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Course description

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.


Program Highlights:

-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

-Government entities

-Disclosures

Instructor(s)

Deborah Crawford

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.

Course curriculum

  • 1

    Webinar

    • Business Accounts—Beyond the Basics

  • 2

    Materials

    • Slides

    • Materials

    • Understanding your EIN

    • 50 State Documentation

    • Attendance Sheet

    • Questions and Answers