Beneficial Ownership Information Hub

Introducing our latest resource hub brought to you by the South Carolina Association of CPAs, dedicated to unraveling the intricacies of beneficial ownership information (BOI). Stay at the forefront of your profession, equipped with essential insights to adeptly navigate the ever-evolving corporate governance landscape.

BOI Reporting Resources


FinCEN’s Beneficial Ownership Information Reporting Rule

Source: FinCEN

View Reporting Rule

FinCEN’s Frequently Asked Questions

Source: FinCEN

View FAQS

CAMICO’s Client Notification Template

Source: CAMICO

View Template

CAMICO’s Engagement Letter Language

See CAMICO’s below suggested engagement letter language:

Management is responsible for Client’s compliance with the Corporate Transparency Act (“CTA”), if applicable to its business, and for ensuring that any required reporting of beneficial ownership information is timely filed with the Financial Crimes Enforcement Network (“FinCEN”) as required by the CTA. As (Firm) is not rendering any legal services as part of our engagement, we will not be responsible for advising you regarding the legal or regulatory aspects of your company’s compliance with the CTA, nor are we responsible for the preparation or submission of Client’s beneficial ownership information reports to FinCEN. If you have any questions regarding Client’s compliance with the CTA, including but not limited to whether an exemption may apply to your organization or to ascertain whether relationships constitute beneficial ownership under CTA rules, we strongly encourage you to consult with qualified legal counsel experienced in this area.

Source: CAMICO

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BOI Insights


FinCEN Issues Interim Final Rule Removing Requirement for U.S. Companies and U.S. Persons to Report BOI

In a March 21 release, FinCEN announced its issuance of an interim final rule (IFR) that removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information …
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Understanding the Beneficial Ownership Information (BOI) Reporting

Author: Corpag This article originally appeared in the Fall 2024 issue of the South Carolina CPA Report Let’s talk about Beneficial Ownership Information (BOI) Reporting—a crucial step toward making the business …
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Fifth Circuit Circuit Court Vacates Motion to Stay

Beneficial Ownership Information reporting continues to take center stage in the Fifth Circuit Court. Last night, the Court vacated the motion to stay the injunction. According to a communication we …
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Effect of Nationwide Injunction on BOI Reporting

Recent litigation has temporarily halted compliance with the Corporate Transparency Act (CTA), introducing new complexities for CPAs advising clients on Beneficial Ownership Information (BOI) reporting. On December 3, 2024, a …
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BOI Reporting Deadline Extension

Updated on October 31, 2024 We are pleased to share that the Treasury’s Financial Crimes Enforcement Network (FinCEN) has extended Beneficial Ownership Information (BOI) reporting deadlines for certain businesses in …
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From CNA: Coverage Considerations: Services Related to the Corporate Transparency Act

With the implementation of the Corporate Transparency Act (CTA), accounting firms may find themselves in a new area of service: helping clients comply with beneficial ownership reporting. As firms step …
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BOI Assistance


SnapBOI

SnapBOI offers a BOI reporting platform for accountants, attorneys, payroll organizations, business advisors, and other trusted professionals.

Visit SnapBOI’s Website

Corpag

Corpag simplifies BOI compliance for CPA firms by reducing errors, streamlining the filing process, and mitigating the risk of penalties and liability, allowing firms to focus on higher-value advisory services.

Visit Corpag’s Website