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.
- 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
Who Should Attend?Tellers, Deposit Operations, Compliance Officer, Branch Operations will all benefit from attending this webinar.
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