Is Taking on CTA-Related Services Risky Business? 2024

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  • Date/Time
    • Dec 17, 2024
    • Sign In: 10:30am (MT)
    • Program: 11:00am - 12:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Taxes (Technical) (1.00)
  • Prerequisites
    • Working knowledge of the CTA is preferred.

  • Vendor
    • California CPA Education Foundation
  • Level
    • Overview
  • Fields of Study
    • Specialized Knowledge
  • Message
    • Webinar - Viewing From Computer

Description

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.

  • Presenter - Nicole Graham
  • Designed For

    Designed For: CPAs interested in providing CTA-related services.
  • Role Level - Entry-level/Individual contributor;Manager/Senior Manager;Director;Executive/VP;C-Suite;Sole Practitioner;Board
  • Objectives

    • Understand the reporting requirements of the CTA
    • Identify the risks associated with providing CTA-compliance services
    • Determine risk mitigation processes and procedures when undertaking CTA-related services

    Highlights

    • 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.

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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