July 18, 2024

Live Webcast

NYSED 2

Guide to the Corporate Transparency Act for Accounting and Finance Professionals Webcast

July 18, 2024
Live Webcast
NYSED 2
  • View Bio

    Instructor

    John
    Kilroy

    View Bio

    John Kilroy

    Bio
    John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
  • The Corporate Transparency Act and its goals
  • Which entities need to file reports and which entities are exempt?
  • Deep dive into the definitions of beneficial owner and substantial control
  • Information that needs to be reported
  • Logistics on how and when to file the forms

Learning Objectives

  • Understand the goals of the beneficial ownership reporting
  • Identify what entities need to file the reports and what information needs to be provided

Major Topics

  • The Corporate Transparency Act and its goals
  • Which entities need to file reports and which entities are exempt?
  • Deep dive into the definitions of beneficial owner and substantial control
  • Information that needs to be reported
  • Logistics on how and when to file the forms

CPE Credits Available

NYSED 2
2
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance professionals who service clients affected by the new CTA, and accounting and finance professionals whose own entity may be affected as well

Provider

Surgent McCoy CPE LLC

This event has ended.