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