On-Demand
BOI Update and Discussion with CAMICO 2024-25
CPE: 0
Overview
Beneficial Ownership Information (BOI) Reporting has begun. Are you prepared to navigate the uncertainties of the new requirements? This course brings together CalCPA leaders and CAMICO experts for a conversation on managing risks and serving your clients.
Product Code
1000003419
Format
Online Self-Study
Intended Audience
CPAs and professional staff
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- CTA/BOI issue
- Risks associated with how far a CPA should go in assisting a client with reporting obligations
Faculty
Suzanne Marie Holl
Andrew Marcus Mattson
Andy Mattson, CPA is a partner with the Silicon Valley office of Moss Adams. He has been providing tax solutions to start-ups and other technology companies in Silicon Valley since 1985. His specialties include corporate, partnership, and individual tax and compensation planning; stock option taxation and planning; and international taxation. He has worked with IBM, Siemens, LSI Logic, Juniper Networks, and National Semiconductor. He had been ...
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Duncan Baker Will
Duncan B. Will, CPA/ABV/CFF, CFE — Loss Prevention Director/Accounting & Auditing SpecialistMr. Will leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder ser...
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