BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 13.3//EN BEGIN:VTIMEZONE TZID:Central Standard Time BEGIN:STANDARD DTSTART:20231102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Central Standard Time TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20230301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Central Daylight Time TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:Minor accounts can lead to major questions. This jam-packed web inar will provide the guidance and checklists you need to address CIP and regulatory compliance for joint accounts\, UTMAs\, POD accounts\, trusts\, education savings accounts\, and more.\nLearning Objectives\n\n Explai n the legal options for minor accounts\n Complete checklists on all own ership types\n Know how to ID a minor\n Understand the issues on joi nt accounts with minors\n Grasp the tax reporting issues on minor accou nts\n\nDo you know all the options for opening minor accounts? This webina r will cover them all and develop checklists for UTMA\, joint\, and POD ac counts\, plus some of the specialty accounts like Child Actor Trusts\, Far m Service Bureau accounts\, and the Coverdell Education Savings accounts. Don&rsquo\;t miss this comprehensive approach to CIP requirements\, tax re porting\, and other regulatory issues on minor accounts. DTEND:20220406T203000Z DTSTAMP:20240328T083659Z DTSTART:20220406T190000Z LOCATION: SEQUENCE:0 SUMMARY:Minor Accounts: Ownership\, CIP\, Access\, Changes & Transactions UID:RFCALITEM638471938195997524 X-ALT-DESC;FMTTYPE=text/html:
Minor accounts can lead to major questions. This jam-packed webinar will provide the guidance and checklists you need to address CIP and regulatory compliance for joint accounts\, UTMAs\, POD accounts\, trusts\, education savings accounts\, and more.
\nLearni ng Objectives
\nDo you know all the options for opening minor account s? This webinar will cover them all and develop checklists for UTMA\, join t\, and POD accounts\, plus some of the specialty accounts like Child Acto r Trusts\, Farm Service Bureau accounts\, and the Coverdell Education Savi ngs accounts. Don&rsquo\;t miss this comprehensive approach to CIP require ments\, tax reporting\, and other regulatory issues on minor accounts.
END:VEVENT END:VCALENDAR