Business Accounts—Beyond the BasicsWith Deborah Crawford
- 1 Video
- 1 Multimedia
- 1 PDF
- 5 Downloads
- 2.0 hrs
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 customer in an ever-evolving landscape so that you can comply and manage the risk of the business evolution.
-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
-The Big Four—Sole Proprietors, Corporations, Partnerships and LLCs
-Intermediary accounts, Agents and Escrow
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.