EdgarAgents (EA)

Welcome aboard Frequent Filers! Today's topic: What the Latest Updates on BOI Access Mean for Compliance In response to the growing need for transparency in financial transactions, FinCEN has rolled out an updated FAQ section on the accessibility of Beneficial Ownership Information (BOI). This marks a significant step in ensuring that authorized parties can access vital information to help combat illicit finance. Below is a breakdown of the key updates regarding when and how Federal agencies can access BOI, and what steps are required for them to request it. Redeem your first-class ticket to the latest EA blog here - https://lnkd.in/exSrp6wG #FileWithConfidence #Accounting #CPA #SmallBusiness #IRS #Blog #BeneficialOwnership #Compliance #FinCEN #BusinessOwner #Accountant

Get to know Mary Catherine Healy in this week's Employee Spotlight! ?? We are delighted to have Mary Catherine as an integral part of our Investment Management team at EdgarAgents. We consider her to be a rising star in this industry, always ready to help both her clients and teammates. With her engaging manner, it is no wonder that both her industry peers and co-workers love working with MC! #MeetOurTeam #Teamwork #EdgarAgents

We offer a comprehensive suite of services to streamline your SEC compliance. But which one do YOU find most valuable? ?? Cast your vote and let us know in the comments! ?? We're always looking for ways to improve and better serve our clients. #SECCompliance #ClientFeedback #EdgarAgents #CapitalMarkets #CorporateLaw

At EdgarAgents, we're more than just filing experts - we're your partners. We're dedicated to providing personalized support, clear communication, and a stress-free experience for every client. #CustomerObsessed #ClientFocused #EdgarAgents

At EdgarAgents, we simplify SEC and EDGAR filings for public and private companies. With our expert team and advanced technology, we ensure your filings are accurate, timely, and hassle-free. Focus on growing your business while we handle the compliance. #FileWithConfidence #SEC #CapitalMarkets #CorporateLaw #FinancialServices #Compliance

What an unforgettable evening! EdgarAgents is honored to have attended the 20th Expect Miracles Gala, where hope, generosity, and dedication filled the room. A special thank you to Co-Chairs Anne Hebard-Duduch of SS&C Technologies and Andy McFetridge CPWA? CEPA? CRPC? of John Hancock Investment Management for their incredible leadership, which set the stage for such a successful event. ? The night was truly moving, especially when longtime supporter Bob McKee shared his personal cancer journey, reminding us all of the power of resilience and the importance of investing in cancer research. Thanks to the overwhelming support of everyone involved, over $70,000 was raised during the live appeal, a new record for the event. Together, we are advancing life-saving research and creating a brighter future. Antoinette Behan, Stephen Bonventre, Mary Catherine Healy, Cassandra Miller (Redmond), Peter R. Brown Jr., Khaoula G., Shawn Correia, Ivette Collazo #FileWithConfidence #MutualFunds #InvestmentManagement #AssetManagement #SEC #FinancialServices #Compliance

FinCEN Filing Agents offers a seamless white-label solution tailored to your brand. With our fully customizable platform, you can provide top-tier Beneficial Ownership Information reporting under your own banner, backed by our industry-leading expertise. Discover how white labeling can elevate your business in the comments below. #BOI #BOIreporting #corporatetransparencyact #compliance #fincen #edgaragents

Want expert insights on the Corporate Transparency Act (CTA)? Our leaders, Heather Lucore and Isaac Fishman, recently joined The Tax Smart Real Estate Investors podcast to discuss the key reporting requirements and how to streamline the filing process. Tune in now: https://lnkd.in/eSFnjzxQ Learn more about who we are and how we can help you with your Beneficial Ownership Reporting: https://lnkd.in/eJR3uDkH #CTA #BOIreporting #Compliance #FinCENFilingAgents

With rising premiums fueling a surge in M&A across the insurance landscape, activity has spiked in property, casualty, and specialty lines, extending beyond carriers to include brokers and service providers. According to Harris Williams, sectors like claims support, forensic consulting, and specialty engineering are now prime areas for investment. This wave of consolidation is driven by fragmented market structures, steady demand, and specialized services. Deals are particularly vibrant among MGAs and MGUs as private equity firms pursue top-tier leadership and specialized capabilities. The trend is expected to gain momentum, highlighting the robust growth potential in this evolving sector.. Learn more: https://bit.ly/3UHXmRE

Get to know Isaac Fishman in this week's Employee Spotlight! ?? Isaac has been an invaluable part of the team at FinCEN Filing Agents, using his deep understanding of our platform to connect with potential users. Whether it's a quick 5-minute conversation or a detailed explanation, he consistently finds ways to showcase how our product can truly benefit those who need it most. Isaac’s commitment to going above and beyond ensures that our users have the clarity and confidence they need, ultimately helping them make informed decisions about using our platform. We’re grateful for the thoughtful approach and expertise he brings to the team every day. #MeetOurTeam #Teamwork #EdgarAgents