Sarah Bowman

Dec 10, 2024 | mondaq.com | Randy Clark |Sarah Bowman

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions. The content of this article is intended to provide a general guide to the subject matter.

Nov 5, 2024 | jdsupra.com | Sarah Bowman |Alexander Hurt

If you manage or own an interest in a limited liability company (LLC) or another type of entity that does not already have a public filing requirement (a Reporting Company), you may be subject to a reporting requirement under the Corporate Transparency Act (the CTA) enacted earlier this year. Many estate plans include entities that are subject to these new reporting requirements. The CTA has broad civil and criminal penalties for failure to comply. Care should be taken to ensure compliance.

Nov 5, 2024 | mondaq.com | Alexander Hurt |Sarah Bowman

If you manage or own an interest in a limited liability company (LLC) or another type of entity that does not already have a public filing requirement (a Reporting Company), you may be subject to a reporting requirement under the Corporate Transparency Act (the CTA) enacted earlier this year. Many estate plans include entities that are subject to these new reporting requirements. The CTA has broad civil and criminal penalties for failure to comply. Care should be taken to ensure compliance.

Oct 29, 2024 | natlawreview.com | Alexander Hurt |Sarah Bowman |Liisa M. Thomas |Kathryn Smith

In today’s digital world, where 1 in 3 Americans were affected by a healthcare data breach in 2023, ensuring cybersecurity compliance in government contracts is more crucial than ever. Yet, violations still occur, sometimes with significant consequences. The Pennsylvania State University (Penn State) recently paid $1.25 million to settle allegations of violating the False Claims Act. This settlement highlights the indispensable role of cyber-fraud whistleblowers in exposing non-compliance.

Oct 28, 2024 | klgates.com | Alexander Hurt |Sarah Bowman

If you manage or own an interest in a limited liability company (LLC) or another type of entity that does not already have a public filing requirement (a Reporting Company), you may be subject to a reporting requirement under the Corporate Transparency Act (the CTA) enacted earlier this year. Many estate plans include entities that are subject to these new reporting requirements. The CTA has broad civil and criminal penalties for failure to comply. Care should be taken to ensure compliance.