Filing your Beneficial Ownership Information (BOI) report is crucial to staying compliant with federal regulations and avoiding penalties of up to $500 per day. However, recent legal changes have created uncertainty about the immediate enforcement of these rules. This free workshop will provide an essential overview of the BOI filing process, what’s required, and how to prepare for potential compliance deadlines.

Although a court injunction has temporarily halted enforcement, businesses are advised to stay prepared in case the December 31, 2024, deadline is reinstated. Don’t miss this opportunity to gain expert insights into BOI compliance. In just one hour, you’ll learn how to navigate these requirements, avoid potential penalties, and ensure your business is ready.
The current legal status of BOI filing and what it means for your business.
How to prepare and gather information for BOI compliance.
The potential consequences of failing to comply if enforcement resumes.
Strategies for leveraging compliance as part of broader financial success.
Wednesday, December 18th
11:00 a.m. PST/2:00 p.m. EST
60 Minutes
FREE
Online (Link provided upon registration)
Reserve Your Spot Now!


Theresa Holbrook, CPA, MBA, is the founder of Straight Vanilla, specializing in simplifying tax and financial strategies for small business owners. With decades of experience, she empowers clients to achieve financial clarity, optimize tax planning, and grow their businesses with confidence. Theresa is passionate about providing straightforward "vanilla" solutions for complex financial challenges.

Cheryl Boyles, RICP, CTBA is the founder and senior advisor of Compass Financial Partnets, Inc. Florida. For the last 30 years, Cheryl has been dedicated to focusing on overlooked and customized solutions to grow wealth and legacies for businesses and individuals alike. Cheryl's client-focused approach to Financial and Tax Strategies provides tailored-solutions for Businesses to stop leaking profits & bring cash infusion, and to ensure retirement planning and wealth accumulation goals are achieved for long-term financial success.

Catherine White is the founder of Accelerated Results 365 & AR365 Books, specializing in business management consulting and bookkeeping services. With over 20 years of experience, she empowers entrepreneurs to streamline operations, achieve financial clarity, and scale their businesses profitably. Catherine is passionate about helping businesses succeed through innovation, strategy, and personalized solutions.