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BEGIN:VEVENT
DTSTART:20241016T123000Z
DTEND:20241016T140000Z
LOCATION:Gleneagles Country Club
UID:2601720241016T123000ZTrustees and Corporate Transparency Act
DTSTAMP:20260423T182014Z
DESCRIPTION:\nREGISTRATION FOR THIS EVENT IS CLOSED\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, OCTOBER 16, 2024\n \nBreakfast served 7:30-8:00 a.m.\n \nProgram 8:00-9:00 a.m.\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: OCTOBER 9 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE \nTRUSTEES AND THE CORPORATE TRANSPARENCY ACT\n \n\n \nJIM ROBERTS\n \nSponsored by Lindquist Eisenberg and Frost Bank\n \nCongress has enacted the Corporate Transparency Act which requires all entities, whether corporations, limited partnerships, LLCs or otherwise, filed with the Secretary of State or similar agencies, to report information about the "beneficial owners" of each such entity. The presentation will cover the basic definitions, basic reporting requirements, deadlines, and some detail on the applicability of the CTA to trustees and trusts. In addition, the presentation will include a discussion of the penalties for failure to report or for reporting in accurate or incomplete information. Finally, the presentation will discuss challenges to the CTA in court and elsewhere.\n \n\n\n\n \nJim Roberts, JD is with Glast Phillips & Murray.  His practice focuses on estate planning, income tax issues ancillary to those fields and state law issues related to those areas of planning.  He handles estates of all sizes. In doing so, he has become very familiar with business entity creation, including corporations, limited liability companies and partnerships and the impact those types of entities have on both estate and gift tax strategies as well as on income tax planning.  He is a frequent speaker related to estate planning and tax issues.\n \nThere are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.\n \nREGISTER WITH THE LINK BELOW.\n \nWe would like to thank the following Sponsors for their support for 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, and Farmers National Company.\n \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 10/22/24)\n \nPAYMENT IS REQUIRED FOR REGISTRATION\n \n$30 - Member \n \n$40 - Guest \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \n \n
SUMMARY:Trustees and Corporate Transparency Act - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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