The Corporate Transparency Act & Maintaining Compliance

The SECURE Act made significant changes to the post-death required minimum distribution rules for individuals who die after January 1, 2020—changes which every individual who has an individual retirement plan (“IRA”) or defined contribution plan (such as a 401(k) or 403(b)) should understand when reviewing their estate plans. 

One of the most common legal questions that medical professionals (doctors, dentists, PAs, NPs, etc.) are interested in understanding is whether the non-compete clause they sign in an employment agreement is enforceable.

As a small business owner, budgets are very tight, and the idea of having an attorney regularly engaged to handle the day-to-day legal issues that might come up can seem impossible.

Good question. Many of our clients who run a basic Google search on estate planning prior to coming in for an initial meeting read about the benefits of Revocable Living Trusts and ask this question almost before I can finish introducing myself! Do you need a revocable living trust? 

We all carry on personal “business” in our everyday lives (e.g. paying bills, doing banking, etc.), which is what makes a financial power of attorney (also referred to as a “Power of Attorney” or a “POA”) an important document for everyone to have.

Although we’re all busy with work, family, and the joys and challenges of everyday life, we are well in to living in a world with a new tax plan, and this is no time to ignore the necessity of reviewing your estate plan

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.

If you got hit by a bus tomorrow, what would happen to your business?