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Writer's pictureKarl Frye

IF YOUR ENTITY IS AN S-CORP, LLC, etc....YOU MUST DO THIS BEFORE 12/31/2024! CTA & BOIR REPORTING!





CORPORATE TRANSPARENCY ACT - CTA

BENEFICIAL OWNERSHIP INTEREST REPORTING - BOIR


Has your CPA or Attorney contacted you about the Corporate Transparency Act (CTA) and Beneficial Ownership Interest Reporting (BOIR) requirements?


If they haven't you need to contact them or take the time to handle this yourself prior to 12/31/2024. If you don't the penalties for non-compliance are $591(adjusted for inflation) a day up to $10,000 and/or two years in jail!


If you want to jump past the who and why and learn from the IRS (the source) here you are!


DO I HAVE TO FILE A BOIR REPORT?


There are two categories of reporting companies:

  1. Domestic reporting companies

  2. Foreign reporting companies.


FPS only deals with domestic reporting companies so that is the focus here. A domestic reporting company is one that was created or formed under U.S. laws, including laws of states and Indian tribes. Such companies can be corporations, LLCs, or any entity created by filing a document with a secretary of state or similar office under the law of a State or Indian Tribe.

The link to the guide above will list 23 types of entities that are exempt, which includes “Large Operating Companies.” Read page 12 of the Guide to determine that the regulations that target small companies.


Easy math, you have over $5,000,000 in gross receipts and 20+ employees you are likely a Large Operating Company, under $5,000,000 and 20 employees you are not. But, you still must file the BOIC regardless of your size.


WHAT DO I DO?

The owner or whomever is handling it for the company, will fill out a form on the FinCEN website with its full legal name, any trade name or DBA name, a complete current U.S. address, state, tribal or foreign jurisdiction of formation, and IRS taxpayer identification number.


For each beneficial owner: full legal name, date of birth, complete current street address, unique identifying number, and image of either a U.S. passport, state’s driver’s license, or identifying document issued by a state or local government.



While it sounds daunting, it shouldn't take you more than 10 minutes to do, but as a business owner THERE IS A HIGH LIKELYHOOD YOU NEED TO DO THIS! AND DO IT BEFORE 12/31/2024!


Frye Practice Sales is here to help, current and future owners with all their needs when it comes to practice transitions and commercial real estate needs. When we see items that are typically missed in the marketplace, we make it our mission to fix that. Hope this helps!

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