Episode Overview

This webinar focuses on the latest IRS updates for the current year and explores various aspects of the Corporate Transparency Act (CTA). Amber introduces the expert panel from Occams Advisory, including Anupam (CEO and Founder), David King (Deputy CEO), Nadine (Corporate Counsel), Priyanka (AVP Finance), Rajat (VP,) and Josh (Chief Revenue Officer). Each panelist shares their expertise on the CTA and highlights its benefits for businesses filing with Occams Advisory. The webinar also sheds light on critical topics such as the Congressional Constituent Request, the process of suing the IRS for refund processing, and key compliance requirements and deadlines for Beneficial Ownership Transparency Reporting. With insights from affiliates and clients who participated, the session emphasizes how Occams Advisory’s advanced AI tools and streamlined compliance processes ensure a win-win outcome for businesses.