Planning Your Firm's FinCEN Filing Strategy WEBINAR
Overview
Free for members!
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.
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 advising clients on BOI reporting.
Objectives
Gain the information and insight necessary to strategically implement FinCEN filing at your firm without additional staff.
Preparation
None.
Leader(s):
Leader Bios
Charles Wismer, Up10 Solutions LLC
Our Corporate Transparency Act course will be hosted by Charles Wismer, a thought leader in the FinCEN compliance space. Charles is one of the creators and CEO of FincenFetch - a leading BOI filing solution used by hundreds of firms across the U.S., including many top 100 organizations. FincenFetch began building CTA filing solutions two years before the launch of the Corporate Transparency Act. During this time, they gathered valuable insights from thousands of discussions with accounting and law firms. Charles will share these insights and more during the webinar.
Charles Wismer, through interviews, consultations, presentations, and industry collaborations, plays a pivotal role in shaping standards and best practices in the field. At FincenFetch, the focus is on a personalized approach, tailoring plans, features, and strategies to meet the specific needs of each firm. “At FincenFetch, we use cutting-edge technology to streamline compliance, enabling even junior staff members to manage numerous reports efficiently and quickly—often in just minutes per report. Our commitment is to functional, easy, and secure innovation,” explains Charles.
Non-Member Price $20.00
Member Price $0.00