Virtual
Is Taking on CTA-Related Services Risky Business? 2024
Date: Dec. 17, 2024
Time: 10 – 11 a.m. PT
CPE: 1
Overview
Since the Corporate Transparency Act (CTA) went into effect on January 1, 2024, many questions have continued to surround it. One of the biggest questions facing CPA firms is whether to provide CTA-related services and, specifically, how to comply with Beneficial Ownership Interest (BOI) reporting. This information-packed webinar will help answer some of the profession's major CTA questions today.
Product Code
1000003499-129513
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs interested in providing CTA-related services.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
Working knowledge of the CTA is preferred.
Learning Objectives
Major Subjects
- Considerations for providing notice of the compliance requirements to clients who may be subject to CTA filing requirements.
- How firms should evaluate what, if any, services they may provide related to client’s CTA compliance, and the related risks.
- Provisions to include in engagement letters when engaged to provide assistance with CTA compliance.
Other Dates
Faculty
Nicole Graham
Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm. For more than a decade, she defended accountants and other professionals against pr...
More about Nicole GrahamAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.