This webinar will discuss the current status of Beneficial Ownership Information (BOI) reporting and reveal exactly what needs to be done. This informative session will address the specific reporting requirements and outline the exemptions that may apply. Join this course to gain a clear understanding of the obligations and necessary next steps.
Learning Objectives:
- Recall the latest information about BOI reporting
- Describe the reporting process
- Analyze the main exemptions from reporting
Daniel Mayo, JD, LLM
WithumSmith+Brown, PC
Partner and Lead, National Tax Services
[email protected]
(973) 532-8847
Daniel has more than 20 years of professional tax experience and experience in federal, international, and financial products taxation. He is a member of Withum’s National Tax Services Group and oversees the U.S. Federal income tax research, planning, and review functions. He is experienced in mergers and acquisitions, capital markets, and cross-border transactions.
Scott Paterson
WithumSmith+Brown, PC
Principal
[email protected]
(732) 759-6843
Scott Paterson is a Principal with over 10 years of experience in partnership tax services. Scott is part of Withum’s Tax Services Team and works with clients across various industries, including healthcare, pharmaceutical, manufacturing, consumer products, financial services and professional services. He specializes in mergers and acquisitions, tax restructuring and complex partnership transactions.
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.