EdgarAgents (EA)’s Post

Yesterday’s event at The Greater Boston Food Bank, hosted by Boston Women in Finance, highlighted the powerful role of community in addressing the urgent issue of hunger. Volunteers came together in the warehouse to support GBFB’s critical mission of providing food to those in need throughout the Boston area. It was an inspiring day where small actions led to a big impact, reminding us all of the importance of giving back. Cassandra Miller, Director of Business Development at EdgarAgents, was proud to participate, working alongside other volunteers and BWF members to make a difference. A huge thank you to everyone who joined in and to those who donated in support of this vital cause! #FileWithConfidence #EndHunger #CommunitySupport #GivingBack

As we welcome Rosh Hashanah, we want to take a moment to wish all who celebrate a year filled with peace, love, and renewal. This is a special time to reflect, connect with loved ones, and embrace new beginnings. From our family at EdgarAgents to yours, may the year ahead bring joy, good health, and meaningful moments. Shana Tova! #RoshHashanah

Last week, we had the privilege of attending the Women in ETFs Chicago Chapter's 10-year anniversary event. It was inspiring to witness the incredible impact this organization has made over the past decade, helping shape the careers of so many in the industry. One of the highlights was the fireside chat, where valuable insights were shared about leadership and the importance of approaching every role with a business owner’s mindset. This message truly resonated with us as we strive to apply that same mentality when serving clients and working with our team at EdgarAgents, driving excellence in everything we do. We left the event feeling fortunate to be a part of such a meaningful organization, and we’re looking forward to the upcoming annual mentorship dinner in November! Mary Catherine Healy

The answer is now. Deadlines are fast approaching, and with FinCEN Filing Agents, you’ll be ahead of the curve. Our quick-to-market solutions make implementation seamless—so you’re always ready when the time comes. The CTA requires entities formed before January 1, 2024, to file their initial BOI reports with FinCEN by December 31, 2024. Discover how we can help you navigate the intricacies of beneficial ownership reporting in the comments below. #FileWithConfidence #Accounting #CPA #SmallBusiness #IRS #BeneficialOwnership #Compliance #FinCEN #BusinessOwner #Accountant

Missed us at the NATP conference in Louisville? It’s not too late to connect! We had an incredible time in Louisville, meeting with brilliant minds and engaging in fantastic networking opportunities. The energy and enthusiasm were off the charts! With over 𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 needing to file by 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭𝘀𝘁, 𝟮𝟬𝟮𝟰, we were thrilled to showcase FinCEN Filing Agents and demonstrate how our platform is revolutionizing compliance efficiency for accountants. If you missed us at the conference, don't you worry! You can still connect with us and learn more about how FinCEN Filing Agents can transform your practice. Thank you to everyone who stopped by our booth. Let’s continue to empower your success together! Tim Wilczynski Heather Lucore Isaac Fishman #FileWithConfidence #Accounting #CPA #SmallBusiness #IRS #BeneficialOwnership #Compliance #FinCEN #BusinessOwner #Accountant

The Corporate Transparency Act (CTA) requires certain entities, known as "reporting companies," to file beneficial ownership information (BOI) with FinCEN by December 31, 2024. While typical trusts are not classified as reporting companies, trustees may still be impacted if the trust holds an interest in a reporting company. Trustees, trust advisors, grantors, and beneficiaries may need to provide personal information as part of the BOI report, and trustees may play a key role in ensuring accurate and timely filings to comply with the law. Non-compliance could result in fines or jail time. Read more from JD Supra and Saul Ewing LLP in the comments below. #FileWithConfidence #Accounting #CPA #SmallBusiness #IRS #BeneficialOwnership #Compliance #FinCEN #BusinessOwner #Accountant

Did you know that nearly 85% of breast cancer cases occur in women with no family history of the disease? October is Breast Cancer Awareness Month, a time to shine a light on this important issue. Let’s come together this month to support research, spread awareness, and promote early detection. By working collectively, we can make a meaningful difference in the fight against breast cancer. #BreastCancerAwareness #BreastCancerAwarenessMonth #Support #Community

At FinCEN Filing Agents, we adhere to the rigorous standards of SOC 2, ensuring that our systems and processes meet the highest benchmarks for security, availability, processing integrity, confidentiality, and privacy. Your data is in safe hands, protected by the gold standard of compliance. The CTA requires entities formed before January 1, 2024, to file their initial BOI reports with FinCEN by December 31, 2024. Learn more about how our SOC 2 compliance protects your sensitive information. Click the link in the comments to find out. #FileWithConfidence #Accounting #CPA #SmallBusiness #IRS #BeneficialOwnership #Compliance #FinCEN #BusinessOwner #Accountant

Who remembers waking up to the news of the SEC recently charged 11 firms for failing to make the required 13F and 13H filings, resulting in over $3.4 million in penalties? At EA, we ensure compliance and catch-up filings are quick and accurate. As of July 1, 2024, 13F filers must also complete and file Form N-PX, which discloses information on a manager’s “say-on-pay” executive compensation voting. This is a crucial area for institutional investment managers to review during their annual exercises. Ensure your 13F filings are accurate, timely, and compliant—partner with EdgarAgents to avoid costly mistakes and stay ahead of regulatory requirements. For more details, check out the SEC’s press release in the comments below. #FileWithConfidence #MutualFunds #InvestmentManagement #AssetManagement #SEC #FinancialServices #ETFs