Joint Council Breakfast | The Corporate Transparency Act: What Estate Planning Professionals Need to Know

Date: Thursday, January 19, 2023
Time: 8:30am - 10:00am
Location: Hyatt Regency Bethesda Rooftop | One Bethesda Metro Center, 7400 Wisconsin Ave, Bethesda, MD 20814
Speaker: Melissa Wiley, Caplin & Drysdale

About the Program:
Enacted by Congress in 2021, the Corporate Transparency Act (CTA) directs the Treasury Department to create a federal database of the beneficial ownership of a myriad of entities. The reporting rules will go into effect one year after the final enabling regulations – the first tranche of which was sent to the Office of Information and Regulatory Affairs (OIRA) for approval in September 2022 – are finalized. Are you and your clients ready? Is your own firm required to report? Come learn the basics of who must report, what information must be reported and when.

This meeting will be held jointly with the Washington, D.C. Estate Planning Council.

About the Speaker: 
Melissa L. Wiley, Esq. is a Member in Caplin & Drysdale's Washington, D.C. office. Herpractice focuses on assisting clients to come into compliance with their U.S. tax obligations and advising U.S. taxpayers on all types of civil and criminal tax controversy matters at the federal and state level. Prior to joining the firm, Ms. Wiley was a Senior Manager in the National Tax Department at a Big Four accounting firm, where she specialized in tax controversy. In addition to serving clients, Ms. Wiley served as a firm subject matter expert on a variety of tax controversy topics and regularly spoke on firm webinars and taught classes to colleagues and clients. With that firm she also served as internal counsel, providing legal guidance on a variety of matters related to the firm’s tax practice. Prior to that, Ms. Wiley was a tax controversy attorney at an international law firm, where she represented clients in federal and state controversy matters, including taking three cases through trial. Ms. Wiley previously worked as analyst in the insurance industry before attending Georgetown University Law Center. She is active in tax professional organizations, including the AICPA and the ABA Tax Section, where she currently serves as Vice Chair for Committee Operations. She also is dedicated to assisting local children and caretakers through the Children’s Law Center, where she serves on the board and has provided pro bono services for more than 15 years.

Logistics:

  • Logistics:

  • Cost: $40 for members | $50 for guests and emeritus members | No cost for student members.
  • Guests warmly welcome when accompanied by a member
  • Via Metro: Bethesda Station on the Red Line
  • Via Car: Paid Parking is available in the garage accessible from the front of the hotel on Wisconsin Avenue or from the Three Metro Center entrance on Woodmont Avenue. 
  • Buffet breakfast will be served

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