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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

Dec 23, 2023

For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts.

Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024.

Topics discussed on this podcast:

  • Beneficial Ownership
  • LLCs
  • Income Tax Changes 2024
  • Financial Organization

For more information, go to

#beneficialownership #llc #financialorganization #today #listening #captrust @CAPTRUST