Corporate Transparency Act Compliance and BOI Reporting
10:00 AM to 12:00 PM PST
Cost: Member: $30 / Non-Member: $60
Wednesday, June 26, 2024

Speaker: Jane Ryder, EA, CPA
2 Federal Tax Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01986-24-O
CTEC: 1000-CE-5435
Knowledge Level: Basic (No prior knowledge expected)

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description: 

This course reviews current filing requirements and preparation of Beneficial Ownership Information (BOI) reports for the Corporate Transparency Act (CTA). Learn the applicable due dates for these reports and which entities are required to report. Review other compliance matters such as determining the definition of "beneficial owner" and control of the entity, which business partners or officers are responsible for filing the reports, and which entities and individuals are exempt from reporting. Consider other CTA matters such as other reports that may be required, and the new FinCEN ID number, and the latest guidance from insurance carriers and tax organizations related to tax practitioners preparing BOI reports and possibly being exposed to "failure to advise" claims.

Learning objectives:
1. Understand the latest CTA & BOI guidance and filing requirements for entities and owners.
2. Prepare and implement CTA & BOI engagement letters for your office.
3. Receive complete sample forms and steps for filing.
4. Decide the level of CTA and BOI services to provide and when to refer the client to an attorney.
5. Develop plans for advising clients of CTA & BOI filing obligations.

Presenter:

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.

Cancellation and Refund Policy:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.