Event Calendar

Thursday, May 23, 2024

webinar - Opening Business Accounts: Entities, Setup, Authority & More

Start Date: 5/23/2024 9:00 AM MDT
End Date: 5/23/2024 10:30 AM MDT

United States 

Offering business accounts is a great way to grow assets and serve the community. Although they are a little more cumbersome to open than consumer accounts, it’s usually well worth the effort.
This webinar will systematically go through establishing accounts for sole proprietorships, partnerships, limited liability companies, corporations, and associations. It will include the documentation associated with each type of entity, the beneficial ownership and due diligence requirements, and IRS taxpayer identification number particulars.
From there it will cover changes to authorized signers, changes in the form of a business (e.g., sole proprietorship to partnership), and related regulatory items. Whether you’re new to business accounts or have handled them before, this webinar will have something for everyone.


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