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Important Update: Major Federal Estate Tax Proposals Could Radically Alter Planning Strategies
Dear Clients, Colleagues and Trusted Advisors, There have been several noteworthy estate and gift tax proposals recently introduced in...


Treasury Department Suspends Enforcement of Corporate Transparency Act: What This Means for U.S. Businesses
On March 2, 2025, the U.S. Department of the Treasury announced that it is suspending enforcement of penalties and fines related to the...


Important Update on the Corporate Transparency Act (CTA) - Reporting Deadlines
The Corporate Transparency Act (CTA) is back in effect and business owners should be aware of the latest reporting requirements to ensure...


Gift Now or Pay Later: How to Avoid an Extra 40% Tax Hit
One of the most overlooked yet crucial elements of estate planning is understanding how your assets will be taxed when transferred to...


NEW UPDATE - Nationwide Injunction on CTA Reporting Requirements Reinstated – Enforcement Halted Once Again
As of December 26, 2024, the Fifth Circuit Court of Appeals has reinstated the nationwide injunction against the Corporate Transparency...


CTA Filing Deadline Alert: Compliance is Back On!
Earlier this month, we shared news of a nationwide injunction that temporarily delayed the compliance deadlines for the Corporate...


Wishing You Happy Holidays From Lara Sass & Associates
As we come to the close of another incredible year, we at Lara Sass & Associates want to take a moment to express our heartfelt gratitude...


IMPORTANT CORPORATE TRANSPARENCY ACT UPDATE
On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a significant ruling in Texas Top Cop Shop, Inc.,...


Happy Thanksgiving from Lara Sass & Associates 🍁
As we gather with loved ones this Thanksgiving, we want to extend our deepest thanks to all of our clients and colleagues who make our...


Don't Miss the December 31 Deadline: Comply with the US Corporate Transparency Act
The end of the year is fast approaching, and with it comes a crucial deadline for those with limited liability companies (LLCs) across...


Trusted Women NYC: Estate Tax Sunset
Join Trusted Advisor and Corient for an exclusive breakfast event in NYC, featuring a panel discussion on the estate tax sunset. The...


Reminder: Lara Sass is speaking at the AllianceBernstein Webinar
As a reminder, as we near year-end and a critical presidential election, please join Lara Sass and AllianceBernstein for this important...


Join Lara Sass and Bernstein Private Wealth Management at the Impact Players Alliance Webinar – Expert Wealth & Legacy Planning
We’re excited to announce that Lara Sass, Esq ., Founder of Lara Sass & Associates, will be a featured speaker at the Impact Players...


Year-End Estate Planning Considerations for 2024: A Strategic Guide for High-Net-Worth Individuals
As 2024 comes to a close, it's time to pause and assess your estate plan. For high-net-worth individuals, this period isn't just about...


Possible Changes Ahead in Estate Tax Legislation
This week, Vice President Kamala Harris endorsed tax hikes aimed at creating nearly $5 trillion in tax increases over the next decade. ...


Exciting Changes Ahead and Call to Action
To our Valued Clients and Colleagues, We hope that this message finds you well. We are excited to inform you that we are in the process...


Important Webinar
Join Emily Green, Ellevest’s head of wealth management, and Lara M. Sass, Esq. for a conversation about the ever-changing landscape of...


ANNOUNCING: New Document Concierge Service
We are excited to announce the launch of our new Document Concierge Service, designed to provide you with the ultimate convenience in...


Corporate Transparency Act
The Corporate Transparency Act (the “CTA”) was enacted by Congress as part of its on-going effort to combat terrorism, organized crime,...


Client Care Program
If you are an existing client and have not yet enrolled, please consider participating in our Client Care Program (CCP) ahead of looming...
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