2018 New Accts Summertime Series: Business Accounts Web Rec

Member Fee:  $165
Non-Member Fee:  $265

Speaker: Debbie Crawford, gettechnical, Inc.

During this program, you will learn how to set up signature cards, resolutions and document authority for the four types of common business accounts. This program is designed to develop your expertise in business ownership and authority. We will examine what happens at start-up, dissolution, change in ownership and death on each type of account. Topics include: Customer identification program rules for business accounts; Federal disclosures on business accounts; Sole proprietorship signature cards and resolutions; Three partnerships signature cards and resolutions; Limited Liability Companies—single member and multiple member signature cards and resolutions; Corporations signature cards and resolutions; Partnership agreements; operating agreements and minutes do’s and don’ts; Changing signers rules to follow; What happens when the business owner dies; What happens when the business is sold; What happens when the business changes types; Disregarding an entity for tax purposes; TIN issues.
When
8/17/2018 - 8/16/2019
 

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