Live Webinar
Your Client’s BOI Report: What They Need to Do Now
1pm – 2pm Eastern
Monday, December 2, 2024
Details
With the Corporate Transparency Act requirement Beneficial Ownership reports be filed by December 31st for all entities that were formed prior to 2024, where are your clients with their filing? Join Tax Rep Founder Eric Green and File Forms CEO Frank Tumminello to discuss what your clients should be doing right now, the role of FinCEN and the IRS in enforcement, and the potential penalties clients face. We will also discuss the IRS’s use of the data in enforcement. As a partner with File Forms you can get this done simply, easily through a very simple interface, or if its complicated, let the pros at File Forms handle it and get paid as a partner.
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About the Speakers
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Frank Tumminello – CEO and Co-Founder, FileForms
Frank Tumminello comes from a decade-long background of working in the financial services and technology industry. Prior to FileForms, he was an investor, acquirer, and value-creation resource in several financial services, insurance, and healthcare businesses throughout his private equity, corporate development, and investment banking career.
Frank began his career at Raymond James, followed by Oppenheimer & Co. and Century Equity Partners. Most recently, he led a pre-tax healthcare benefits third-party administrator through eight successful acquisitions and a majority recapitalization with a multi-billion-dollar private equity firm. Frank holds his Bachelor of Science in Physics from Bates College, where he minored in Mathematics and wrote a year-long thesis in Computer Science.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 1 hour
IRS CE: 1 hour
Program Number: 15UFN-T-00396-24-O
Title: Your Client’s BOI Report: What They Need to Do Now
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
