Episode Overview

This webinar provides an in-depth understanding of the Corporate Transparency Act (CTA), outlining who must comply and how filing for Beneficial Ownership Information Reporting (BOIR) with Occams Advisory can be highly advantageous for businesses. The session features our Group CEO, who offers a comprehensive breakdown of the BOIR process and its implications. David King, Deputy CEO, expands on the reporting requirements and emphasizes the serious consequences of non-compliance. 

The webinar also addresses recent legal updates surrounding BOIR, with Amber introducing Occams Advisory’s innovative solution: the Self-Service Software Solution, designed to simplify the compliance process. The session concluded with an engaging Q&A segment, where SBAM members had the opportunity to interact with the expert panel from Occams Advisory.