WASHINGTON, D.C. ESTATE PLANNING COUNCIL

Program Description and Benefits:
The Corporate Transparency Act (“CTA”) went into effect just over a year ago, on January 1, 2024.  FinCEN anticipated over 30 million filings would be made in 2024 alone.  What did we learn from the first year of the CTA?  What questions remain unanswered?  And how should clients prepare to maintain their compliance going forward?  This highly practical discussion will focus on issues of most interest to estate planners and their clients and will include an update on the various cases challenging the constitutionality of the CTA.

This meeting will be held jointly with the Estate Planning Council of Montgomery County, MD.

Speaker Biography: 
Melissa L. Wiley, Esq. is a Partner in Lowenstein Sandler's Washington, D.C. office. Her practice 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: $45 for members | $60 for guests and emeritus members | No cost for student members.
• Guests warmly welcome when accompanied by a member.
• There is plenty of free parking at the Club. 
• Buffet breakfast will be served.