Growing Your Firm with the Corporate Transparency Act & BOI Reporting
Overview
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.
Highlights
*Defining BOI Reports
*Market size and report pricing
*Client expectations of CPAs and firms
*Impact of offering reporting services
Prerequisites
None
Designed For
CPAs advising clients on BOI reporting, CPAs and tax professionals in public practice
Objectives
- Gain the information and insight necessary to strategically implement filing without additional staff.
- Understand beneficial ownership information reporting requirements, how to advise or assist clients and how to capture new revenue.
Preparation
None
Notice
This is a virtual live seminar.
Leader(s):
Leader Bios
Charles Wismer
Charles is one of the creators and CEO of FincenFetch - a leading BOI filing solution used by hundreds of firms across the U.S., including many top 100 organizations. FincenFetch began building CTA filing solutions two years before the launch of the Corporate Transparency Act. During this time, they gathered valuable insights from thousands of discussions with accounting and law firms.
When away from the demands of technology, Charles unwinds in Florida, where he relishes quality time playing tennis or enjoying the outdoors with his wife and three sons.
Non-Member Price $35.00
Member Price $0.00