Business Accounts: Beyond the Basics

During this program we will go beyond just account set up to the life cycle of a business from birth to death.  What happens as businesses change tax structures, dissolve, and change signers?  You need to know how to help your member in an ever-evolving landscape so that you can comply and manage the risk of the business evolution.

Covered Topics:

  • The Big Four—Sole Proprietors, Corporations, Partnerships and LLCs
  • How to set up and style each type of business ownership
  • How to change tax structures for businesses
  • How to change signers
  • How to update beneficial ownership
  • What happens at death
  • What happens when businesses are sold or dissolve
  • Intermediary accounts, Agents and Escrow
  • Government entities
  • Disclosures

Who Should Attend?

Tellers, Deposit Operations, Compliance Officer, Branch Operations will all benefit from attending this webinar.