November 4, 2024 from 3:00pm – 4:00pm

Course Description:

This course provides a detailed overview of the Corporate Transparency Act (CTA) and its requirements for reporting beneficial ownership information (BOI) to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). Participants will learn the definitions of beneficial ownership, understand reporting deadlines, and become familiar with the entities subject to or exempt from these rules. The session will also address the steps for electronic filing, common pitfalls to avoid, and penalties for non-compliance.

 

1. Explain the core components and objectives of the Corporate Transparency Act.

2. Identify the types of entities required to report and those exempt from reporting.

3. Define beneficial ownership and distinguish individuals who meet the reporting criteria.

4. Understand the process for submitting beneficial ownership information through FinCEN’s electronic system.

5. Understand the consequences of non-compliance

 

Joshua Youngblood, EA, CTRS (Certified Tax Resolution Specialist), CRETS© (Certified Real Estate Tax Strategist), is a Fellow of the National Tax Practice Institute (NTPI). He serves on both the NAEA Government Relations Committee and the Scholarship Committee for the NAEA Education Foundation. Based in Dallas, TX, he specializes in individual and business tax preparation, planning, and IRS representation. He is also a partner at Financial Guardians, LLC, a cybersecurity firm providing solutions tailored to accounting, tax, and financial professionals.

 

November 12, 2024 from 3:00pm – 4:00pm EST

Course description:

We will discuss strategies that may maximize tax efficiency at year end including income tax deductions, tax credits that are a dollar per dollar payment of tax liabilities, opportunities to rebalance and restructure assets tax efficiently to reduce concentration risk as well as positioning of retirement assets for minimum long-term tax exposure.

Cost: FREE for FSEA members/$25 for non-members

Eligible for 1 CE credit

 

Todd is in his 25^th year working in the financial services industry.  Todd has worked with institutional asset managers providing investment solutions to financial advisors and tax professionals.  He utilizes his diverse background to help advisors and tax professionals deliver tax advantaged transitions of capital and income tax mitigation solutions to high-net-worth clients, small business and investment real estate owners.

 

Todd lives with his wife, Lianne, in Berwyn, Pennsylvania.  They have three children.  Dyland and Ava are in college and Lauren is in high school.  Todd enjoys playing tennis with Lianne, pickleball, golf and attending live music events.