Opening LLC Accounts Webinar

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.

The “Opening LLC Accounts” webinar has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Users must connect to the webinar individually and enter their name and email for reporting purposes. Accreditation is valid for one year from the date of the event. To receive a certificate, email bankwebinars@oncourselearning.com.

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.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

Deborah Crawford
Deborah Crawford

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit R... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Opening LLC Accounts0.25 Any AnyWebinarSix Month On-Demand Recording Deborah Crawford$295.00 Register Now
Opening LLC Accounts0.25 Any AnyWebinarCD-ROM Video Recording Deborah Crawford$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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