The Beneficial Ownership Information (BOI) reporting forms have been released, and we know members have a lot of questions.  Here are some resources:

• AICPA Member Insurance Program Risk Alert
• New podcast December 20, 2023:  Traversing the beneficial ownership information reporting requirements
• Melanie Lauridsen, Vice President, Tax Policy & Advocacy — AICPA & CIMA, Roger Harris, President and COO — Padgett Business Services, and Larry Gray, Owner —Alfermann Gray & Co LLC, on the latest about BOI reporting
• AICPA January 4 Town Hall
• Lisa Simpson, AICPA VP – Firm Services – gives an update for practitioners, starting at 29:00 – includes both ERC and BOI – lots of good information.
• Journal of Accountancy article January 1, 2024 – “Oh BOI: The Corporate Transparency Act and CPA firms”
• AICPA December 21 town hall
• Lisa’s overview of both ERC and BOI starts at 32:45 in the recording.