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Jun 4, 2024
The Corporate Transparency Act
The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism.
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AUTHORS
![Elaine E. Bedel Image for Elaine E. Bedel](https://cdn.zephyrcms.com/c1eee154-87c5-491d-b303-85e0772856d2/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/elaine-bedel.jpg)
Elaine E. Bedel, CFP®
CEO
Executive on Loan
![Evan D. Bedel Image for Evan D. Bedel](https://cdn.zephyrcms.com/07ef6583-0038-4233-9bb0-a26b293b47bf/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/evan-profile-pic-new-to-use-2023-web.jpg)
Evan D. Bedel, CFP®
President
![Kate Arndt Image for Kate Arndt](https://cdn.zephyrcms.com/e04c8fe8-b692-47ed-9a7d-a7cac677d1bc/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/kate-arndt-2022-website.jpg)
Kate Arndt, CFP®
Wealth Advisor
![Meredith Carbrey Image for Meredith Carbrey](https://cdn.zephyrcms.com/c3ce3292-3871-4e41-b510-99ee487442e9/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/meredith-carbrey.jpg)
Meredith Carbrey, CFP®
Sr. Wealth Advisor, Director
![Ryan A. Collier Image for Ryan A. Collier](https://cdn.zephyrcms.com/dfa3d8e5-be51-445f-acb8-391100968fee/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/ryan-collier.jpg)
Ryan A. Collier, CIMA®
Vice President and Director of Investment Management
![David Crossman Image for David Crossman](https://cdn.zephyrcms.com/43f9e28a-c56b-4d6e-a94a-4567f1c02e53/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/david-crossman.jpg)
David Crossman, CFA
Sr. Portfolio Manager
![Anthony Harcourt Image for Anthony Harcourt](https://cdn.zephyrcms.com/0f203955-9035-472d-8dc3-3f455ae33861/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/anthony-harcourt-2021-website-headshot.jpg)
Anthony Harcourt, CIMA®
Portfolio Manager
![Kathryn J. Hower Image for Kathryn J. Hower](https://cdn.zephyrcms.com/4d62a8c9-9390-4b34-8fb2-82afaabf8faf/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/kathy-hower-2022-website.jpg)
Kathryn J. Hower, CFP®
Sr. Wealth Advisor and
Director of Financial Planning
![Jonathan Koop Image for Jonathan Koop](https://cdn.zephyrcms.com/72f5180f-2c0d-43ad-b9c8-6098c7a3e1fd/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/jonathan-koop-2020-web.jpg)
Jonathan Koop, CFA
Sr. Portfolio Manager and
Manager of Investment Management
![Sarah Mahaffa Image for Sarah Mahaffa](https://cdn.zephyrcms.com/6a4b2eb8-7d58-43c7-84c4-3feb02250bae/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/sarah-mahaffa-web.jpg)
Sarah Mahaffa, CFP®
Sr. Wealth Advisor and
Manager of Financial Planning
![Mathew J. Ryan Image for Mathew J. Ryan](https://cdn.zephyrcms.com/130c0d8f-3991-451e-9e94-0139dbbdd1b6/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/matt-ryan-2021-headshot.jpg)
Mathew J. Ryan, MBA, CFP®, EA
Financial Planning Specialist
![Austin Stagman Image for Austin Stagman](https://cdn.zephyrcms.com/75fc9cbf-5bff-425d-9829-268e1cac75fc/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/austin-stagman-2021-headshot-website.jpg)
Austin Stagman, CIMA®
Portfolio Manager
![Abby VanDerHeyden Image for Abby VanDerHeyden](https://cdn.zephyrcms.com/89d81109-4322-4c97-a32d-147f0389250e/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/abby-vanderheyden-headshot.jpg)
Abby VanDerHeyden, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
![Cassi M. Vanderpool Image for Cassi M. Vanderpool](https://cdn.zephyrcms.com/61e007e0-ccd4-40b5-8b3c-8a563e31b3f6/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/cassi-vanderpool.jpg)
Cassi M. Vanderpool
Chief Operations Officer
![Bill Wendling Image for Bill Wendling](https://cdn.zephyrcms.com/43cf8a8a-2c32-4c5e-bc64-8b7277c1e7df/-/progressive/yes/-/format/jpeg/-/scale_crop/96x96/bill-wendling.jpg)
Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer