Special-Bulletins

LAST UPDATED 3/10/2025

Special Announce-ments

Special Announcements

To assist new and returning clients in gathering information, please use the following worksheets:

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In 2024, the Corporate Transparency Act (CTA) introduced a new reporting requirement for most businesses, to be administered by FinCEN. The FinCEN Beneficial Ownership Information Report (BOI report or BOIR) is a required filing for all affected businesses.

The requirement was originally due by 12/31/2024, however it is has been challenged in court and as of 3/3/2025 has been officially suspended for most businesses.

Click here to read more about this new requirement, including how to file and other important considerations.

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Grandjean, Wagner, Beiter & Company is dedicated to supporting clients during all stages of their individual business and personal financial journey, no matter how big or small.

Tel: (315) 432-9865

Fax: (315) 432-9866

6690 Hammersmith Drive

East Syracuse, NY 13057

*Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA / SIPC. Grandjean, Wagner, Beiter & Company and the above firms are independent and non-affiliated. This site has been prepared solely for informational purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Tax, accounting, legal, or Social Security claiming advice is not offered through, nor supervised by, Lincoln Investment or Capital Analysts. Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Nicholas Beiter, Brett Grandjean, and Reginald Grandjean are Registered Representatives of Lincoln Investment. View Lincoln Investment and Capital Analysts Form CRS.

LAST UPDATED 3/10/2025

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