Affiliation and Passive Entity Eligibility
Online
Thursday, October 01, 2026
12:00 PM - 1:30 PM
iCalendar
Central Standard Time
LIVE Presentation Runs (90 minutes): 1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific
Fee (per person):
- Members: 1 person: $405 | 2-5 people: $295 each | 6-10 people: $200 each | 11-20 people: $150 each
- Non-Members: 1 person: $750 | 2-5 people: $495 each | 6-10 people: $350 each | 11-20 people: $275 each
- Government: Contact NAGGL >
- Need more than 20 connections? Contact NAGGL >
Although there was a significant shift in SBA’s determination of what is an affiliate, affiliation still matters for several reasons, including size, amount of available SBA guaranty authority and the possible impact of an affiliate on the applicant’s repayment ability. Additionally, lenders are seeing more applicants operating in non-traditional ways from home-based businesses, vacation rental entities, internet sales, shared spaces and more, making it difficult to determine eligibility. This session will discuss these important topics plus provide real life examples of applying affiliation rules and scenarios that distinguish an active eligible business from a passive business ineligible for 7(a) financing.