Are you confident your personal or business finances are on track to meet your goals? Have you taken the time to set goals or develop a plan to achieve them? We can help.

Rooted in success since 1948, TWRU CPAs & Financial Advisors have been offering solid financial advice and guidance to individuals and businesses for over seventy years. Today, we provide select clientele independent, professional financial planning and investment advisory services, along with traditional accounting and other reporting services.

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Corporate Transparency Act — Beneficial Ownership Information Reporting

The Corporate Transparency Act (“CTA”) was enacted January 1, 2021, as part of the National Defense Authorization Act, representing the most significant reformation of the Bank Secrecy Act and related anti–money laundering rules since the U.S. Patriot Act. The CTA is intended to address and guard against money laundering, terrorism financing, and other forms of illegal financing by mandating certain entities (primarily small and medium size businesses) to report “beneficial owner” information to the Financial Crimes Enforcement Network (“FinCEN”).

The CTA authorizes FinCEN, a bureau of the U.S. Treasury Department, to collect, protect, and disclose this information to authorized governmental authorities and to financial institutions in certain circumstances.

Click here for the full report regarding the new reporting rules.

TWRU Appreciation

TWRU Featured in 5th & Main Magazine

TWRU and it three partners are recognized in 5th and Main Magazine for owning a successful business with a family-friendly culture that includes both employees and clients. 5th & Main Magazine is published twice a year by Louisiana Business & Industry, LABI. Read the entire article here.