In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial Ownership Information reporting. Don’t let the name scare you — Jarrod and Steve make this complex topic surprisingly entertaining as they break down what BOI is, who has to file, and why it matters. From karaoke performances at the office party to real-world examples of how these new rules can affect practice owners, this episode blends clarity, humor, and practical insight. Whether you’re a 100% owner or share ownership across partners (or spouses with tiny Etsy side gigs), this conversation will help you understand exactly what’s coming and how to stay compliant without the headache.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory