Skip to main content
Live Webcast Replay

Impact of Choice of Entity on Beneficial Ownership Information (BOI) Reports


Total Credits: 1 including 1 Taxes - Technical

Average Rating:
   12
Categories:
ACPEN Industry Institute |  IRS Approved |  Tax
Faculty:
Matthew S. Beard, JD, LLM
Course Levels:
Intermediate
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

The Corporate Transparency Act now requires many entities to file BOI reports with information about their owners. The due date for most initial reports is January 1, 2025, which is quickly approaching. Depending on the entity structure selected and whether the entity falls within one of 23 exceptions, an entity may be considered a reporting company and an individual may be considered a beneficial owner. The broad language of the statute and regulations has potential for surprise results. This course provides a guide for the new filing requirements, and examines the impact of choice of entity on BOI reports.

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
 

 

Basic Course Information

Learning Objectives
  • Learn the guide for the new filing requirements
  • Examines the impact of choice of entity on BOI reports

Major Subjects
  • Corporate Transparency Act
  • BOI
  • Filing Requirements

Course Materials

Faculty

Matthew S. Beard, JD, LLM's Profile

Matthew S. Beard, JD, LLM Related Seminars and Products


Matthew S. Beard practices law in Dallas, Texas, in the areas of taxation, estate planning, and business planning.  He is the author of the treatise “Income Taxation of Property Acquired from a Decedent,” PLI, and an adjunct professor of law at Southern Methodist University for federal income, estate, and gift taxation.  Mr. Beard received his B.B.A. and J.D. from Baylor University, and his LL.M. in Taxation from Southern Methodist University.


Dates

Tue, Jan 21, 2025 - 11:00am to 12:02pm CST
Thu, Jan 30, 2025 - 02:00pm to 03:02pm CST
Tue, Feb 18, 2025 - 11:00am to 12:02pm CST
Thu, Feb 27, 2025 - 02:00pm to 03:02pm CST
Tue, Mar 18, 2025 - 11:00am to 12:02pm CDT
Thu, Mar 27, 2025 - 02:00pm to 03:02pm CDT
Tue, Apr 15, 2025 - 11:00am to 12:02pm CDT
Thu, Apr 24, 2025 - 02:00pm to 03:02pm CDT
Tue, May 20, 2025 - 11:00am to 12:02pm CDT
Thu, May 29, 2025 - 02:00pm to 03:02pm CDT
Tue, Jun 17, 2025 - 11:00am to 12:02pm CDT
Thu, Jun 26, 2025 - 02:00pm to 03:02pm CDT
Tue, Jul 15, 2025 - 11:00am to 12:02pm CDT
Thu, Jul 31, 2025 - 02:00pm to 03:02pm CDT
Tue, Aug 19, 2025 - 11:00am to 12:02pm CDT
Thu, Aug 28, 2025 - 02:00pm to 03:02pm CDT
Tue, Sep 16, 2025 - 11:00am to 12:02pm CDT
Thu, Sep 25, 2025 - 02:00pm to 03:02pm CDT
Tue, Oct 21, 2025 - 11:00am to 12:02pm CDT
Thu, Oct 30, 2025 - 02:00pm to 03:02pm CDT
Tue, Nov 18, 2025 - 11:00am to 12:02pm CST
Thu, Nov 27, 2025 - 02:00pm to 03:02pm CST
Tue, Dec 16, 2025 - 11:00am to 12:02pm CST
Thu, Dec 25, 2025 - 02:00pm to 03:02pm CST
Tue, Jan 20, 2026 - 11:00am to 12:02pm CST
Thu, Jan 29, 2026 - 02:00pm to 03:02pm CST
Tue, Feb 17, 2026 - 11:00am to 12:02pm CST
Thu, Feb 26, 2026 - 02:00pm to 03:02pm CST
Tue, Mar 17, 2026 - 11:00am to 12:02pm CDT
Thu, Mar 26, 2026 - 02:00pm to 03:02pm CDT
Tue, Apr 21, 2026 - 11:00am to 12:02pm CDT
Thu, Apr 30, 2026 - 02:00pm to 03:02pm CDT
Tue, May 19, 2026 - 11:00am to 12:02pm CDT
Thu, May 28, 2026 - 02:00pm to 03:02pm CDT
Tue, Jun 16, 2026 - 11:00am to 12:02pm CDT
Thu, Jun 25, 2026 - 02:00pm to 03:02pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For All
Original Recording Date 09/06/2024
Course Developer Matthew Beard
Date Added to Catalog 08/28/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 12