DIY Legal Master Class How Do I Know if I Need an LLC or S-Corp?

do you have a business entity
(like an LLC, PLLC, PC, S-Corp or C-Corp)
and are wondering…

 

what’s a BOI report?
do I really need to file it?
by when do I have to file it?
why do I have to file it?
how do I actually file it?

 

and more…

this LIVE legal master class can help!

what is this LIVE legal master class? 

This LIVE Legal Master Class is a quick way to understand (and file!) the BOI Report for your business.

We’ll go through the basics of the BOI Report – the WHO, WHAT, WHEN, WHERE, WHY – and then we’ll do the HOW together!

You’ll be filing your OWN BOI Report during Class with me guiding you, step by step.

Because the BOI Report is not a simple form. (Thanks a lot, U.S. Government!)

I’ve read the entire BOI Reporting directions. I’ve made it super-easy for you to:

Heart BulletHave the info you need for the BOI Report.

Heart BulletUnderstand the new lingo (like who’s a “beneficial owner”).

Heart BulletKnow which specific BOI sections apply to you – and which don’t.

Heart BulletShow up and fill in the BOI Report.

This LIVE Legal Master Class is a quick way to understand (and file!) the BOI Report for your business

We’ll go through the basics of the BOI Report – the WHO, WHAT, WHEN, WHERE, WHY – and then we’ll do the HOW together! 

You’ll be filing your OWN BOI Report during Class with me guiding you, step by step.

Because the BOI Report is not a simple form. (Thanks a lot, U.S. Government!)

I’ve read the entire BOI Reporting directions. I’ve made it super-easy for you to:
 

  • Have the info you need for the BOI Report.
  • Understand the new lingo (like who’s a “beneficial owner”).
  • Know which specific BOI sections apply to you – and which don’t.
  • Show up and fill in the BOI Report.

when is the LIVE legal master class? 

This Class is LIVE due to the newness
and urgency of this BOI Report requirement
so I can support you in real time.

this 90-minute LIVE class will be on:

 

Thursday, February 22
12 pm PT / 1 pm MT / 2 pm CT / 3 pm ET

 

(Yes, the class will be recorded)

who is it for?

This Legal Master Class is for you if:

– You own an:

– LLC

– PLLC

– PC

– S-Corp

– C-Corp

or

– You’re a Sole Proprietor with a business license from your state.

You have to file a BOI Report – and this LIVE Legal Master Class will walk you right through it.

why do you need it?

Congress passed a law called the Corporate Transparency Act which created the Financial Crimes Enforcement Network (“FinCEN”). It took effect on January 1, 2024.

This law is about financial crimes. It’s trying to root out money laundering, financing of terrorism, and people who hide money or financially benefit in illegal ways.

This law now requires most business owners to file a BOI Report.

What if you don’t file a BOI Report? What can happen?

Here are the penalties…(be warned – they’re harsh!)

1. Fines of $500 for each DAY that you don’t file the BOI Report. (That’s $500 a DAY!)

2. Criminal penalties of up to 2 years in jail AND another fine of up to $10,000.

Whew! This is why you need to take the BOI Report seriously and get it done now!

what’s included?

This LIVE Legal Master Class includes:

  • LIVE 90-minute Zoom Class to learn the basics of the BOI Report and ask questions in real time.
  • BOI Report that you’ll be filling out for yourself during the Class, with me guiding you through each section.
  • Tip Sheet to know the WHO, WHAT, WHEN, WHERE, WHY and HOW of BOI Reporting…

Heart Bullet In plain English so it’s easy to understand.

Heart Bullet With notes you can keep and refer to as a helpful legal resource.

Heart Bullet Created with deep care and Legal Love™ to help you feel more at ease about the BOI Report in a legal and clear way.

This LIVE Legal Master Class Includes:
 

  • LIVE 90-minute Zoom Class – to learn the basics of the BOI Report and ask questions in real time.
  • BOI Report that you’ll be filling out for yourself during the Class, with me guiding you through each section.
  • Tip Sheet to know the WHO, WHAT, WHEN, WHERE, WHY and HOW of BOI Reporting…
    • In plain English – so it’s easy to understand.
    • With notes you can keep and refer to as a helpful legal resource.
    • Created with deep care and Legal Love™ to help you feel more at ease about the BOI Report in a legal and clear way.

the DIY investment? 

 one payment of $97

Important Note:

Law changes all the time, like this one which is now a required step after you form a corporate entity, so know that I’m working hard to learn new areas of law to help you keep yourself and your businesses legally safe all the time.

This Legal Master Class is designed to be educational and informational and provide you with general information about BOI. Know that it won’t create an attorney-client relationship between us and it is not to be construed as legal advice, but it’s a helpful class to share basic information about BOI, educate you about filing your own BOI report, and support you as you file your own report online.

Always talk with a local attorney to be sure your business is complying with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.

“Because of Lisa’s approach and skills I now feel fully protected and secure about sharing my work with the world.”

I had been putting off the legal side of things since I started my business. But, I started worrying about whether my work was safe from copycats or being shared without my permission. I now feel fully protected and secure about sharing my work with the world. Lisa is a legal angel and I cannot recommend her enough!

Sherold Barr

Master Life Coach & Entrepreneur

“Lisa just gets it. Everything she does is super easy to understand and so loving that it’s simple to say yes to legal protection.”

I always knew that I needed to get some legal ducks in a row but it felt so daunting…like where do I start, is this going to cost me my life savings, what if they scam me, I’m going to feel like an idiot…and then Lisa came along. Now I know that my clients are getting the best and that my income is protected. It’s a win, win, win!

Alexis Logan

Laura Sprinkle

Affiliate Partnerships Strategist

“Having a solid legal foundation with the right documents lets me build my business with confidence, eliminates anxiety and allows me to focus on supporting my clients.”

It is difficult to bring your best self to your clients if you’re concerned that you’re not legally covered. Just like building the foundation of trust and rapport with clients, building your legal foundation is essential to optimal functioning, personally and professionally.

I’m just so grateful for you, Lisa. You really understand our industry. I don’t know what I would do without you!

Gina Lockwood-Sheehan

Functional Medicine and National Board-Certified Health & Wellness Coach & Founder of Forte Wellness Coaching, LLC

“It is a very empowering experience to work with Lisa, and I strongly recommend her.”

The law always intimidates me, and for the longest time I was dragging my feet because I did not know how to protect my license and work as a Success Coach online.

My first call with Lisa helped me to know that my fears were not unusual. She understood and articulated the passion she could hear in my voice more than I have ever heard anyone do before.

After my LLC was formed, she reviewed each LLC document with me and when the call was over she offered to stay on the phone until we completed the process.

Mary Nii Munteh, Psy.D.

Success Coach

“Lisa has brought me peace of mind and freedom to grow my business with confidence and legal clarity.“

She explained the law in clear terms and has allowed me the space and freedom to feel confident in having a sound legal structure for my businesses.

I have grown my therapy business from a part-time mental health practice to a full-time business earning 6 figures. I also recently incorporated a brand new separate life coaching business as an S-Corp thanks to Lisa’s support and guidance.

Lisa’s DIY documents, podcast, book and more have allowed me the room to grow my business with confidence & clarity. I consider Lisa to be an indispensable member of my team and I am so very fortunate to have found her.

Jan Marie Ramos, LCSW

Therapist & Life Coach, founder of Jan Marie Inc. & Naples Oceanside Wellness

have questions
after you’ve taken the class?

Purchase a 30-Minute Power Hour with Lisa
to ask questions about the class
after you’ve completed it.