LuAnn provides support to the business group as the Business Paralegal. She has been with the firm for over 25 years and has worked in a wide variety of areas including business, litigation, family law, estate planning, and guardianships. LuAnn helps the business group with corporate recordkeeping, filings with the Department of Financial Institutions, and initial drafts of corporate organizational documents and various corporate agreements. She also assists with merger and acquisition transactions and real estate matters.
Education
- B.S., University of Wisconsin-Eau Claire
Professional Memberships
- State Bar of Wisconsin Certified Paralegal (SBWCP) April 2019-present
- Madison Area Paralegal Association (MAPA)
- Executive Committee, 2017-2019
LuAnn’s Latest Writing & Presentations
The Deadline for Entities to Report BOI is Fast Approaching
Business Minute | 11.04.24
The January 1, 2025, reporting deadline for entities formed or registered before 2024 is fast approaching. (The reporting deadline for entities formed or registered this year is 90 days after formation or registration.) Many entities waited to file to see if reporting requirements would be changed or eliminated, whether due to new legislation or the results of several lawsuits challenging the CTA and BOI reporting requirements. However, to date no determinative lawsuit decisions or new legislation have changed the general requirements. Waiting until the last minute to report is risky.