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 Select Writing & Presentations
What Businesses Need to Know About the Corporate Transparency Act (CTA)
Business Minute | 03.07.24
Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity. It is critical that businesses understand their reporting requirements and how to properly report their information under this new law.