What Beneficial Ownership Means for Small-Biz Clients
Press|1 Aug 2024
In the Financial Planning Association article "What Beneficial Ownership Means for Small Biz Clients," author Michael J. McFadden discusses the implications of beneficial ownership regulations for financial advisors and their clients. Brandon Garrett, CEO of BentOak Capital, emphasizes the importance of understanding these regulations, stating that they can significantly impact tax strategies and financial planning. He notes, "Advisors must navigate these changes to effectively serve their small business clients."
Author: Michael J. McFadden, Publisher: Financial Planning Association, Date: August 2024.
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