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Corporate Transparency Act

Overview

Disclosure of Beneficial Ownership Information

Applies to:

  • Domestic Corporations
  • Domestic Limited Liability Companies
  • Other domestic entities registered by States or Indian Tribes
  • Foreign entities registered to do business in any U.S. state or in any tribal jurisdiction

FinCEN Reporting Opens: January 1, 2024

Reporting accomplished on FinCEN website

Reporting Deadlines:

  • January 1, 2025 for companies created or registered before January 1, 2024
  • 90 days after being created or registered for companies created or registered during 2024
  • 30 days after being created or registered for companies created or registered after January 1, 2024

Caution

Some E&O carriers may not consider BOI reporting as a tax matter, and you may not be covered if assisting clients with the reporting.

California Differences 

California has no similar requirement.

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