On-Demand: 2022 August Solutions Room - The Roles of Enrolled Agents Under the Corporate Transparency Act
Course Description
The Corporate Transparency Act (CTA) enacted in 2021, imposes new compliance requirements to owners of small businesses. More relevantly, under the broad language of the CTA, Enrolled Agents may be subject to new obligations. This course will analyze the CTA and will identify the critical points relevant to EA’s practice, including how to better assist their clients and how to properly comply with the CTA regulations.
Learning Objectives
- Identify key compliance obligations under the CTA for small business owners.
- Determine the role of EAs under the CTA.
- Be able to advise on compliance obligations included in the CTA.
Presenters
Fernando Juarez, EA
Fernando Juarez, Esq., LL.M. EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His practice focuses on domestic and cross-border transactions. His experience also includes voluntary disclosures, FBARs and international compliance.
Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices and medium & small businesses. His primary areas of expertise include inbound & outbound structures for international investors and cross border transactions.
Read the full bio here!
Fernando Juarez, Esq., LL.M. EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His practice focuses on domestic and cross-border transactions. His experience also includes voluntary disclosures, FBARs and international compliance.
Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices and medium & small businesses. His primary areas of expertise include inbound & outbound structures for international investors and cross border transactions.
Read the full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.