Join us at our Member Meeting
Wednesday, June 26th at 11:30 AM
The Corporate Transparency Act is Just the Beginning: CTA Compliance and Regulatory Ruminations for Trust & Estate Practitioners
Matt Brown
Brown & Streza LLP
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California • www.pacificclub.org
11:30am - Networking
12:00pm - 1:30pm - Program
It is likely that various trusts, perhaps even revocable trusts, will newly attract U.S. regulatory attention coupled with significant additional compliance burdens. Matt will review the policy reasons behind enactment of the Corporate Transparency Act and provide guidance on certain compliance considerations most relevant to trust and estate practitioners. Matt will also explore the related recent amendment of ABA Model Rule 1.16 and looming further regulatory/compliance developments, potentially including CTA expansion specifically focused on trusts and passage of the federal ENABLERS Act, which appears to have broad bipartisan support.
Matt Brown
Brown & Streza LLP
Irvine, California
Matt Brown is a partner with the Orange County, California law firm of Brown & Streza LLP. Matt heads the firm’s Tax, Trusts, & Estates Group and its Ultra-High-Net-Worth subgroup. He represents business owners and philanthropists in personal planning, business succession planning, and charitable planning. Matt is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a former adjunct professor of law at University of California, Irvine School of Law.
Matt is a Certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar Board of Legal Specialization and has been included in the Top 50: Orange County Super Lawyers list every year since 2016.
Matt has been quoted twice in the Wall Street Journal, twice in the Orange County Register, and in various other publications. Matt is also a frequent speaker and a published author on advanced estate planning, business succession, tax and philanthropy topics.
Matt earned his undergraduate degree in Agricultural and Managerial Economics from the University of California at Davis and his Juris Doctor degree, cum laude, from Southern Methodist University Dedman School of Law, where he was a member of the Southern Methodist University Law Review.
Matt lives in Ladera Ranch, California with his wife, Julie, and their four children: Michael, Ryan, Kevin, and Cassidy. The entire family attends Crossline Community Church in Laguna Hills, California
Objective: Learn about the purpose of the Corporate Transparency Act, the reporting requirements and deadlines, and the penalties for failing to file information reports.
There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202