The Corporate Transparency Act & Maintaining Compliance

Written by Tesh Patel & Claire Mattson on April 16, 2024

In most cases, the actual registration of the business entity is not the challenge. What’s more complex and time-consuming is that whenever a change in ownership occurs, the registration with FinCEN must be updated. Read More

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Category: Announcements clear

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Expanding our team to benefit you

Seven years after joining CPMT, I am so proud and overjoyed to welcome one of my original mentors, Douglas Wessinger, and another protégé of Doug’s, Ritesh Patel, to Cohen Pollock Merlin Turner.

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Our New Name & Brand

When Cohen Pollock & Merlin commenced doing business in 1977 it was, essentially, an estate and tax planning boutique. The vision was for it to be a “cutting edge” planning firm.

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