Corporate Transparency Act – Filing Requirement

Corporate Transparency Act – Filing Requirement

The Corporate Transparency Act requires small and medium sized businesses created by filing paperwork with a Secretary of State (Corporations, LLCs, LLPs etc) to report identifying information by 12/31/2024 to the Financial Crimes Enforcement Network (FinCEN). Some exceptions include charities or companies with 20 or more employees, and $5M in annual revenue. New Filing Obligations […]

Rockbridge Institutional – September 2024 Market Review

Stocks The September quarter was good for stocks. While there was a brief bout of indiscriminate selling at the beginning of the month, this was quickly turned around by the enthusiasm for the ½% drop in the Federal Funds rate. This quarter’s returns ranged from 5% for domestic large cap stocks (S&P 500) to 9% […]