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Back to the Basics: Know Your Customer
Monday, May 19, 2025, 11:00 AM - 12:00 PM CDT
Category: Webinar
Back to the Basics: Know your Customer
Ashley Stefan, Esq. National Counsel, First American Exchange Company Knowing your customer means knowing not only who the exchanging taxpayer is, but understanding who is signing your Exchange Agreement and who you should (or can) be communicating with. We’ll go over some basic tips for understanding what documents and what red flags to look for when opening an exchange for a new customer.
Register Here
•Members: $19
Contact: [email protected] |
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