Exploring the Corporate Transparency Act: Beneficial Ownership Reporting

Overview

Economic Value Added, EVA, is a powerful yet often overlooked tool for risk management. Many accountants focus on EVA for performance measurement but miss its potential for identifying and mitigating risks. Alan Gorlick, CEO of Gorlick Financial Strategies, explains how EVA can optimize resource allocation, align investments with value creation, and reduce operational risks. With practical insights on dynamic metrics, bonus plans, and tools like Monte Carlo simulations, this segment equips financial leaders to turn uncertainty into opportunity and drive long-term profitability. Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

Highlights

• artificial intelligence in accounting
• financial analysis
• financial reporting
• GAAP compliance
• automation for accountants

Objectives

• Recognize why the Corporate Transparency Act was created
• Identify certain entities which are exempt from filing Beneficial Ownership Interest (BOI) reports
• Recall how to determine whether someone is a beneficial owner
• Identify potential risks accountants face when assisting clients with filing BOI reports

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.