Description

Gain an understanding of Corporate Transparency Act and Beneficial Ownership Information (BOI) reporting operations within firms. Learn about the procedures, challenges, and best practices for compliance. Gain strategies to minimize your liability while effectively supporting clients in adhering to CTA requirements. Find out the necessary tools to navigate the complexities of the Corporate Transparency Act and enhance your professional practice.

Objectives

Gain the information and insight necessary to strategically implement FinCEN filing at their firm without additional staff.

Major Subjects

• Defining BOI Reports
• Market size and report pricing
• Client expectations of CPAs and firms
• Impact of offering reporting services

Who Should Attend

CPAs advising clients on BOI reporting

Prerequisites

None

Sponsor