Navigating New Filing Obligations from The Corporate Transparency Act for Business Clients

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Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

Many, if not most, of your clients will be affected by the Corporate Transparency Act (CTA). Educating your clients about the CTA and its possible impact, not making actual filings, will be a value-add service that will help cement your role as primary advisor. The CTA has created filing obligations for 32+ million existing entities, including client entities, such as LLCs, Family Limited Partnerships, S corporations, and more. However, the filing requirements, and who they apply to, are still being determined, making it challenging to know how to best guide clients on how they might navigate the broad scope of the CTA. In this webinar, Martin Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, will explain the background of the CTA, the scope, filing requirements, reporting exceptions, and the people who need to report. Throughout the webinar, Shenkman will highlight the practical role advisors can fill in educating clients about CTA requirements, while providing helpful information regarding making compliance less cumbersome, all while avoiding unauthorized practice of law issues.  

In this webinar, advisors will learn:
- Which clients may be affected by the Corporate Transparency Act, considering unique circumstances like trust ownership. 
- How to develop a plan for educating clients on the Corporate Transparency Act and how to file.
- The various information that reporting companies will be required to provide to comply with the Corporate Transparency Act. 

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.