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Opening LLC Accounts Webinar

July 27, 2021 1:30 pm - 3:30 pm
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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-tierred 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 Will 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.

Instructions

Live Plus Five – $265

Register for the live event and get five days access to the OnDemand Playback. You’ll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only – $295
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts – $345

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six – $365
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package – $395
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.