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