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BOI Reporting Is Here: Are Your Clients and Firm Prepared?
Specialized Knowledge

BOI REPORTING IS HERE: ARE YOUR CLIENTS AND FIRM PREPARED?

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Join this webinar to learn more about beneficial ownership information (BOI) reporting requirements, how you can best serve your clients, and ways to manage the risks you may face as you take advantage of this new opportunity to grow your business. 

Learning Objectives: 


  • Recall BOI reporting requirements, deadlines, and potential non-compliance penalties 

  • List the latest developments in BOI reporting requirements

  • Outline the latest court case developments 

  • Determine the role accounting firms can play by providing awareness and services to their clients 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Erin Leckie

Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]

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Erin Leckie is Director of Product Management – US Tax at Wolters Kluwer. In this role, Erin leads the strategy and development of innovative solutions for tax professionals. Prior to joining Wolters Kluwer in 2022, Erin led teams in the development of global and local solutions for accounting and audit professionals, focused on bringing tools to market that enhance the profession. Erin has more than 10 years of experience in the tax and accounting profession in product management roles as well as several years in public accounting working for a National firm in Canada.

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Hillarie Diaz

Wolters Kluwer Tax & Accounting
Content Creator and Strategist
[email protected]
(847) 580-5000

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As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.