Strohmeyer Law PLLC guides clients through the maze of estate planning, tax, & probate law to help them leave No Unfinished Business® here in Houston, Texas. Planning your estate and other end-of-life matters can be a murky and intimidating project-even if you don’t live in a mansion and own seven Porsches.
Required legalese: These videos address general principles of law in Texas and are for educational purposes only. Nothing provided by this channel should be construed as legal advice or a substitute for legal advice for you. Initiating contact in any way with Strohmeyer Law PLLC, including but not limited to watching this video, asking a question by commenting on this video, starting a chat, or submitting a contact form, doesn't create an attorney-client relationship.
Don’t rely on a video on KZread-it doesn’t address the particulars of your situation. If things can get complex, get help from a competent professional licensed where you are.
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I just started my own LLC I am honestly really lost with all of this I just got a letter to get a FINCEN ID so where do I even begin?
FinCEN has put out a small business guide on its website that you can use to help guide you through the process. If you need additional guidance, ask your tax professional who will assist you with the tax returns for the new LLC.
This is great channel how does it not have more views? Thanks man, studying for an equity and trust exam and needed this explanation. :)
Glad you enjoy it!
Thank you for the valuable information. I think your information will be of great help. However, in my case, there is an inc. headquartered in Japan and an inc. in California, and of course, 100% of the shares are owned by the head office in Japan. How should I report this case?
You’ll need to work with your own advisors to determine the beneficial owners of the California company, which will likely require determining the beneficial owners of the Japanese company.
Thanks for this. I should have requested a FinCEN ID for my holding company because when I create the daughter LLCs, who will be the beneficial owner but the holding company? Or I do I report myself there as well? But it's too late. i didn't request one when I filed the BOIR for the holding company.
You’re welcome! Generally, if it’s a holding company structure, then the beneficial owners will overlap for the sub/daughter entities. There are ways that this won’t always be true (eg, someone with substantial control as an officer of the sub, but not the holding company), so this isn’t a hard and fast rule. You’ll need to work with your own advisors on your specific circumstances.
The lawyer that filed our LLC paperwork has not responded to repeated requests for his, or his firms FINCEN ID (or other information) so I can complete Part II - Company Applicant Information. I tried to complete as much information as I have about the lawyer and his firm, but I do not have an “identifying document image” to attached (#33 on the form). Any thoughts on what I can do if the “Company Applicant” will not provide their information?
That’s very frustrating to hear, and I don’t have a good answer for you. FinCEN does not have a process to allow for “missing” information like that, so you’ll need to get the information from that firm. You may need to physically go to their office.
Hello, my son would like to appoint me as the guardian over his minor daughter in case of death or incapacitated. They reside in Texas. Is the Declaration of Appointment of a Minor the only thing he needs? Should this be filed with the court?
It can be done with that form, and that does not get filed with the court until it is needed as part of the process to appoint a guardian once one is needed. Because everyone’s situation is unique, you’ll need to discuss your circumstances with your own advisor to make sure you don’t miss something.
Hello sir, I am from India & my CPA exam just got over, during the curriculum I enjoyed Regulation(Taxation) the most ,so I researched a lot to make my full time carrier on that. I would love to hear from you - appearing a good Law school in US through GRE/LSAT will be a good step to take or not. Please solicite a line in reply.
Congratulations and good luck! Getting a law degree isn’t required if you want to work in tax, and it’s a lot of work.
Thanks for the video. I'm a US citizen and my wife is a Japanese citizen. I'm going to follow your link and hope it gets me going on the right track.
Glad it was helpful!
I am a beneficiary and the the executor has double in profits and I have nothing is that legal?
Unfortunately, I can’t give you a good answer based on this. You’ll need to work with your own advisor who is familiar with your specific situation.
Sounds like a law that was passed by big business that doesn’t apply to them. What a surprise
The exceptions are generally granted to businesses that have some sort of government license. So while it’s possible big businesses didn’t want this to apply to them, the reality is that they are already subject too much higher scrutiny that the CTA would duplicate.
Can I claim my parents money after 16 years?
Possibly. You’ll need to talk with your own advisors about your specific situation.
Working out of Travis County
I’m sorry-I don’t understand your comment.
My father passed a year ago he didn’t have a will His wife has dementia her son is moving things around without consulting the other siblings
I’m sorry to hear that. If her son is taking things he’s not entitled to, you’ll need to get your own advisor to protect yourself.
My question is if an LLC that provides management services, employs more than 20, has a revenue over $5M on its most recent tax return, and has an operating presence in the United States, can it be considered exempt from the report since it is a large operating company?
It could be exempt, and you’ll need to work with your own advisors to make that determination.
As a minority owner, how do I find out if our CPA has reported to FinCin?
Have you reached out to the CPA directly? They should have a record of the filing if they did it.
Do each shareholder have to file separate report?
No, BOI reports are filed by the Reporting Company to report all of the Beneficial Owners for that entity. Individuals do not file their own reports.
The recent lawsuit has stop it for one small buisness alliance. They are moving forward to expand the win. Id wait to the end of the year and see if this over reach is tossed out
I understand the sentiment, but we’re unlikely to get a decision from the Supreme Court by the end of the year. Even if held unconstitutional, the banks and financial institutions will likely be requiring the documents to be submitted to open an entity account.
Very thorough and easy to follow. Many other videos did not do a good job of explaining the "Company Applicant" for LLC's filed after Jan 1 2024. Thank you for explaining!
Glad it was helpful!
There is no way to "find" accounts if you don't know where to look, which I think is complete bullshit because when someone dies it's reported to the government and the bank gets notified, and they don't reach out in any way shape or form. They're perfectly content to let the money sit there as they make % off it every year. They don't *want* it to be found.
This is why it’s important to have a good list of all of your assets so they don’t get lost when you pass away. The biggest problem we have in probate is finding everything because people thought it would be simple to wrap up. Instead, they’ve sent their family on a treasure hunt with no map.
If 3 people own a business equally 3 ways, (so more than 25%) does only one person fill it out for the company or do all 3 need to fill one out for the company??
There is only one report for the company, which should list all the Beneficial Owners of the company. Individuals should not file separate reports.
Great instruction for lawyers in an overview style. Both are experts.
Thank you!
Is there a step-up in basis for U.S.-situs assets upon death, even when no estate tax is payable (due to a Treaty exemption).
Generally yes, and you’ll need to work with your own advisors for an answer on your specific situation
I filled this out but forgot to download the confirmation page. Is there a way to get back to that point? I’m driving myself nuts since I don’t have the document. Can I just redo the form?
Unfortunately, I don’t know of any way to regenerate the transaction report if you didn’t save it when they provided it to you.
Sounds unconstitutional to me, congress is overstepping their authority.
So far, one district court in Alabama has agreed with you. Ultimately the Supreme Court will weigh in on this. But the requirements that the banks confirm who the beneficial owners of these accounts are will likely be constitutional. Time will tell and we shall see what happens.
Does the basis step up to the FMV on the date gifted to irrevocable trust? When you mention passing through estate does that expose the asset to creditors?
There are ways where assets gifted to an irrevocable trust will get the basis and ways that it will not. You will need to work with your own advisor to determine if assets inside an irrevocable trust will get the step up. The assets must be included in the gross estate for federal estate tax purposes to get the basis step up. It is possible to have assets exposed and not exposed to creditors. Again, you’ll need to work with your own advisor regarding specific situation.
Hi. I have filled the form for my 2 LLC, I can tell you I have tried for the last 4 weeks to remit the forms from different computers thinking that mine does not have the capability, but I have not been successful. I checked google to see if other people have the same problems and there are tons of complaints with the same problems as mine. What am I doing wrong?
Unfortunately, I can't tell from your comment what could be wrong. One of the things that I've seen is that if the file name for the scans of the photo ids is too long or has spaces, it can cause issues.
Does a survivor spouse personal brokerage account get a step up basis on the death of a spouse in California?
It will depend on whether that account is treated as community or separate property. You’ll need to work with your own advisors to determine the correct answer for you and your specific situation.
So upon death of my husband for me the spouse what form or how is the step up basis reported to the IRS I still need to do this on a business sale of the same year
You’ll need to work with your own advisers to determine the correct course of action. It depends on too many factors for me to address in a comment and will depend on where you are located.
Unfortunately, UNFORTUNATELY HAVE YOU TRIED LEGAL AID YES! NO LEGAL AID SMOKE AND MIRRORS BAR ASSICIATION WOOD COUNTY BAR DOESNT PROVIDE COUNSEL EITHER EVERY COUNSEL WANTS 2000 PLUS TO EVEN LOOK AT THIS CASE I JUST WANT MY HALF OF MY FATHER'S ESTATE PROBATE MATTERS, NEITHER DOES THE
I think you’ve contacted the wrong firm. This firm does not work in Ohio and has not been involved in any matter there.
My Sister's Personal Attorney for my Father's Estate, used my sister to coerce threaten me blackmail me into agreeing by way of fiduciary agreement after my sister 4months earlier had concealed, took ownership hidden 2 2010 vehicles cash, jewelry, club cadet zero turn mower, retirement, bank accounts, after sister's thefts and concealment of my Father's Assets/real property she by way of theft /fraud threatened blackmailed me to sign holding my foodstamp card hostage threatening me I won't get any food either unless I sign fiduciary agreement to COVER UP HER THEFTS OF MY FATHER'S ASSETS WHO (DIED INTESTATE) NO WILL. Thereafter, four months later she assaulted me at her house when I questioned her attacked me with a weapon a metal mop pole threatening to kill me you m/frrr!$$%% she called police I was arrested burgulary abduction charges filed one sided investigation by her friends on police whose station is 1mile from her home. Those charges were dismissed I was released by Judge case dismissed so I thought. W/out prejudice meaning she could if she had additional facts evidence she could refile. Noting she held a funeral bragged she was getting everything when my mother also died INTESTATE. SHE DELIBERATELY HAD NOT INFORMED, FEAR SHE IT WOULD COST HER MORE MONEY, AND SHE WOULD HAVE TO SPLIT ESTATE WITH THE ONLY OTHER HEIR ME HER BROTHER. HAD ME ARRESTED THEN AS WELL I WAS CHARGED WITH MENACING FOR INQUIRING WHY SHE WOULDNT TELL ME ABOUT MOM'S DEATH? AGAIN AFTER HER THREATS GETTING ME TO SIGN HER ATTORNIES FIDUCIARY AGREEMENT COVER UP HER THEFTS, SHE AGAIN HAD ME ARRESTED. UPON RELEASE DISMISSAL OF HER CHARGES A PATTERN HERE, FOR GAIN OF DEATH BENIFITS, UPON MY RELEASE I CALLED ADRAY HER ATTORNEY TOLD HIM HE'S FIRED I DON'T AGREE AND I WILL BE SEEKING MY OWN COUNSEL. That attorney WOOD COUNTY, OHIO NAME JAMES ADRAY USED PERRYSBURG TWNSHIP IN ATTEMPT AFTER I TOLD HIM HE WAS FIRED ATTEMPTED TO HAVE ME ARRESTED TOLD THEM AS OFFICER OF THE COURT HE WANTED ME ARRESTED FELT THREATENED SOME HOGWASH TWICE THEY THREW ME IN JAIL TO GET ME OUTTA THE WAY SO THEY COULD TAKE PROPERTY CARS, REAL PROPERTY BELONGING TO MY FATHER'S ESTATE. I WENT TO HOSPITAL AFTER CALL EMOTIONALLY UPSET, AND WAS TOLD BY SECURITY GAURD WHO WAS SITTING IN A LAZY BOY RECLINER WATCHING OHIO STATE CLEMSON NATIONAL CHAMPIONSHIP GAME THAT OH NO TROY STOLL IS NOT COMING INTO HOSPITAL MESSING UP HIS GAME HE WAS HERE A WEEK AGO DISCHARGED. I HAD WAITED 2.5 HOURS IN WAITING ROOM WAITING TO BE ADMITTED DR. ADMITTED ME I ASKED SECURITY GAURD AT MERCY HOSPITAL OREGON OHIO IF HE WAS A DOCTOR? BECAUSE I GOT A BAND ON MY WRIST SAYING I HAVE BEEN AUTHORIZED TO BE ADMITTED. HE SAID SMART ASS TOO , WELL YOUR NOT BEING ADMITTED ATTACKED ME TRIED CHOKING AND STUFFING ME INTO THE SAME CHAIR HE WAS ON THE CLOCK KICKED BACK IN WATCHING THE GAME, ASSAULTED ME SUBSEQUENTLY ONCE AGAIN I WAS ARRESTED MENACING CHARGES FILED AGAINST ME. I SAT IN LUCAS COUNTY JAIL AWAITING TRIAL. MY SISTER'S PROBATE ATTORNEY, WHO OBVIOUSLY AS EVIDENCED BY HIS OWN ACTION CALLING P-BURG TWBSHP. POLICE TO HAVE ME ARRESTED AFTER SISTER'S SECOND ATTEMPT FILE BOGUS CHARGES ON ME HAD FAILED ADRAY'S ATTEMPT TO HAVE ME ARRESTED FAILED AFTER I FIRED HIM TOLD HIM I AM NOT IN AGREEMENT WITH HIM OR MY SISTER BEING APPOINTED TO OVERSEE MY FATHER'S ESTATE, ESPECIALLY SINCE TWICE I WAS DELIBERATELY DENIED PAYING MY LAST RESPECTS TO MY MOTHER NOW MY FATHER. SISTER CONCEALMENT HIDDEN PROPERTY THEFT OF ASSETS BELONGING TO MY FATHER'S ESTATE. ADRAY LIED TO WOOD COUNTY PROBATE JUDGE, APPLIED LETTERS OF AUTHORITY APP. ON JAN 7, 2020 MY DADS DEATH WAS AUG. 2019. SISTER ALREADY STOLEN HIDDEN EVERYTHING AT HER SON'S JUSTIN VANDYKES WALBRIDGE,OH. ADRAY ADVISED MY SISTER SINCE HIS ATTEMPT FAILED HER ATTEMPT TO HAVE ME ARRESTED TO GET ME OUTTA THE WAY FROM WHISTLE BLOWING THEIR THEFTS MANIPULATION OF MY FATHERS ESTATE IM A RIGHTFUL HEIR 50/50 SPLIT. ADRAY FAILED TO DISCLOSE TO THE WOOD COUNTY, OHIO PROBATE COURT JUDGE ON APPLICATION THE ONGOING CONFLICT OF INTEREST, THEFTS OF VEHICLES, HIDING THEM SELLING THEM TRANSFERING TITLES OUT OF STATE FOR PERSONAL GAIN, ASKED DESPITE CRIMINAL CHARGES PENDING HIS/HER ATTEMPTS TO HAVE ME ARRESTED ASKED TO BE PROBATE LAWYER OVER MY FATHER'S ESTATE, HAVING MY SISTER APPOINTED FIDUCIARY. DESPITE HER ONGOING ATTEMPTS TO FILE CRIMINAL CHARGES, ASSAULT OF ME TO COVER UP HER THEFTS, ADRAY WAS APPOINTED BECAUSE HE LIED FAILED DISCLOSE ONGOING CONFLICTS OF INTEREST AND OHIO RULES OF CONDUCT SUPREME COURT OF OHIO ARE CLEAR RULES OF CONDUCT 1.7 STATES HE CANNOT APPLY ONGOING CONFLICT OF INTEREST REPRESENT TWO PEOPLE OPPOSED TO EACH OTHER AND PENDING CHARGES CIVIL/CRIMINAL HER ATTORNEY AND MY SISTER BY LAW ARE BARRED BY LAW FROM BEING APPOINTED BUT THEY WERE APPOINTED BY WAY OF FRAUD/THEFT FAILURE TO DISCLOSE FOR GAIN CONTROL OVER MY FATHER'S ESTATE. TO FURTHER SUPPORT EVIDENCE ADRAY ATTEMPTED AND FILED AN FIDUCIARY INVENTORY OF DISBURSEMENT CLAIMING ONE 2010 PT CRUISER (ALREADY STOLEN TITLE TRANSFERED OUT OF STATE SOLD) ADRAY PERJURED HIMSELF STATED HE JAMES ADRAY PERJURED HIMSELF IN WRITING HIS FIDUCIARY INVENTORY SUBMITTED TO THE COURT ADRAY CLAIMED IN WRITING: DISBURSED SAID VEHICLE TO ME PURSUANT TO THE WILL ) NEWSFLASH!!! THATS PERJURY WHEN THERE IS NO WILL AND THE VEHICLES WERE STOLEN BY MY SISTER HIDDEN AT HER SON'S HOUSE THAT INFORMATION PURSUANT TO THE WILL IS JAMES ADRAY'S ATTEMPT TO MANIPULATE THE JUDGE TO RUBBER STAMP HIS INVENTORY OF FIDUCIARY DISBURSEMENT AS IF ADRAY IS FOLLOWING A WILL STAMP IT JUDGE SO TO HIDE THE THEFTS OF PROPERTY 2 VEHICLES SOLD WITHOUT AUTHORIZATION BY THE COURT 2 VEHICLES (OH I DISBURSED THEM JUDGE PURSUANT TO THE WILL) THATS PERJURY!!! IN WRITING I GOT SEVERE BRAIN ATROPHY MENTAL INJURY I CAN SEE A BOLD FACE LIE WHEN ITS RIGHT THERE INVENTORY BLACK AND WHITE! I CALLED BMV THEY SAID THAT VEHICLE WAS SOLD OUT OF STATE TITLE TRANSFERED OUT OF STATE SO I OBJECTED TO THE INVENTORY I OBJECT TO THIS CLOWN BEING APPOINTED TO REPRESENT MY FATHERS ESTATE HE HAD NO BUSINESS BEING APPOINTED BUT FOR HIS FAILURE TO DISCLOSE TO COURT I FIRED HIM I WAS NOT IN AGREEMENT FIDUCUARY AGREEMENT OR NO AGREEMENT THEFTS AND HIDING VEHICLES THEN AFTER THEFTS, SELLING THEM IS CRIMINAL!!! CHARGES HIS CLIENT TRUDE JURSKI PERPATRAITED ON MY FATHER'S ESTATE WHERE THERE WAS (NO WILL) I AM TRAUMATIC BRAIN INJURED IM NOT GONNA ALLOW THEFTS, HER OR HIS APPOINTMENT, AS FIDUCIARY. JUDGE RIGHTFULLY ORDERED AN EVIDENTIARY HEARING DUE TO
I'm sorry to hear about this, but we cannot assist you. This firm does not work in Ohio and has not been involved in any matter there.
Figures effing Dems are so Hammer and Sickle.
It was passed during the Trump administration with a veto-proof majority. Both sides were involved in this.
I have not heard from you about my deceased husband
You will need to work with your own advisors on this. I can’t provide advice in a KZread comment section.
When will I receive life insurance from my deceased husband
You will need to reach out to the life insurance company and work with your own advisors about this. I cannot provide advice in a KZread comment section.
Great video, but why are you inclined to preface Alabama's Supreme Court as an entity that would rule favorably for the plaintiffs against the CTA?
Traditionally, judges appointed to the federal judiciary are chosen by the elected representatives and Senators from that state. So, they tend to reflect the local politics. This is why cases seeking to advance right-wing issues are typically brought in right-leaning states, and cases seeking to advance left-wing issues are typically brought in left-leaning states. If a Plaintiff has options where to bring a case, then they can and should choose where their case is most likely to be successful. Thus, they chose the Federal District Court in Alabama.
What if you don't click the existing button. LLC formed afer 1/2024. It then asks for Individuals first and last name? Whose name are they asking for? If more than 1 owner there is no button to add more.
If the entity was not formed before 1/1/2024, then you’ll need to report the Company Applicants on that page. If you go to 8:55 in the video, you’ll see a blue button in the top right of the screen to add additional Beneficial Owners.
I have a question please. I have 3 different LLC. One for each property should I use the same BOI Id I get for the first report OR I have to apply for each one of the companies
You’ll need to talk to your own advisor about your particular situation. Generally, each entity will need to report its BOI separately. An entity’s FinCEN Id wouldn’t necessarily be used for another entity’s report.
Cable company wanted payment after my brother died. My sister told them fu
Yeah, nothing stopping the cable company from asking. Lots of people pay when they aren’t obligated to.
may I ask,after this we are done for the Corporate Transparency Act?
No, it’s not a single filing, nor is it an annual filing. Updated reports will be need to be filed with FinCEN to report any changes in the previously reported information.
Hi! Does brokerage stocks assets in a revocabe living trust gets a step up basis? The trustees are husband and wife. Husband dies. Now the wife is the beneficiary of the assets in trust.
Generally, yes, but you will need to check with your own advisors about your own specific situation. Unfortunately, we can’t give you specific advice about your situation on KZread.
Thank you for your reply and direction.
You’re welcome! Good luck with your situation.
Audio is not working..
Can you describe what you’re experiencing? The audio is coming through just fine on our end.
Can you give a talk on the benefits of FLP? Some are embedded in this presentation but I'd love to hear a talk on how to use an FLP from you. For example, can you map out the ordinary and necessary expenses that an FLP can employ/pay and thus help lower the income tax bill for the GP?
I can, but I’ll let you know now that lowering your income tax bill isn’t one of the results. FLP’s get a lot of hype that they don’t deserve. If you don’t have a reason to lower your estate tax bill using fractional discounts or provide for management of a hard-to-divide asset, the costs of an FLP will probably exceed any benefits.
My mom and I purchased a home together. I wanted to open up a business so she/we pulled $10,000 from our home but in the process, my name was removed from the home. My mom passed away now I want to put my name back on the home, I was told that the deed that I received is an old version and that I needed an updated version of the deed The version that I have has my name and my mom name both on the deed but the new version only has her name on it. I have no siblings to contest my situation help, please
If your mother owned the house when she passed as recorded on the deed, then you'll need to work with an attorney in your area to determine the best course of action to get this resolved. Unfortunately, we can't give advice about specific situations like this on KZread.
Hi, My mom and I purchased a home together. A few years later I wanted to start a business so we took $10.000 from the home but my name was removed from the home. My mom passed away without putting my name back on the house. I paid the mortgage off and received the deed with both our names on it, but to my surprise, I was told it was a old deed and I had to obtain an updated version of the deed. how do I get my name back on the home and put it in trust for my children I have no sister and brothers. I am an only child.
If your mother owned the house when she passed as recorded on the deed, then you'll need to work with an attorney in your area to determine the best course of action to get this resolved. Unfortunately, we can't give advice about specific situations like this on KZread.
Great information, but your audio is not synched to the video and it is very annoying and makes it hard to watch. Like watching a dubbed foreign movie.
Thanks! I’ve just rewatched it and didn’t experience any audio syncing issues. Was it at a particular point in the video?
@@strohmeyerlawpllc I did not have any audio sync issues either. Great video and explanation.
@@accordiontube Thanks for confirming! I've seen this happen on other videos, and it looks like this can happen to any video when watching on mobile. I've found that it can be fixed by just reloading the video.
Thank you so much for guiding. Would you please guide further if a Single Member LLC is created by a non-US resident, and he is both the applicant and Beneficial Owner of the company. Question: Does he need to mention his own country residential address and also the virtual address of the business? OR only business address is enough to get the "Fincen Identifier Number" please guide. Thank you
The business will need to report its physical address. The individual Beneficial Owners will report their residential address Company Applicants (if required to be reported) will their business address or home address if they are not in the business of forming entities. Consult with your own advisor about your specific situation.
@@strohmeyerlawpllc Thank you so much Sir. I am Grateful for your kind gesture and help. Stay Blessed and happy. 🙏😊
I submitted the BOI a couple of weeks ago, but other than the transcript that I saved as pdf upon submission, I haven't received an email confirmation or any other status on the application. Seems strange that there wouldn't be such a tracking facility for folks to see whether any issues with the form and attachments.
I agree. I’ve submitted several reports and haven’t seen a confirmation email. I am saving the pdf transcript for future records.
What do you do when the LLC was formed in one state with EIN and the same LLC is registered as a foreign entity in another state? BOI form does not specify
There’s not a clear answer in any of the guidance, but you should not need to file a second time. The registration should be linked with the EIN even if registered in multiple states. In other words, registration in another state (but not the first registration in the USA) should not require another BOI Report. Make sure you’ve talked to your own advisor about your specific situation.
@strohmeyerlawpllc Thank You so much
if the estate receives a 1099-r (distribution code Q) for the distribution of all funds from a roth ira, and those funds are passed to the beneficiary, does the beneficiary need to claim that amount as income and is it claimed as other income on the K1 form?
Generally, if income is received by an estate, and then distributed to the beneficiary in the same year, then the beneficiary will be responsible for the income taxes. You’ll need to talk to your own advisor to get specific answers about your situation.
Thank you for the video. Very helpful. What is the best way to add multiple beneficial owners?
If you go to 8:55 in the video, you'll see a blue button marked "Add Beneficial Owner" on the right side of the screen. You'll use that to add Beneficial Owners to the report. Hope that helps!
Thank you for this video!! Do you know if I have two beneficial owners, 50% ownership each, and I choose to use the pdf...do I create a pdf for each owner? I didn't see a choice on the pdf for multiple beneficial owners.
@@rebeccamcnamara7472 On the same line of the PDF that says "Part III. Beneficial Owner Information" there is a blue plus sign to add more Beneficial Owners.