Thursday, August 18, 2022
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2022 Opening Business Accounts, OKC

March 29 @ 5:00 pm - 8:00 pm CDT

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covered topics
• Business Account Documentation – Internal Forms and Secretary of State
• Understanding the Importance of Resolutions
• How Business Are Taxed and Why We Care
• Which business types are required to obtain an EIN and which may use an SSN
• What is the risk of running consumer reporting, like ChexSystems, on a non-owner of a business account?
• Sole Proprietorships
• General (GP), Limited (LTD) | Limited Liability Partnerships (LLP)
• Limited Liability Limited Partnerships (LLLP)
• Limited Liability Company and Series LLC (LLC/SLLC)
• LLC – Determining Tax Classification
• Profit and Non-Profit Corporations|Professional Corporations
• Nonprofit Associations and Charitable Organizations
• Escrow / Agency / Intermediary
• Interest On Lawyer Accounts (IOLTA)
• Removing an Owner or Non-Owner as a Signer
• Access at the Death of a Business Account Signer/Owner
• FinCEN – Beneficial Owner Requirements
• Documenting Complex Business Structures

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