Livestream Only: Hot Topics: Management of Accounting Practice/Firm Administration

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Wednesday, August 7, 2024 @ 11:00am 12:00pm
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Description

Join other managing partners, firm leaders, and firm administrators for these interactive quarterly sessions from 11:00 a.m. - 12:00 p.m. to discuss hot topics in managing your accounting practice. These unique interactive ZOOM sessions will provide attendees the chance to pose questions on camera and engage in open dialogues with guest speakers and peers. 

In this session Jan Lewis will give the latest updates on BOI Reporting. Some points of interest will include:

  •  Basics of BOI reporting
  •  Proposed reporting changes
  •  Recent court rulings
  •  Who should/can file client reports?
  •  What is your firm going to do?
  •  Plus more

Credits

Category Amount
General 1.20

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

Jan F. Lewis

Jan F. Lewis

As a tax member of BMSS Advisors and CPA's (formerly Haddox Reid Eubank Betts), Jan's responsibilities include income and estate tax planning, research, and compliance for individual and business clients. Her areas of practice include healthcare, oil & gas, construction, real estate, and high-net-worth individuals. An avid and well-respected speaker, she has taught continuing education classes throughout Mississippi and nationwide in the areas of income tax planning, business tax matters, and S corporation tax issues and has given presentations on financial literacy, current tax policy, and other tax issues to various groups across the state. Jan has also authored articles on tax matters for the Tax Adviser publication of the AICPA's Tax Division and has been interviewed by Fox Business News, NPR, Forbes, Wall Street Journal, Bloomberg, and the Detroit Free Press for her insight on various policy and practice matters affecting taxpayers.

Jan is active in the Mississippi Society of Certified Public Accountants (MSCPA), previously serving as president of the Society, and as an officer of the Society's Central Chapter, as well as a trustee of the Mississippi Tax Institute. Jan is a member of the Long Range Planning Committee and the Young CPAs Liaison Committee.

She is also an active member of the American Institute of Certified Public Accountants (AICPA), and has held many leadership roles within the AICPA throughout her career. She has served as the MSCPA's elected representative to the AICPA Council and on the AICPA Life Insurance and Disability Plans Committee. She was a member and chair of the AICPA's Tax Practice and Procedures Committee and is currently the immediate past chair of the AICPA's Tax Executive Committee (TEC), having previously served as a member, vice chair and chair of that committee. The TEC is the senior committee overseeing the work of all Tax Division committees and technical resource panels of the AICPA, and her work with that committee has been especially rewarding both personally and professionally.

In May of 2023, Jan began a three-year term as one of 26 members of the Board of Directors of the Association of International Certified Professional Accountants (the Association), and one of 18 members of the AICPA's Board, while also serving on the AICPA Governing Council. In her role as a board member of both the Association and the AICPA, Jan is a part of the executive committee that directs the strategic vision of both organizations. The AICPA is the national professional organization for all CPAs, with over 420,000 members in the U.S. and worldwide. The Association is the global voice of the accounting and finance professional, with over 650,000 members globally, and was founded by the AICPA and the Chartered Institute of Management Accountants (CIMA). It is a distinct honor to be in this position of leadership in the profession.