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Opening LLC Accounts

During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).

OnDemand
Recorded Tuesday,
July 27th, 2021
Presented by Deborah Crawford
2h total length
2.5 CEU Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Deposit Accounts
  • Bank Secrecy Act Officer/BSA Specialist
  • Branch Manager
  • Commercial Lender
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Loan Closer
  • New Accounts Representative
  • Private Banker
  • Senior Management
  • Trainer

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During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).

Learn how to document and set up resolutions for complicated multi-tiered LLCs. You will study Series LLCs, Reverse 1031 Exchange accounts use of LLCs, and review the life cycle of the LLC. This detailed webinar will help you make the best account opening and paperwork decisions for the LLC.

What You'll Learn

  • What is an LLC
  • Understanding the different tax options of an LLC
  • Members, Managers and signers
  • Breaking down the operating agreements
  • State specific documentation
  • Adding members, managers and signers
  • Taking off members, managers and signers
  • Dissolving the LLC
  • Selling the LLC
  • Trust as a member of an LLC
  • Reverse 1031 Exchange and use of LLC
  • Single Member LLC –disregarding an entity
  • Multi-member LLC with entities as members
  • Low profit or L3Cs
  • Series LLCs

Who Should Attend

Deposit Compliance, Deposit Operations, BSA, Branch Managers, Loan Officers, Senior Management, Customer Service Representatives, Personal bankers, Training and anyone who opens accounts.

Deborah Crawford

Instructor Bio

Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

Continuing Education Credit Information

Recommended for 2.5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.

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