Beneficial Ownership Reporting for CPAs
1.00 Credits
Member Price $0
Non-Member Price $59
Overview
This webinar 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. Attendees 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.
FincenFetch is a leading Corporate Transparency Act filing platform for CPAs and attorneys. The company offers SOC2-certified solutions trusted by hundreds of firms, including many of the top 100. FincenFetch features integrate seamlessly into CPA processes, allowing accountants to offer their clients secure, automated, and easy BOI reporting.
Highlights
• Defining BOI Reports
• Market size and report pricing
• Client expectations of CPAs and firms
• Impact of offering reporting services
Prerequisites
None
Designed For
CPAs
Objectives
• Recognize the Corporate Transparency Act is not going away.
• Identify how BOI filing is a revenue generator.
• Determine If you want to incorporate this service into your firm’s portfolio.
Preparation
None
Leader(s):
Leader Bios
Charles Wismer, CEO, FincenFetch
Charles Wismer, is the CEO of FincenFetch. He has guided the platform to become a premier solution for BOI filing, trusted by hundreds of leading firms throughout the U.S. Anticipating the needs of the market, FincenFetch began crafting CTA filing solutions two years prior to the introduction of Corporate Transparency Act filings. During this developmental phase, Charles and his team engaged in thousands of conversations with professionals from accounting and law firms, collecting critical insights that have shaped industry standards and best practices.Charles previously served as a managing partner at Diode Capital, a venture capital fund focused on emerging technologies, which continues to inform his work; he remains an active member of their investment board. At Diode, Charles applied his prior management expertise from overseeing fund and family office operations and directing engineering teams. Over the prior decade, Charles has managed engineering teams to design and implement cutting-edge technology solutions across various industries, including real estate, telecom, decentralized databases, and AML/KYC compliance - the latter of which placed the Corporate Transparency Act on his radar in early 2022. When away from the demands of technology, Charles unwinds in Florida, where he relishes quality time playing tennis or enjoying the outdoors with his wife and three sons.
Non-Member Price $59
Member Price $0