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Latest / The Millionaire Dentist™

BOI Breakdown: What the New Reporting Rules Mean for Your Practice

In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial Ownership Information reporting. Don’t let the name scare you — Jarrod and Steve make this complex topic surprisingly entertaining as they break down what BOI is, who has to file, and why it matters. From karaoke performances at the office party to real-world examples of how these new rules can affect practice owners, this episode blends clarity, humor, and practical insight. Whether you’re a 100% owner or share ownership across partners (or…

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