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WEBExpress: Understanding EPC/OC Loan Structure and Eligibility
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When: June 22, 2017
Noon-1:30 pm
Access instructions provided 24 hours prior to event
United States
Presenter: Rachel Zippwald (NAGGL)
Contact: NAGGL

Online registration is closed.
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June 22
WEBExpress: Understanding EPC/OC Loan Structure and Eligibility

Fee (per location connection): $325 Mbr; $499 Non-Mbr; $250 Govt
Registration Deadline: June 20
Instructor: Rachel Zippwald (NAGGL)

SBA prohibits 7(a) loan proceeds from financing assets that are held for their passive income—with one exception: the Eligible Passive Company (EPC) rule, which allows an individual or entity to own a fixed asset, such as real estate or equipment, and to lease it to one or more eligible small Operating Companies (OC).  But, “because the EPC rule is an exception, it is interpreted strictly,” and therefore, making a mistake in determining eligibility or processing the loan puts the SBA guaranty at risk. Join lending expert Rachel Zippwald (NAGGL) as she explains the intricacies of the rule and how to document your file to protect the guaranty.  

LIVE Presentation Runs From:
1:00-2:30 pm Eastern | Noon-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 am-11:30 pm Pacific

Instructions for login will be distributed approximately 24 hours in advance of the session!

*Any transmission or retransmission to additional sites/rooms by any means, including, but not limited to, the use of a telephone conference bridge (whether or not owned by the registrant), is strictly prohibited.

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