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Are You Prepared For Managing the New FinCEN Corporate Transparency Act (CTA) Process?

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In response to the FinCEN CTA rule enacted on January 1st, 2024, law firms will need to ensure they are prepared to manage their clients’ reporting requirements.

As a trusted partner in helping firms navigate every new era in law firm practice, Thomson Reuters has now developed a pre-built template that provides firms with a playbook on how to stay organized and manage compliance at all stages of the FinCEN reporting process.

From outreach to intake, and everything in between leading up to submission with the federal government, we’ll show you how simple it can be to manage this vast undertaking for your clients while creating a profit source for your firm.

Join us for this 30-minute on-demand webcast where we will:

Talk with Josh Driskell, Managing Partner of Lagerlof, LLP, about how you can confidently stay up-to-date and counsel your clients on the federal rules/changes surrounding FinCEN CTA.
Provide a solutions-oriented live demonstration of the turn-key HighQ Template that will allow you to manage this process from start to finish.

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Speakers

Josh Driskell

Managing Partner

Lagerlof LLP

Josh is the Managing Partner of Lagerlof, LLP, the largest law firm in Pasadena, CA with offices in Encino, El Segundo and Seattle, Washington. He brings a background representing businesses and individuals and a keen attention to detail to lead the firm. Josh’s practice focuses on business, tax, estate, fiduciary, and related matters. He handles a wide variety of matters for individuals, and small and medium-sized businesses.

Jason Reid

Regional Manager, HighQ

Thomson Reuters

Jason is a Regional Manager with HighQ. He has over 15 years working in legal technology services, E-discovery consulting and project management. Before joining HighQ in 2018, Jason was the litigation support manager at Morrison Cohen where he streamlined e-discovery processes and built a revenue-generating department through strategic partnerships and deploying best of breed software solutions. Jason now focuses on developing legal practice and service delivery solutions for clients.