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Watch Live and On Demand Webinars about the Corporate Transparency Act

Know more than the competition with industry insights from the leading FinCEN filing solution.

Webinar LIVE via Zoom on [DATE] at [TIME WITH TIMEZONE]

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Master the 6 Steps of Managing CTA Filings at your Firm:

Introduction to BOI Reports

  • 6 key points to explain BOI report to staff and clients.

Market Analysis

  • Overview of the $6.7B FinCEN BOI report market.
  • New client and firm-scaling opportunities.
  • Recurring revenue and updated reports.

Client Expectations and Needs

  • Why clients rely on CPAs and attorneys for FinCEN reporting.
  • Challenges with FinCEN’s guide and direct filing portal.
  • How to steer clear of fraudulent schemes.

Offering Reporting Services

  • The 8 essential steps in each BOI report: manual or automated.
  • 4 key considerations for ongoing CTA compliance.
  • Eliminating liability as a filer at the firm level.
  • Methods to offer filing services.
LIVE via Zoom on [DATE AND TIME WITH TIMEZONE]
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Presenter

Charles Wismer

CEO @ FincenFetch
As the founder and CEO of FincenFetch, Charles Wismer leads the design and growth of its Beneficial Ownership Reporting solutions for accounting and law firms. Working with his team two years prior to the Corporate Transparency Act enactment and gaining insight from more than 5,000 firms and regulatory officials throughout the development process, Wismer is acknowledged as an authority in the field and conducts CPE courses for state CPA societies and bar associations throughout the United States.

Learn the Best Practices for Managing FinCEN Reporting without Errors and 90% Less Time per Report

Webinar LIVE via Zoom on [DATE] at [TIME WITH TIMEZONE]

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(800) 940-5447