Sep 27, 2017
Sabrina Slater has a background in compliance and recurring services which helped her develop the perfect skillset needed for managing ILSA’s Annuals and Corporate services. Tameika Johnson is the company’s Annuals and Corporate Supervisor and helps clients with corporate tax filings and annual returns.
In this episode, Sabrina and Tameika share the importance of updating company information and the possible legal problems a company can encounter if incorrect information is provided. They also briefly explain the difference between a shareholder and a stock.
“If we don't have the correct information up front, it's just a whirlwind effect.” – Sabrina Slater
Today on Spot On Insurance:
- Why it's important to update corporate structure, officer, and shared information.
- The main types of organizational structure and how they differ from the federal filing structure.
- How can organizational structure affect your filing?
- Difference between a calendar and fiscal year.
- The different types of titles and the differences between them.
- What are shares and what information do you need from a client about their shares?
- Why is it important to know client share information?
Key Takeaway:
- It’s important to let your corporates and annuals team know your updated client information to prevent penalties.
Connect with Sabrina
- Email: sslater@ilsainc.com
- Phone: 254-729-6109
Connect with Tameika
- Email: tjohnsonn@ilsainc.com
- Phone: 254-729-6119
This episode was brought to you by…
Spot On Insurance is brought to you by Insurance Licensing Services of America (ILSA), America’s Premier Insurance Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.
Connect, Learn, Share
Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on iTunes and share your favorite episodes with friends and colleagues!