One of the most interesting types of businesses is also the most complicated. Learn how to open, document, change signers, and handle the paperwork on these accounts. From single member to multiple member LLCs, we'll cover all the definitions, tax reporting, CIP and due diligence issues for opening a deposit account for a Limited Liability Company (LLC). You'll receive a state-specific chart and help with understanding the ins and outs of these deposit relationships.
What You Will Learn:
Who Should Attend?
New Account Representatives, Tellers, Branch Managers, training and all front line personnel.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.