Webinar | April 10th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199

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-tiered 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.

 Highlights include:

• 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.

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this 90-minute webinar is $199 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (888) 773-4839.