The Corporate Transparency Act:
What Every Practitioner Needs to Know
and Should Be Doing About It

A What-You-Need-to-Know and Practical Look at CTA

Have you heard about the Corporate Transparency Act (or “CTA”), a new federal law that became effective on January 1st, 2024?  This new law requires reporting from almost all LLCs, limited partnerships, C and S Corps, and other closely held entities.

As an estate planning professional, it is important that you understand the implications of this new law on your clients and what you can and should be doing about this.

This is why I’ve brought in nationally renowned estate planning attorney and tax expert, Bruce Givner, LL.M. (Taxation) to give a very special and timely presentation entitled, “The Corporate Transparency Act: Practical Points for Planners”.

During this 61-minute presentation, Bruce will provide a review of the Act and the Beneficial Ownership Information Reporting (“BOIR”) requirements, including but not limited to:

  • What is the marketplace for this work?
  • Is privacy of the information realistic?
  • Which professionals and other organizations will be competing to provide these services to clients?
    • What problems face accountants in providing these services?
    • What problems face entity filing services in providing these services?
  • Should estate planning attorneys handle this work?
    • Only for new entities?
    • What about for existing entities you formed?
    • Would you form an entity if you do not also handle the CTA compliance?
    • How do you avoid liability for filing changes/updated BOIRs?
    • What internal procedures must you develop?
  • What should engagement agreements look like for CTA compliance work for new and existing entities?
  • The trouble with trusts.
    • Why estate planning lawyers must handle many BOIRs.
    • Why interpreting trusts for BOIR purposes is both complex and unclear.
  • Why determining a control person can be a difficult legal analysis.
  • Why determining ownership can be a difficult legal analysis.
  • And much more!

Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. You get all of this and more for your office for just $199. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: The Corporate Transparency Act: Practical Points for Planners
  • Speaker:
  • Duration: 61 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



Bruce Givner

J.D., LL.M. (Taxation)
Bruce Givner

Bruce Givner, J.D., LL.M. (Taxation), is of counsel to KFB Rice, LLP, is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for over four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.