Treasury Exempts Domestic Companies and U.S. Persons from CTA Reporting Requirements Beneficial Ownership Information Reporting Requirement No Longer Relevant for Most On March 26, 2025, the Financial...
Margaret’s Notes January 2026 2025 was a challenging year for me personally, which I have also heard from quite a few other people over the past couple...
Estate Planning in 2026: Why Reviewing Your Plan Matters If you haven’t already considered it, now is an ideal time to think seriously about creating or reviewing...
Are Marital Deductions Still Unlimited? Yes — but only if both spouses are U.S. citizens (or certain trust requirements are met). In the United States, spouses...
December 2025 Margaret’s Notes Happy Holidays As I write this on a Sunday morning in the midst of finishing decorating the house, buying Christmas gifts, having company...
Call Us