficial Owner, and Substantial Control. Learn the nuances of what constitutes a reporting company, along with the crucial details of exclusions, exemptions, and the 25% ownership or control threshold. With real-world insights and practical advice, this course is an essential resource for ensuring your business stays ahead and compliant in the evolving landscape of corporate transparency.

This course is part of the 2023 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Taxes

Prices

Member (Early Bird)
$49.00
Non-Member (Early Bird)
$79.00
Member
$49.00
Non-Member
$79.00
Your Price: $79.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $30.00 on this event. Not a member? join today.

Instructors

Aaron B. Flinn, JD, LLM

Aaron Flinn is a Partner at Waller Lansden Dortch & Davis, LLP in Nashville, Tennessee. Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Aaron Flinn for the purpose of ensuring financial stability and continued prosperity.

Serving clients with trust and estate as well as wealth preservation needs, Aaron helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances. Aaron also works with assisting business owners in succession planning and other issues often encountered by closely-held companies.

Aaron offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift, and generation-skipping transfer taxes. Tax-exempt and non-profit organizations also rely on Aaron for day-to-day guidance in relation to taxation and governance matters.

Aaron is recognized as "Up and Coming" in the 2018 and 2019 Chambers High Net Worth Guide. Aaron has a B.S. and a J.D. from the University of Tennessee, and an LL.M in Tax from the University of Florida.

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John M. Bunge, JD, LLM

John Bunge is a tax and private wealth services attorney in Holland & Knight's Nashville office. Mr. Bunge helps clients navigate the confluence of tax planning, business succession planning and estate planning, and seeks to find the most elegant solutions possible to reach their goals.

Mr. Bunge's wealth preservation experience includes income, gift, estate and generation-skipping transfer tax minimization, through the use of irrevocable trusts, sales and gifts to trusts, charitable-interest trusts and grantor-retained annuity trusts, among other sophisticated wealth planning strategies. He also advises families on the formation of investment entities, such as family limited partnerships and family LLCs.

Mr. Bunge helps clients reach their charitable goals, using charitable giving techniques to minimize income, estate and gift taxes, and advising clients on the formation and operation of tax-exempt organizations, including private foundations.

He also counsels families regarding the formation, structuring and operation of family offices and private trust companies.

Additionally, Mr. Bunge helps clients minimize income taxes through individual, partnership and corporate tax planning. He also has experience assisting taxpayers through IRS audits, appeals and U.S. Tax Court litigation.

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