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.,...
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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...
Limited Window for Planning Opportunities
As of January 1, 2024, the federal estate, gift and generation-skipping transfer (GST) tax exemptions stand at $13.61 million per...
Future Proofing Your Family's Wealth: Webinar Recording Available to View!
The Great Wealth Transfer is history-making for women and their wealth. We want to make sure women are prepared for it. Lara Sass joined...
Future Proofing Your Family's Wealth: Free Webinar Thursday, March 14
The Great Wealth Transfer is history-making for women and their wealth. We want to make sure women are prepared for it. Join Emily Green,...
Take Advantage of Our Client Care Program in 2024
Problem: Looming Estate Tax Law Changes May Affect Your Plan Solution: Take Advantage of Our Client Care Program in 2024 We offer our...
Trust and Estate Planning for Women: Fresh Podcast from UBS
Lara recently sat down with Hannes Grascher, Senior Vice President at UBS, and Cristina DeBrito, Financial Advisor at UBS Wealth...
What You Need to Know in 2024
On behalf of our team, we want to ensure that you have the most up-to-date, relevant information for all of your trusts and estates needs.
Gift, Estate and GST Tax Update 2024
Gift, Estate and GST Tax Exemption Increases for 2024 The federal gift and estate tax exemption is the amount that an individual can give...
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