Complimentary for Members

October 8, 2024


Live Webcast


1 CPE Credit

Planning Your Firm's FinCEN Filing Strategy (brought to you by FincenFetch)

October 8, 2024
Live Webcast
1 CPE Credit

Planning Your Firm's FinCEN Filing Strategy (brought to you by FincenFetch)

  • View Bio

    Instructor

    Charles
    Wismer

    View Bio

Learning Objectives

  • Gain the information and insight necessary to strategically implement FinCEN filing at their firm without additional staff.

Major Topics

  • Defining BOI Reports
  • Market size and report pricing
  • Client expectations of CPAs and firms
  • Impact of offering reporting services

Sponsors

CPE Credits Available

1 CPE Credit
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Future Ready
  • FutureReady Sponsor Event

Prerequisites

None

Advanced Preparation

None

Intended Audience

  • CPAs advising clients on BOI reporting

Provider

*Maryland

This event has ended.