Content Provider
Wk h t 01 pos rgb color

Blankbox
Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
View Details/Register
INTRODUCTION TO ANNUITIES IN 2024
View Details/Register
INTRODUCTION TO LONG-TERM CARE IN 2024
View Details/Register
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
View Details/Register
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
View Details/Register
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
View Details/Register
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
View Details/Register
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
View Details/Register
Free cpe webinars
BOI Reporting Is Here: Are Your Clients and Firm Prepared?

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

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Join this webinar to learn more about 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 requirement 

  • Outline the latest court case developments 

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

Linkedin
Wk h t 01 pos rgb color

Erin Leckie is the Head of North America Solutions for CaseWare International Inc. Erin leads the North American product development teams in building innovative solutions for accounting and finance professionals by leveraging the right technologies and tools for the profession. Fueled by the challenge to design features that solve industry problems, Erin is passionate about analyzing industry trends, researching new opportunities, and gathering customer insights to ensure the solutions meet and exceed user needs.

Prior to joining CaseWare, Erin worked in public practice for one of Canada’s largest associations of chartered professional accounting firms.

Linkedin

Hillarie Diaz

Wolters Kluwer Tax & Accounting
Content Creator and Strategist
hillarie.diaz@wolterskluwer.com
(847) 580-5000

Wk h t 01 pos rgb color

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Wk h t 01 pos rgb color
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.