Year-End Compliance Checklist: Preparing Clients for 2027
1.0 Credits
Member Price $0.00
Non-Member Price $100.00
Overview
As the year comes to a close, client accounting services (CAS) firms have an important opportunity to help clients get their businesses in order and prepare for the year ahead. Beyond closing the books, year-end is an ideal time to review outstanding business compliance requirements, address potential filing gaps, and ensure clients are positioned for a successful start to 2027.
Join Nellie Akalp, CEO and Founder of CorpNet.com, for a look at key year-end business compliance considerations accounting professionals should be discussing with their clients. From reviewing annual report deadlines and business registrations to identifying entity changes, addressing outstanding state filing obligations, and preparing for upcoming compliance requirements, learn strategies to help firms stay ahead of important deadlines while delivering greater value to your clients.
Speakers
Nellie Akalp, CEO and Co-Founder CorpNet.com
Nellie Akalp is a passionate entrepreneur, business expert and mother of four. She is the CEO of CorpNet.com, the smartest way to register for payroll taxes, and maintain business compliance across the United States.
Highlights
By the end of this session, participants will be able to:
- Identify essential year-end business compliance requirements and outstanding state filing obligations for their clients.
- Recognize common business changes that trigger additional filing and registration requirements.
- Spot compliance gaps, delinquent entities, and potential risks before they result in penalties or loss of good standing.
- Help clients close, revive, or reinstate inactive or noncompliant business entities.
- Incorporate proactive compliance reviews into CAS workflows to strengthen client relationships and deliver greater advisory value heading into 2027.
Prerequisites
None
Designed For
Public Practice
Corporate Accounting & Finance
Objectives
By attending this session, participants will be able to:
- Identify key year-end compliance requirements such as annual reports, meeting minutes and outstanding state filing requirements that should be reviewed before year-end.
- Recognize common business changes, such as ownership updates, address changes, registered agent changes, and entity structure changes, that may trigger additional state filing obligations.
- Learn how to identify inactive, delinquent, or noncompliant business entities and determine when clients may need to close, revive, reinstate, or update their registrations.
- Establish proactive year-end compliance review practices to help clients anticipate upcoming filing requirements, avoid penalties, and maintain good standing.
Preparation
None
Notice
FICPA Webinars are presented virtually.
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.
For more information feel free to call the FICPA Member Service Center at 800-342-3197.
Leader(s):
Leader Bios
Nellie Akalp, Chief Executive Officer, CorpNet
Nellie Akalp is a passionate entrepreneur, business expert and mother of four. She is the CEO of CorpNet.com, the smartest way to register for payroll taxes and maintain business compliance across the United States. Nellie is internationally recognized as one of the most prominent experts on small business startup and compliance matters, contributing regularly to media outlets like Entrepreneur, Inc.com and Accounting Today. Each month, her regular columns and small business advice reach more than eight million people.
Non-Member Price $100.00
Member Price $0.00