Events Search
  Summary & Check Out (0)
Tuesday, April 23, 2024 In-personUnion County Chapter

Beneficial Ownership Information Reporting | 2024 Tax Season Debrief (E2404069)

8:00 AM - 10:00 AM EDT

Holiday Inn Clark - Newark Area

36 Valley Road
Clark , NJ 07066

2 CPE Credits in TX


Many CPAs are contemplating providing beneficial ownership information (BOI) reporting services for their clients. Understand what’s involved. Then, engage in group analysis of the 2024 tax season.




CPAs and tax professionals in public practice


  • Understand BOI reporting requirements and understand how to advise or assist clients.
  • Plan for the next tax season.


The Corporate Transparency Act (CTA) went into effect on Jan. 1, 2024, and the initial deadlines for BOI filings will begin to come due 90 days into 2024. The first portion of this program will cover:

  • The entities that are subject to the BOI reporting rules
  • The initial reporting deadlines and the impact of entity formation dates
  • The definitions of beneficial owners, categories of substantial control and 25% ownership
  • Reporting requirements for company applicants in entities formed after 2023
  • Mandatory disclosure information for entities, company applicants, and beneficial owners

Then, we’ll have an open forum discussion about the 2024 tax filing season:

  • What went well this tax season and why?
  • What training can be implemented to improve next year’s results?
  • What procedures can be improved?




Jeffrey Christakos

Jeffrey Christakos, CPA/PFS, MBA, CFP


Westfield Wealth Management, LLC

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a partner at Westfield Wealth Management (RIA firm) and Christakos & Co., PC (CPA firm). He is a Term Professor at Seton Hall University where he teaches accounting and wealth management. He was also the Department Chair and Specialist Professor of Accounting at Monmouth University where his teaching focus was personal finance and tax. At NJCPA, he is an active member of several committees, including the Content Advisory Board, Federal Taxation Interest Group and the Nonprofit Interest Group.

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.


$60.00 - Member

$75.00 - Nonmember

$0.00 - Pass Holder

Register Today

Note: Online pre-registration will close on April 23 at 7:30 AM.

Registrations will be accepted at the door.


Remind me to register

Print a registration form