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Latest BOI resources from AICPA

February 16, 2024

Free AICPA webcast on Wednesday, February 21 at 3 p.m. ET  - open to all

 “BOI temperature check and what to tell clients” - this free webinar will help practitioners evaluate their individual situations before providing BOI reporting services to clients. Various tax practitioners will offer their take on offering BOI services.

Register at:

AICPA member insurance program (CNA) article, including sample engagement letter – open to all

“Risk Management and the Corporate Transparency Act” - practitioners can learn how to mitigate the unique risks CPA firms may encounter when delivering CTA compliance/BOI reporting services. A sample engagement letter is included in the article at

CNA: Coverage Considerations: Services Related to the Corporate Transparency Act – open to all

Accounting firms have raised questions regarding potential coverage for services delivered to clients related to the Corporate Transparency Act (“CTA”). This article from CNA is designed to provide some general guidance regarding how CNA’s accountants professional liability policies might respond to these questions.

AICPA sample BOI engagement letter – available to AICPA members

AICPA FAQs around providing BOI services – available to AICPA members

FAQ that addresses some of the questions that CPAs may have about their roles in providing BOI services to clients.

The AICPA will continue to add and update resources on the AICPA BOI resource center, too.