On-Demand
Beneficial Ownership Reporting for CPAs 2024-25
CPE: 1
Member
$0.00
Nonmember
$59.00
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Overview
This course 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.
Students 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.
Product Code
1000003578
Credit Type
CPE: 1CPE-Non-Technical: 1Format
Online Self-Study
Intended Audience
CPAs
NASBA Field of Study
Finance
Level of Difficulty
Overview
Prerequisites
N/A
Advance Preparation
None.
Learning Objectives
Major Subjects
- Defining BOI Reports
- Market size and report pricing
- Client expectations of CPAs and firms
- Impact of offering reporting services
Faculty
Conrad Mulder Davis
Conrad Davis is a Partner in the firm, providing litigation consulting and traditional services. As a seasoned business advisor, he works with company executives on business improvement issues, tax planning and financial statement reporting. Prior to joining Ueltzen & Company, Mr. Davis was a Senior Manager with Deloitte & Touche. He received his Master of Business Taxation in 1995. With over 20 years of public accounting experience, Mr. Davi...
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Jason R Fox
Jason Fox has been with CalCPA since 2011 and is CalCPA’s Vice President of Advocacy and Public Affairs. Based out of CalCPA’s Sacramento office, he works with the rest of the CalCPA Government Relations team to advocate on behalf of the CPA profession on public policy issues before the Legislature, California Board of Accountancy and other regulatory entities. Jason also helps ensure that CalCPA members are informed of emerging and ongoing pu...
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