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PMA Structuring & Banking Solutions

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  1. PROGRAM ROAD MAP - includes Weekly Instructions, Assignments and Slidedecks
  2. Chapter 1: Introduction to Banking, Organization, Contracts and Laws
    12 Topics
  3. Chapter 2: Unincorporated Associations, PMA's, Tax Exemptions
    19 Topics
    1. Topic 13: What is a PMA?
    2. Topic 14: Knowing the Rights & Benefits of a PMA
    3. Topic 15: What's Next
    4. Topic 16: Styles of Business, Registering Vs. NOT Registering
    5. Topic 17: PMA's, Unincorporated or Incorporated?
    6. Topic 18: Is the PMA acting under its purpose?
    7. Topic 19: PMA as a Social Enterprise
    8. Topic 20: Administrative and Operational Structures can create benefits as a simple solution
    9. Topic 21: Potential Consequences: Registering Vs. NOT Registering
    10. Topic 22: What is the Solution?
    11. Topic 23: Security & the Estate
    12. Topic 24: Administrative Set up of a PMA
    13. Topic 25: Income Tax Exemptions
    14. Topic 26: Bank Account for Tax Exempt Entity
    15. Topic 27: The Operational Set ups of PMAs
    16. Topic 28: What does a Public Notice do?
    17. Topic 29: Securing the PERSON aka The Estate
    18. Topic 30: Review
    19. Topic 31: Visual Examples of the Registered Clients & Public Vs. Private
  4. Chapter 3: Getting your Tax Exempt Entities
    9 Topics
  5. Chapter 4: Reviewing Benefits of the Entities and a Guest Speaker on his Entities
    2 Topics
  6. Chapter 5: Live Life Claim and Shopping LIst
    2 Topics
  7. Chapter 6: Document Set Review and Trust conversations
    17 Topics
  8. Chapter 7: The Trust Indenture Articles
    17 Topics
  9. Chapter 8: Trust Documents
    11 Topics
  10. Chapter 9: UA Documents: Minutes of The Meeting & Guest Speakers
    17 Topics
  11. Chapter 10: UA Documents: Constitution & Bylaws
    12 Topics
  12. Chapter 11: UA Documents: Notices & Membership Waiver
    5 Topics
  13. Chapter 12: Benevolence in Business, Endorsements, Processor Server
    8 Topics
  14. Chapter 13: Financing Statements & Creating Your List for UCC and PPSR filing
    2 Topics
  15. Chapter 14: Chapter 14: Financing Statements Review, Business Operations, Process Server Preparation
    13 Topics
  16. Chapter 15: Dealing with Banks & Real World Experiences
    12 Topics
  17. Chapter 16: Course Review
    30 Topics
  1. PMA Structuring & Banking Solutions
  2. Chapter 2: Unincorporated Associations, PMA’s, Tax Exemptions
Lesson 3 of 17
In Progress

Chapter 2: Unincorporated Associations, PMA’s, Tax Exemptions

PMA Structuring Solutions

Chapter 2 Overview:

What are PMA’s and Unincorporated Associations? This chapter covers different styles of businesses, registering versus not registering businesses, how to set a PMA up and the rights and benefits of Unincorporated Associations and PMA’s including tax exemptions. 

  • Topic 13: What is a PMA? 
  • Topic 14: Knowing the Rights & Benefits of PMAs
  • Topic 15: What's Next?
  • Topic 16: Styles of Business, Registering vs. NOT Registering ?
  • Topic 17: PMA's: Unincorporated or Incorporated?
  • Topic 18: Is the PMA acting under it's purpose?
  • Topic 19: PMA as a Social Enterprise
  • Topic 20: Administrative and Operational Structures can create benefits as the simple solution
  • Topic 21: Styles of Businesses: Registering vs. Not Registering
  • Topic 22: What is the solution?
  • Topic 23: Security & the Estate
  • Topic 24: Administrative Set up of a PMA
  • Topic 25: Income Tax Exemptions
  • Topic 26:Bank Account for Tax-Exempt entity
  • Topic 27: The Operational Setups of PMAs
  • Topic 28:What does a public notice do?
  • Topic 29: Securing the PERSON aka the Estate
  • Topic  30: Review
  • Topic 31: Visual examples of the Registered Clients and Public vs. Private
Lesson Content
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