Navigating BOI Compliance: Strategies and Best Practices for Advisors (Webinar)

Join MBE CPAs for an informative webinar designed to help trusted advisors navigate the complexities of filing their clients’ Business Operating Information (BOI). We’ll cover key topics including identifying exemptions, understanding reporting specifics, and effective strategies for data collection and reporting. Additionally, we’ll delve into legal risk management and compliance tactics to ensure your clients stay fully aligned with regulatory requirements. Don’t miss this opportunity to enhance your expertise and better serve your clients!