Beneficial Ownership Reporting for CPAs

Overview

This webinar helps attendees 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. Attendees will get the tools they need to make a decision on:

Whether to incorporate BOI reporting into their service portfolio. How to incorporate it. The difference between manual, direct filing to FinCEN vs and automated software solution. FincenFetch is a leading Corporate Transparency Act filing platform for CPAs and attorneys. The company offers SOC2-certified solutions trusted by hundreds of firms, including many of the top 100. FincenFetch features integrate seamlessly into CPA processes, allowing accountants to offer their clients secure, automated, and easy BOI reporting.

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

Objectives

• Recognize the Corporate Transparency Act is not going away.
• Identify how BOI filing is a revenue generator.
• Determine If you want to incorporate this service into your firm's portfolio.

Preparation

None