What Does “Proof of Funds” Mean?
Great question—let’s break it down. Watch this video to learn what “proof of funds” means and why it matters.
Intergenerational Estate Planning: Securing Your Family’s Future Across Generations
Co-Author: Mara B. Peterson, Esq. As you and your family plan for the future, it’s crucial to consider how your estate plan will affect not just you, but your children and future generations. Intergenerational estate planning helps ensure your legacy is protected, your wishes are clearly communicated, and your family is better prepared for the … Continue Reading
FinCEN Eliminates BOI Reporting Requirement for U.S. Entities
What FinCEN’s Elimination of the BOI Reporting Requirement Means for U.S. Entities On March 2, 2025, the U.S. Department of the Treasury announced important changes to the Corporate Transparency Act (CTA). These changes were followed by an interim final rule from the Financial Crimes Enforcement Network (FinCEN) on March 26, 2025. The new rule removes … Continue Reading
Understanding Colorado HB24-1175: Local Government’s Right of First Refusal and First Offer for Multifamily Properties
Colorado HB24-1175: Does the local government have (a) a right of first refusal and/or (b) a right of first offer to purchase my multifamily property? Proposed initial steps to determine applicability. Co-Author: Zac Grey I. Background Colorado HB24-1175, signed into law in 2024, provides local governments (including towns, cities and counties) with two new, specific … Continue Reading
Tax Considerations for Divorce
Understanding Tax Implications During Divorce Co-Author: Gregg Greenstein, Esq. If you are going through a divorce or separation, taxes may be the last thing on your mind. However, poor tax planning during this process can lead to huge headaches down the road. We have experience helping clients navigate the potential tax pitfalls that can negatively impact their marital … Continue Reading
CTA Update: Enforcement Suspended by U.S. Department of Treasury
On March 2, 2025, the U.S. Department of the Treasury announced that it will suspend enforcement of the Corporate Transparency Act (CTA) against U.S. citizens and domestic reporting companies. This means that penalties and fines associated with the beneficial ownership information reporting requirements will not be imposed under the existing regulatory deadlines. The Treasury Department … Continue Reading
DUI: Not Just for the Kids
Driving Under the Influence – Driving While Ability Impaired Unfortunately, one of the most common crimes on the roads today is a DUI; Driving Under the Influence. That along with its little brother, Driving While Ability Impaired (DWAI), are there to keep our streets as safe as possible from those who shouldn’t be driving, but … Continue Reading
CTA Update: Injunction Lifted – CTA is Back in Effect
Corporate Transparency Act (“CTA”) Back in Effect On February 17, 2025 a federal judge in Texas lifted a preliminary injunction that had stopped enforcement of the of the Corporate Transparency Act (“CTA”). As a result, CTA reporting obligations are once again in effect. On February 18, 2025 the Financial Crimes Enforcement Network (FinCEN) issued a statement alerting … Continue Reading
Why do I need Powers of Attorney and Advanced Medical Directives?
Powers of Attorney and Advanced Medical Directives: Key Documents for Estate Planning While many people associate estate planning primarily with the distribution of assets after death, a key aspect of effective planning involves preparing for potential illness or incapacity. A comprehensive estate plan should include the creation of powers of attorney and advance directives. These … Continue Reading
Colorado Supreme Court Withdraws Prior Opinion on Tenant’s Right to Jury Trial in Evictions
Colorado Supreme Court Withdraws Prior Opinion Regarding Tenant’s Statutory Right to Jury Trial in Certain Eviction Proceedings Co-Author: Britney Beall-Eder The saga continues. Previously, on October 21, 2024, the Colorado Supreme Court issued a noteworthy opinion in In re Mercy Housing Management Group, Inc. v. Naomi Bermudez, holding that a tenant has a statutory right to a jury … Continue Reading