July 16, 2024

BOI - Obligation To File

A man and a woman are sitting at a desk in front of a computer. - boi obligation

As a result of The Corporate Transparency Act most privately held U.S. companies (“Reporting Companies”) will now be subject to the new Beneficial Ownership Information (BOI) reporting requirements.

Despite certain exclusions for having to file a BOI Report, most businesses will have to file a report.

Filing Due Date: Jan 1st, 2025

If the reporting company was established on or after January 1, 2024, the report is due within 90 days of the reporting companies' initial formation date.

A woman is sitting in an office chair in front of a computer.

Read more about Beneficial Ownership Information Reporting >>> HERE

Contact your P&N representative if you have questions or would like P&N to file your BOI report.

< Older Post

Newer Post >

SHARE THIS POST:

Presti & Naegele, offering expertise in accounting and advisory services. Dedicated to empowering your financial success journey.

Blog - Website Form

When Founders Need Focus: How Outsourced CFO Services Help CEOs Reclaim Strategic Time

By Presti & Naegele LLC • July 25, 2025

Presti & Naegele’s outsourced CFO services help startup founders and CEOs regain strategic time by taking financial leadership off their plate. Scalable, expert-level support without the full-time cost.

One Big Beautiful Bill Act (OBBBA) - A Summary of Key Tax Changes

July 16, 2025

The One Big Beautiful Bill Act (OBBBA) - also known as H.R.1 - was officially signed into law on July 4, 2025

A note on a wooden table that says succession planning

Why Succession Planning Is Essential — and How Presti & Naegele Can Help You Do It Right

July 11, 2025

Protect your legacy with Presti & Naegele's expert succession planning services. We help businesses and families ensure leadership continuity, reduce tax liability, and plan for the future.