Step By Step Tutorial: How to File Your Beneficial Ownership Information (BOI) Report

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  • เผยแพร่เมื่อ 2 ก.พ. 2025

ความคิดเห็น • 53

  • @CindyJean-Pierre
    @CindyJean-Pierre 9 หลายเดือนก่อน

    Thank you for simplifying this process as well as saving money!!!!!!

  • @sirbruce5978
    @sirbruce5978 ปีที่แล้ว +1

    Hello Counselor Talbert!
    Thank you for the work you do!
    Mr. Odems

  • @elhuds
    @elhuds ปีที่แล้ว +1

    Thank you for the walk-through. That was very helpful.

  • @Ropuch7
    @Ropuch7 11 หลายเดือนก่อน +1

    Hi,
    FinCEN requires a US company address and tells me not to use a virtual office.
    I am a non-resident and used Northwest Registered Agent address for incorporating and obtaining EIN. Weirdly, they say I can't use their address.
    What address should I use for BOI?

    • @jcharles8348
      @jcharles8348 10 หลายเดือนก่อน

      Hi,
      Were you able to find a solution to this? I'm presently facing the same challenge.

    • @Ropuch7
      @Ropuch7 10 หลายเดือนก่อน

      @jcharles8348 Nothing great. I filed the report through Northwest dashboard and used their address.
      They are quite automated, so it can work.
      I'll let you know.

    • @Ropuch7
      @Ropuch7 10 หลายเดือนก่อน

      @@jcharles8348 Northwest RA declined. I will just file the report myself (it's free) and use their address anyway.

  • @nataliyac8699
    @nataliyac8699 ปีที่แล้ว

    Thank you! I was dreading this but it doesn’t seem as bad after watching this video!

  • @vladimiretienne5656
    @vladimiretienne5656 ปีที่แล้ว

    thank you! I’m a new business and was nervous about submitting this. You were so helpful thank you 🙏

  • @vladvega875
    @vladvega875 6 หลายเดือนก่อน

    Thank you so much; very helpful!

  • @inessaartsrunyan4072
    @inessaartsrunyan4072 ปีที่แล้ว +1

    Hello, first and foremost thank you for this very informative video. Would you please let us know if a non-profit organizations have to file the BOI report or they are exempt. Thank you so much.

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว +1

      Non-profits have been designated as exempt. There could be more guidance in the future that distinguishes between certain nonprofits, but for now, no filing is necessary.

  • @dk750022
    @dk750022 11 หลายเดือนก่อน +1

    Thank you for your info, it is the best video that i have found covering how to file the BOI report!
    When filling the BOI report there is a place to list a DBA, which I did. Do you still need to file a separate BOI Report for that DBA business name?

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      The DBA does not create a separate entity, so there is no need to file a separate BOI for the DBA.

    • @dk750022
      @dk750022 11 หลายเดือนก่อน +1

      @@talbertlawofficeEven if the DBA name was created by filing documents with the Secretary of state? Thank you!

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน +1

      @dk750022 yes, even if the DBA was filed with the SOS. A DBA is just another name, not another business or entity. It’s almost like a person having a middle name. Same person, but different from the first name.

    • @dk750022
      @dk750022 11 หลายเดือนก่อน

      @@talbertlawofficeThank you!

  • @hdspearman1
    @hdspearman1 ปีที่แล้ว

    Thank you for doing this. You made it so easy!

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว

      I’m so glad it was helpful! Thank you for watching!

  • @DanielMartinez-xb8tf
    @DanielMartinez-xb8tf ปีที่แล้ว

    Thank you for the tutorial, very detailed! I have a question, what do you do if someone has multiple LLC's registered?

  • @bsikma25
    @bsikma25 8 หลายเดือนก่อน

    If you are a CA non profit but have not received your 501c3 status, do you still check box 37 for exempt or put down your board members as the beneficial owners?

  • @wajidafzal2480
    @wajidafzal2480 11 หลายเดือนก่อน

    Hi, Thanks Very Much For Helping Guide.
    Please question: In section 11. , "Current US Address" I don't have Current US Address because i have Non-US Residents LLC in Wyoming, which have all addresses outside the united states . so which address we can put?

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      Do you not have a U.S. based registered agent for your WY LLC? If so, you may be able to use the address of the RA.

  • @1001legoboy
    @1001legoboy 11 หลายเดือนก่อน

    Great stuff, first -lace I have seen that discusses multiple owners and how to add the into the form. I assume, as the filer, I would need the driver license of all other owners?

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      You need either their licenses (or identification) or their FINCEN ID number.

  • @blancamorales7400
    @blancamorales7400 ปีที่แล้ว +1

    Thank you for your video...I do have a question, if I am the sole beneficial owner, is just my name, sounds like a stupid question but I want to be sure

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว +1

      I’m not sure I understand your question. But if you are the sole beneficial owner, then you only report yourself for your reporting company. I hope I answered your question. 🙏🏾

    • @blancamorales7400
      @blancamorales7400 ปีที่แล้ว +1

      @@talbertlawoffice Thank you...there is the part where you explained if there is another beneficial owner of 25% of the company, in my case there is none. I still need to include myself in the Beneficial Owner #1 section?

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว +2

      @blancamorales7400 Oh, I understand. Yes, as the 100% owner, you would report yourself because you own at least 25% of the company.

    • @blancamorales7400
      @blancamorales7400 ปีที่แล้ว

      Thank you!!! @@talbertlawoffice

  • @melhoresprodutos8899
    @melhoresprodutos8899 ปีที่แล้ว +1

    If the LLC is Control by the Trust then NOT Need fill the BOI ok?

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว

      I would advise checking with the person who created the trust. FINCEN does exempt some types of trusts, so it will depend on what type of trust controls the LLC.

    • @melhoresprodutos8899
      @melhoresprodutos8899 ปีที่แล้ว

      @@talbertlawoffice Well, I have 2 different Trusts : 1- Family Trust 2- Business Trust then this type the Trust is Exempt ok?

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว +1

      @melhoresprodutos8899 business trusts are not exempt. Check the 3rd link of the linked resources in the description box. There is a list provided.

    • @melhoresprodutos8899
      @melhoresprodutos8899 ปีที่แล้ว

      @@talbertlawoffice Thank you so Much and have a Great 2024

  • @MeFirst718
    @MeFirst718 ปีที่แล้ว

    Thank you 🙏🏾

  • @garyp1930
    @garyp1930 ปีที่แล้ว +1

    all llc businesses have to do this like landscaping ? before 2024 too or just after ?

    • @coachcortneyrose
      @coachcortneyrose 10 หลายเดือนก่อน +1

      Hey there just notice your question about filing, you should file your LLC for this tax season. Do you need help?

    • @garyp1930
      @garyp1930 10 หลายเดือนก่อน

      @@coachcortneyrose Great! Thank you so much!! Perfect video too!!

  • @Jack_watson
    @Jack_watson 11 หลายเดือนก่อน +1

    Mam I want to close my llc permanently and I want to know (BOI) is mandatory for me before dissolving my llc. Mam please clear my doubt.
    My LLC is non resident llc in NH State and i am from India

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      If your LLC was formed before January 1, 2024, then you have until January 1, 2025 to file your BOI. With that said, as long as your LLC is dissolved before January 1, 2025, BOI reporting will not be mandatory for you.

    • @Jack_watson
      @Jack_watson 11 หลายเดือนก่อน

      @@talbertlawoffice mam any article or any report regarding this. If you have plz send me link because I am worried about penalties .

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      I put all the links in the description box of the original videos. You should check there.

    • @Jack_watson
      @Jack_watson 11 หลายเดือนก่อน

      @@talbertlawoffice mam plz send me that specific video link regarding this

  • @martinfelix4203
    @martinfelix4203 8 หลายเดือนก่อน +1

    If the LLC was created on or after January 1st 2024 you have 90 days left, no 30. 30 days are for LLC created on or after 01/01/2025.

  • @nursecampbell03
    @nursecampbell03 ปีที่แล้ว

    So if I’m doing this for a non profit I can skip app but #37

    • @talbertlawoffice
      @talbertlawoffice  ปีที่แล้ว

      Nonprofits are exempt from this requirement. Check out the resources in the description box.

  • @remodelboostclub
    @remodelboostclub 11 หลายเดือนก่อน

    So we only have to do this one time?

    • @talbertlawoffice
      @talbertlawoffice  11 หลายเดือนก่อน

      As of now, yes, this is a one-time report (unless something changes in the business that requires an update).

  • @Navarrete19
    @Navarrete19 10 หลายเดือนก่อน

    Does need to be filed EACH year?