Business Accounts—Beyond the Basics


Presented by: Deborah Crawford
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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
About the Speaker: 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.

This program was recorded in its entirety in April 2019. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

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  • Model: cd_business0719
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Friday 07 June, 2019.

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