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- Written by Jason
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BENEFICIAL OWNERSHIP REPORTING
RUSHVILLE STATE BANK is collaborating with Wolters Kluwer to offer you Beneficial Ownership reporting through BizFilings.
As of January 1, 2024, the Corporate Transparency Act (CTA) is in effect and most Small Businesses are required to file Beneficial Ownership Information (BOI) reports with the Financial Crimes Enforcement Network (FINCEN). BOI Reporting is part of the CTA passed by Congress in 2021 to crack down on money laundering, financing of terrorism, tax fraud, and other illegal acts. The BOI will contain personal identifying information about a company's beneficial owners that will be filed with FINCEN, a division of the U.S. Treasury Department.
Use BizFilings' Beneficial Ownership solution for fast and accurate BOI filings.
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| Easy to Use | Efficient Filing | Secure Process | Reduced Risk |
| Reduce confusion using our guided five-step filing process. | The fast and automated filing process saves hours on each filing. | Safeguard your sensitive personal information (PII) using our robust security protocols. | Remove the threat of harsh civil and criminal penalties for non-compliance. |
BENEFICIAL OWNERSHIP REPORTING RESOURCES
| What information is required? | Who is exempt from filing? | How is my information kept secure? | Top 5 Things Small Businesses Need to Know about the CTA |
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| DOWNLOAD THE CHECKLIST | DOWNLOAD THE EXEMPTION LIST | DOWNLOAD THE REPORT | WATCH THE VIDEO |
BENEFICIAL OWNERSHIP REPORTING
| Use BizFilings to help determine your filing status. Walk through a series of questions designed to help businesses like yours understand their potential reporting status. Use the quiz to better understand your reporting status today. |  |
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Once you have determined your need to file, click the link to get started with BizFilings. Use Code CTPROMO12 to receive a 20% discount through 12/31/2024. |
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BizFilings offers live support during business hours, allowing small businesses to connect with BOI experts to help guide them through the filing process. Outside of business hours, there are callback and voicemail options available.
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- Written by Dan Novalis
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RSB Wealth Management
RSB Wealth Management provides personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) rollovers, to education funding, to life insurance and long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments. We act as fiduciaries in the advice we give to our clients, meaning we put their best interest before our own.
We offer a free initial consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Contact us today to schedule your free consultation at 800-732-8601 or This email address is being protected from spambots. You need JavaScript enabled to view it.. (Do not send confidential or personal financial information through this email)
We can help our clients with:
- 401(k) Rollovers
- Traditional and Roth IRAs
- Educational Savings Accounts
- Employer-Sponsored Retirement Plans
- Stocks, Bonds, Mutual Funds, Annuities
- Long-Term Care and Life Insurance
- Investment Advisory Services
- Charitable Giving Services
- So much more!
We offer a wide range of products, including:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Meet our Advisor
Nathan White, AIF®, CPFA is the Financial Consultant at RSB Wealth Management. He puts his more than 20 years of experience to work in servicing our clients and leading the Wealth Management division.
Nathan comes to us from our broker/dealer Midwestern Securities Trading Company, LLC, where he is the Chief Financial Officer and part owner. He holds multiple professional licenses and several fiduciary designations. He has been helping clients outline their financial goals and develop plans to work toward those goals for more than two decades. He is dedicated to providing personalized financial advice tailored to each client’s unique situation.
He can be reached by phone at 800-732-8601 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.. You can also meet with Nathan by appointment at our offices. He looks forward to getting to know you and your financial goals.
Disclosures
RSB Wealth Management is a division of Rushville State Bank (RSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and RSB are not affiliated. Information provided by Registered Representatives of MSTC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.
Check the background of this financial professional on FINRA's BrokerCheck.