Start Date: 1/7/2026 9:30 AM MST
End Date: 1/7/2026 10:30 AM MST
Location:
United States
Get a clear, practical refresher on every aspect of legal account ownership—from compliance and IRS reporting to titling and signature cards. Learn how to properly document ownership, manage signatories, and meet disclosure and reporting requirements with confidence.
If you’ve recently changed systems or signature card vendors, or just need a thorough update, this program is for you. We’ll take a comprehensive look at 20 account ownership types and guide you step-by-step through compliant account opening procedures, documentation, and checklists.
