46 min.

Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

    • Management

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats.
TV and Movie Quotes mentioned:
Resident Alien (TV) Blackberry (movie) Books mentioned:
Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts:
https://twitter.com/JStaatsCPA/status/1761085927345242459 https://www.linkedin.com/posts/adriandparker_your-company-doesnt-have-a-diversity-problem-activity-7168981738910601216-9iMh/ Thank you to our show sponsors:
Expensify — The expense management app that does it all, for every business
Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats.
TV and Movie Quotes mentioned:
Resident Alien (TV) Blackberry (movie) Books mentioned:
Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts:
https://twitter.com/JStaatsCPA/status/1761085927345242459 https://www.linkedin.com/posts/adriandparker_your-company-doesnt-have-a-diversity-problem-activity-7168981738910601216-9iMh/ Thank you to our show sponsors:
Expensify — The expense management app that does it all, for every business
Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast

46 min.