See the Video Recording here:
https://us02web.zoom.us/rec/share/DeqJNEFJPhni1h9OtNZsErugL9iImJJGo5TRTVOf5w99J-tI5WA50RuETlXPL-c1.rykww966cvLTm3DS?startTime=1711555456000   

Access the Live Transcript here:
https://otter.ai/u/dwQNo7B05Il5luWHfkCrou5158s?tab=summary   

Looking to invest in life insurance and leverage your Trust?   

Email us at [email protected] or use the link below to receive your free quote!
Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):   

Pay for your PTC: https://.abundancegroup.com/ptc
Create an account: https://belgrovemanagement.com
After creating an account, click the "messages" tab on the left side of the page and follow the instructions.
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
- Accounting calls and celebrations. (5:47)
- Taxes, investments, and trusts. (13:37)
- Trust accounting and backdating documents. (21:12)
- Trusts and LLCs for tax purposes. (31:30)
- Rental property accounting for fiduciaries. (38:22)
- Trust accounting and income allocation. (43:48)
- Tax implications of rental income in a trust. (50:58)
- Trust law and common law. (58:05)
- Uniform Laws and Their Applicability in Tax Cases. (1:05:04)
- Trust accounting principles and IRS regulations. (1:12:07)
- Trust taxes and mail service. (1:20:39)

See the Video Recording here:
https://us02web.zoom.us/rec/share/XRzqg6i-ABvX2HRHjB2SNvk4r-3CL-x0fzRunj-QtThpp6oaJRuDSYvWrN5zqvM.Cayje67AkrTQfZmk?startTime=1710950553000

Access the Live Transcript here:
https://otter.ai/u/lIT9n9-4dvEyZqVMovhc9-DppaI?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
- Personal trusts and financial planning. 15:01
- Audio recording issues and access restrictions. 23:04
- Updating trusts and completing forms. 28:04
- Trust amendments and settlor information. 32:38
- Trust creation and settlor role. 41:16
- Trusts and legal matters. 46:52
- Trustee and protector roles for a BTC. 54:51
- Trusts, beneficiaries, and legal documentation. 1:01:11
- Trusts, charities, and taxes. 1:09:28
- Setting up a Wyoming PTC and related party transactions. 1:14:49
- Trusts, asset protection, and succession planning. 1:23:18
- PTCs, trusts, and investment advisors. 1:27:51
- Trust documents and notarization. 1:35:34
- Trusts, legal documents, and real estate. 1:42:47
- Trusts, C Corps, and meeting minutes. 1:48:25
- Creating meeting minutes for various trusts. 1:54:29
- Trust formation and notarization. 2:01:14
- Trusts, beneficial interest, and recording documents. 2:08:24

See the Video Recording here:
https://us02web.zoom.us/rec/play/nis8jgSGe2gO7a7BzZfKJTC6HaE8xjhBDAKC-zUfJIRCoieQ8GW68sOYPaIbS3OSbTQhOAIVBUSWAKgc.U1CvDzO-5ud1goMv?autoplay=true&startTime=1710345511000
Access the Live Transcript here:
https://otter.ai/u/pz_NYdN-5fXvMbOivwkYXNNKF1w?tab=summary
Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-A gold fund's performance and upcoming payout. 10:10
-Buying and owning a Tesla, with a focus on the driving experience and legal considerations. 15:49
-Transferring assets to a trust for asset protection. 19:07
-Tax implications of selling personal assets to a trust. 27:03
-Trust management and investment approvals. 32:52
-Trusts, taxes, and investment strategies. 39:20
-Tax planning for personal residence sale. 46:11
-Property tax assessments in California. 53:33
-Handling a trust case with the assessor's office. 1:01:08
-Vehicle transfer documents and their requirements. 1:07:11
-Trusts, deductions, and taxes. 1:13:20
-Business trusts, tax laws, and real estate investing. 1:20:28
-Amending LLC operating agreements and client questionnaires. 1:27:10
-Client questionnaires and EINs. 1:33:43

See the Video Recording here:
https://us02web.zoom.us/rec/play/0czjLZGFl3BYE_7YnFulwAS-w7goIsuHT2wccJnCrxNRs27qXOftHzdDFGUmzaN00DXeaFfqLWLPl-g2.gVEX3NnzZ4g8dRyS?autoplay=true&startTime=1709917596000
Access the Live Transcript here:
https://otter.ai/u/SVHQL15buj-n2dM9E4y7V3yrbMM?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Accounting for trust startup costs and PTC expenses. 14:48
-Trust expenses and tax implications. 22:36
-LLC operating agreements and tax implications. 28:48
-LLC meeting minutes and member notifications. 34:59
-Event registration and reservations. 44:49
-Leadership, business, and personal growth. 50:57

See the Video Recording here:
https://us02web.zoom.us/rec/play/RHJ34CNLkgh0FbvPTWD3PtkaxhAQh4Ic7S482vzFzWLkjxUPVPnE5RiF0WRE7_xNCn3ft3IOxMEszmrO.X-5HJB0ictqkwL2_?autoplay=true&startTime=1709744418000
Access the Live Transcript here:
https://otter.ai/u/WMfbJD3lWZxT3wyhzA04VbEDfec?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Trusts, asset protection, and tax laws. 28:28
-Trusts, ACQ, and client portal updates. 44:29
-Taxes, trust documents, and podcast updates. 50:47
-LLC formation and taxes. 56:18
-Tax returns and trust formation for a personal trust. 1:03:54
-Trusts, taxes, and document issues. 1:13:32
-Tax filing requirements for trusts and PTCs. 1:21:05
-Tax accounting for trusts and startup costs. 1:27:54

See the Video Recording here:
https://us02web.zoom.us/rec/play/beaH_ak5UrQ286oBuZa-JzkLtAOu3NlARgWJftYWxnohXx-AMThzg34V3KhGY790_Tovbvnh5Xs8csx0.Aa3ULclAXyr7cOyu?autoplay=true&startTime=1709571891000
Access the Live Transcript here:
https://otter.ai/u/f2EdB0cCDKr8NSkuapRKZuXRjEY?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Corporate transparency and location preferences. 7:51
-Corporate transparency act's constitutionality and wasteful compliance. 11:03
-Corporate transparency and compliance. 16:48
-Tax implications of cryptocurrency investments. 23:01
-Trust management and tax status for a family trust. 28:16
-Managing trusts with multiple non-familial settlors. 35:54
-Private family trust companies and legal issues. 42:43
-Business trusts and asset protection. 46:57
-Investment trust requirements for accredited investors. 55:15
-Accredited investor qualifications and trust structures. 57:13
-Land trusts and division naming conventions. 1:09:26
-Recording deeds for property transfers. 1:15:29
-Transferring property from Land Trust to business trust. 1:18:04
-Trusts and estate planning strategies. 1:22:31
-Trustee roles and liability. 1:28:37
-Trusts, co-trustees, and title defects. 1:34:51
-Trusts and taxes for businesses. 1:43:08
-Narrow court ruling on financial reporting. 1:50:09

See the Video Recording here:
https://us02web.zoom.us/rec/play/LhO9GFG_C6E7vnPKxZQYoM0z1Np-2Kbt7dQkyRfXqd2iH_r4TaWIwAcUBAhK_j522sXWEd_9k0YnS0GG.Pspe17_MiVYYNEHF?autoplay=true&startTime=1709312618000
Access the Live Transcript here:
https://otter.ai/u/dKcSs-U0in3J2_hL29EbW1NMQsk?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Tax planning strategies and life insurance policies. 5:26
-Trusts, insurance, and taxes. 19:01
-Bookkeeping and accounting for trusts. 25:34
-Bookkeeping and accounting for business trusts. 31:52
-Bookkeeping for trusts and LLCs. 39:35
-Business management, taxes, and QuickBooks. 47:36
-Trust automation and client questionnaires. 55:37
-Legal matters and tax planning. 1:02:55

See the Video Recording here:
https://us02web.zoom.us/rec/play/DnZpHkz75qRBYA52WJEsd5AP7oDWQI1Y7i4fhCl5vvj4FdIyWAmsd2_TVWv_almFEzyL9PEwLu4eWOAm.EyyV2W9jGg_I12Dv?autoplay=true&startTime=1709140164000
Access the Live Transcript here:
https://otter.ai/u/T3NI7g73NSfnHjvLRsxobIAQa4o?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Trusts, taxes, and asset protection. 13:30
-Trusts, distributions, and taxes. 20:54
-Trusts, taxes, and property management. 28:09
-Trust protector appointment and power limitations. 35:24
-Trust protector powers and limitations. 46:20
-Trusts, taxes, and legal agreements. 49:12

See the Video Recording here:
https://us02web.zoom.us/rec/share/MJBrcAbhENd5DZw1qo68MJ-fy1QQCjsJz6hJNaTNEqy4vIW-TDdzCsAJ0wvSl7_B.DcIzdFPlCTwHMxJ9?startTime=1708707973000
Access the Live Transcript here:
https://otter.ai/u/c3rXgN0o_eZMi_0icCrZmr9-xqs?tab=summary

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
-Using transcription services for HOA meetings. 21:47
-Leadership changes and employee dynamics in a business. 29:04
-Taxes, trusts, and accounting for clients. 38:10
-Legal documents and trusts. 44:13
-Tax opinion letters and their validity. 48:56
-Tax pricing and accounting services. 58:39
-Tax preparation prices and negotiations. 1:01:43
-Tax planning and opinion letters. 1:08:12
-Legal strategies for asset protection. 1:15:26
-Client portal access and trust updates. 1:22:26
-Trust documents and appointment of successor trust protector. 1:28:40
-Trust updates and notarization. 1:33:49
-Conference planning and accommodations. 1:41:29

See the Video Recording here: https://us02web.zoom.us/rec/share/ahQdD3OIiha8ssow1_s5jcSDm9FdbwlwXGJ-AGT8aIT1KZfanzBk1Q-Jg7si5IDw.MYIZTjFmg5AI_NgC?startTime=1707930154000

Access the Live Transcript here:  https://otter.ai/u/CWHpbaJ0A2aVXbGVMIrgFMdb0AY?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email us at [email protected] or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: https://.abundancegroup.com/ptc
2. Create an account: https://belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
- Personal trusts and family relationships. 0:03
- Trust conveyance and corporate formalities. 5:41
- Trusts, vehicles, and liability. 12:15
- Trusts, assets, and liabilities. 19:40
- Trusts, beneficiaries, and asset protection. 27:12
- Trusts, beneficiaries, and tax implications. 33:27
- Trust language and brokerage account opening. 42:18
- Trust agreements and privacy. 48:37
- Legal opinions for a trust with a PTC. 56:23