Question 1

Does Western CPE provide a  sample letter for communicating with clients about Beneficial Ownership Information (BOI) requirements?

Accepted Answer

Yes, Western CPE provides a sample letter to help you communicate with clients regarding BOI requirements. This letter is designed to inform clients that while you are available to assist them, the responsibility for completing the BOI requirements is theirs. You can find this sample BOI letter in the 2023 Federal Tax Update manual on page 9-46.

| It can also be found below!

Dear Clients,

Beginning Jan. 1, 2024, entities will have a new reporting requirement under the Corporate Transparency Act. The Beneficial Ownership (BOI) Rule requires certain domestic and foreign companies registered to do business in the U.S. to file reports with FinCEN that identify the entity’s beneficial owners and the persons who applied to create or register the entity. FinCEN’s Small Entity Compliance Guide provides 50 pages of guidance on the BOI reporting rule.

Reporting companies are those formed in the US or foreign companies doing business in the US, and they must report information about their beneficial owners to FinCEN.

• Reporting companies include domestic and foreign entities that register with the state such as corporations and Limited Liability Companies.

• Reporting companies that existed before December 31, 2023 must file a report by January 1, 2025. Companies formed or registered on or after January 1, 2024, must file within 30 days (90 days in 2024) of formation or registr

Question 2

2025 Conference Details

Accepted Answer

Details for our 2025 conferences such as hotel rates, booking links, specific courses offered, and instructors are typically finalized in March, at which time customers will be able to book conferences at specific locations. If you'd like, you can add yourself to our email list here so that you receive updates when location details are posted!

If you know you would like to attend one of our upcoming conferences, you can purchase Save Now Choose Later days. Save Now Choose Later enables you to buy a certain number of conference days at a significant discount now and redeem them later once specific locations go on sale!

| We will not be offering the traditional preview as in previous years, and we sincerely apologize for this change and the delay in releasing our 2025 products. City and state locations will be announced when the 2025 sale launches around Thanksgiving.

Question 3

Hard Copy Courses & Shipping

Accepted Answer

Western CPE utilizes a third-party service to print and fulfill orders. We recommend using the Express Shipping option if you are under a deadline. Standard shipments typically take between 10 to 13 business days to arrive. Please be aware that delivery times can be extended due to adverse weather conditions.

If your estimated delivery window has passed, please email us at wcpe@westerncpe.com, chat with us via our website, or call our office at (800) 822-4194. Our Customer Experience team is available between 6:00 a.m. and 6:00 p.m. MST, Monday-Saturday.

Estimated Delivery Times

| Standard Shipping: 10 to 13 business days || Expedited Shipping: 5 to 8 business days ||| Express Shipping: 4 to 7 business days

Note: Arrival dates for orders are estimates only and are not guaranteed. If you are facing time constraints due to an impending CPE deadline, please consider downloading the digital materials to complete the course

Question 4

Will my state board of accountancy accept webcast CPE credits?

Accepted Answer

Western CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a member of the Registry; as such, our CPE credits are accepted in all 50 states. However, CPE credits in different states may vary, so please check with your state board.

New York and Texas require sponsors to individually register with their state as continuing education sponsors. We’re registered sponsors in New York (sponsor ID 001353) and Texas (sponsor ID 006477).

The New Jersey State Board of Accountancy lists only New Jersey-approved providers on its website. NASBA providers are not required to register with the State Board and thus will not be listed. Western CPE, as a NASBA provider, is accepted by the New Jersey State Board

Question 5

How do I access my webcast?

Accepted Answer

You may access any purchased webcast through your Western CPE account by doing the following:

||| Note Webcast courses may only be viewed during business hours which are Mon - Sat 8AM - 8PM EST.

Go to www.westerncpe.com. At the top right side of the page, click “LOG IN.”
On the next page, enter your email and password.
Next, you'll be guided to your My CPE Dashboard. Once there, please select the “Access My Courses” tab located at the center of the screen. This will display a list of the courses you have purchased.
Select your course and click on the title.
Click Join Webcast at the top of the page to enter the webcast.

Join Webcast

Make sure to read the Webcast instructions and click "Earn CPE (Attendance prompts)" if you would like to earn CPE credit).

Webcast Instructions

Question 6

Is there a preview of your 2025 conference locations?

Accepted Answer

We will not be offering the traditional preview as in previous years, and we sincerely apologize for this change and the delay in releasing our 2025 products. City and state locations will be announced when the 2025 sale launches around Thanksgiving.

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