See the Video Recording here: https://us02web.zoom.us/rec/play/gQUYrq2CsF0S5JiXTV3pTEYAB2-YO2It0I0TZg3ZBDG3pWDNJiszIWleMC0E3nUDMV5u8AicYvg1JAvN.-xMsnUGE7QztVuKM?autoplay=true&startTime=1670000481000

Access the Live Transcript here: https://otter.ai/u/XxoUgeLelB5HeAFfEqp0MZqHq0s?utm_source=va_chat_link_1

AGT Vendors: https://www.abundancegroup.com/vendors

Opinion Letter Resources:
*Anita Steburg
-Website: https://www.steburglawfirm.com/
[email protected]
-(408) 209-2073
*Agnes Mombrun Geter
-https://www.mombrunlaw.com/attorney-profile
[email protected]
-(321) 216-2040

Blended AFR Table: https://resources.evans-legal.com/?p=516

Case Study: https://www.abundancegroup.com/moneyflow

2022 Charitable Tax Deductions Guide: https://www.daffy.org/resources/charitable-tax-deductions-guide-2022

Outline:
Why file itemized deductions?
-7:01
How to get an opinion letter from a tax attorney to review your specific structure.
-12:56
-Does it work the same way with trusts?
19:45
When under 100% owned by a personal trust, only two things are key in the operating agreement.
-25:27
What’s going on with the 90% limited partner in an LLC?
-30:55
What’s the difference between a sub-trust and a primary trust?
-38:36
What kind of trust is a living trust?
-42:08
What happens if you pull the money out of the trust?
-49:57
How do you handle the bookkeeping of the personal account expenses on the properties on the trust?
-57:09
What is a demand note? 
-1:04:03

See the Video Recording here: https://us02web.zoom.us/rec/play/Ca2o45iIVkm6KPSINUj2p2GDbUS5vXCsDCjoy1z25yXgPUcFVX23QNJ-hNd8PYuueBxLe-wyN_pCZ5ox.YJ6_7RjSsUG1eEwq?autoplay=true&startTime=1669827822000

Access the Live Transcript here: https://otter.ai/u/Yerg2rAfEoiyZCbcfWaBlOFppMg

Outline:
How to get access to the trust watch program for the entirety of 2019?
-5:08
Could you play musical chairs with the property?
-13:01
Is it true that to assign notes to the trust all I have to do is fill out the provided form and have it witnessed do I need to?
-19:52
What is the tax rate for a non-grantor trust?
-24:13
How to form a non-profit foundation.
-30:38
Selling assets as an in-kind distribution.
-36:53
How long does it take to convert a trust into an LLC?
-41:33
What is a joint venture? What is a real estate transaction?
-49:49
What are the options to terminate a trust?
-55:49
How do you know if you have enough money to buy an asset for your trust?
-1:04:52
The difference between a limited partner and an owner.
-1:09:20
What is the difference between the business trust body and divisions?
-1:14:56
Why not join an LLC?
-1:20:57
The Q&A calls and the training podcast.
-1:29:06

See the Video Recording here: https://zoom.us/rec/play/YMGQQ_VFc0w0OIk47F9OmYuihid9ikiNVdKt-htzzLgfoeLNKTvrXOtqpZWRRlyZ1WSbMtZ0RFdLhcTs.alFVB8vCz4pDv-_0?autoplay=true&startTime=1668791201000

Access the Transcript here: https://otter.ai/u/_Sk_lle5XRHQrJL2fKpYHPb2kRk

Conveyances: http://www.abundancegroup.com/conveyances

Notary Essentials: The Difference Between Acknowledgments and Jurats: https://www.nationalnotary.org/notary-bulletin/blog/2015/04/key-differences-acknowledgment-jurat-certificates

Gold Fund Investment with Crosspoint One Capital: https://crosspointone.com

Outline:
Words of wisdom from John and Pat.
-6:05
What is the final word on what type of family member can step in as a trustee for musical chairs purposes?
-16:28
Transaction to evade taxes is legal evasion.
-27:23
What’s your primary residence?
-35:44
What was the most productive part of the symposium?
-47:20
The importance of having a referral partner.
-56:12
How to use a debit card to get money out of your account
-1:14:32
How do you get into the conference room?
-1:29:18

See the Video Recording here: https://us02web.zoom.us/rec/play/AO9x0olJjvgWzLoExWhrfgGPGf1PHDec4rPLnOdpHWdq_67bXrxPNmKIKfdc9gkRyoEFCgERMXz0B_UC.pRG2oazx3wl3m_1n?autoplay=true&startTime=1668618339000

Access the Transcript here: https://otter.ai/u/QevyrfI7iPXbVccQ1LNdDz8uuw8

Administrative Address Change: https://docs.google.com/document/d/1LTNYHF2a9D9rzXYH2QHjRB7riRdfb4cbKYFxy1zEXjI/edit

Can Bitcoin Be a Prudent Investment for Trusts?: https://www.kiplinger.com/investing/603257/can-bitcoin-be-a-prudent-investment-for-trusts

All Podcasts are Now Up and Running! Links Below:
Foundation Training: http://www.abundancegroup.com/foundationpodcast
Business Trust Training: http://www.abundancegroup.com/biztrainingpodcast
Personal Trust Training: http://www.abundancegroup.com/trainingpodcast
Trust Advisor Training: http://www.abundancegroup.com/advisorpodcast
Business Trust Q&A: http://www.abundancegroup.com/bizpodcast2022
Personal Trust Q&A: http://www.abundancegroup.com/weeklypodcast2022

Outline:
Diana’s Major Celebration.
0:00
How to get credit in the name of your trust.
4:03
Do you have any other newcomers on today’s call?
11:42
Do you have a bill of sale for the properties in your personal trust?
17:50
How to get to the new podcast platform.
22:10
Is it best to have my four-unit rental property conveyed into a separate division of my business trust for asset protection purposes?
29:06
Legal risk is high, so take pause.
35:53
Selling your online information business to mitigate capital gains.
39:24
A client received a large chunk of money from a business endeavor but does not have an operating agreement for the LLC. Should he use the operating
54:14
What’s the difference between a member and a limited partner?
1:03:12
How to use the trust more effectively to protect from taxes.
1:07:41
How do you transfer income from a business to a trust?
1:14:35
What can I have my personal trust paid if I’m blind?
1:21:41
Fiduciary responsibility in a complex trust.
1:28:57
Investing trust assets in cryptocurrency is not strictly prohibited by state law.
1:33:14

See the Video Recording here: https://zoom.us/rec/play/ek9lUcXkFiFl5mnnwjdW6AJSjT3SR4r0vEEFigDEBA7jAFnzmMyOfPi9oh57Dk2GRhr6IBmeaBk2eLwE.sNTaNt1lpkC-rCpX?autoplay=true&startTime=1668013475000

Access the Transcript here: https://otter.ai/u/MLyruVnsnq59KQE62p5Fo8ZK1As

Wyoming LLC Instructions: https://sos.wyo.gov/Forms/Business/FLLC/FLLC-ArticlesContinuance.pdf

Nationwide Registered Agent, Corporate Compliance, and Entity Formation Services: https://www.incorp.com/
-Contact Davy DeLuge or Nicole
-(800) 246-2677
-Use coupon code Mack4349 at checkout. This way they only charge you the state filing fee and the registered agent fee. Remember to only do one (1) year for the Registered Agent.

When to Play Musical Chairs: http://www.abundancegroup.com/decisiontree

All Podcasts are Now Up and Running! Links Below:
Foundation Training: http://www.abundancegroup.com/foundationpodcast
Business Trust Training: http://www.abundancegroup.com/biztrainingpodcast
Personal Trust Training: http://www.abundancegroup.com/trainingpodcast
Trust Advisor Training: http://www.abundancegroup.com/advisorpodcast
Business Trust Q&A: http://www.abundancegroup.com/bizpodcast2022
Personal Trust Q&A: http://www.abundancegroup.com/weeklypodcast2022

Outline:
-Do I need a new bank account when I create a Wyoming continuation LLC? Or can I use my existing account for my current California LLC?
5:35

-How to avoid more drawers on your equity line of credit on your home.
13:33

-How do you transfer into a business trust? -.
20:19

-Why are you keeping your living trusts?
27:32

-How much work does a trust need to do?
33:48

-What is the amount of gain required to be recognized by the state?
46:02

-Can you transfer assets from one trust to another?
59:13

-Can a living trust transfer properties back to the individual?
1:06:22

-Selling assets to a business trust vs. a personal trust.
1:13:06

See the Video Recording here: https://us02web.zoom.us/rec/play/aikepuoIVjJirtueE3RhgZEP8aw8wycRojpteuBioJtIKwO6Uw5hEfosnTyJggmTylVTFyY1x2SSMRZZ.PBn8rpzqLVV4Sazy?autoplay=true&startTime=1667577702000

Access the Transcript here: https://otter.ai/u/GZdFAl-ilvbPNJaqFEnZ1akMTos

Wyoming LLC Instructions: https://sos.wyo.gov/Forms/Business/FLLC/FLLC-ArticlesContinuance.pdf

All Podcasts are Now Up and Running! Links Below:
Foundation Training: http://www.abundancegroup.com/foundationpodcast
Business Trust Training: http://www.abundancegroup.com/biztrainingpodcast
Personal Trust Training: http://www.abundancegroup.com/trainingpodcast
Trust Advisor Training: http://www.abundancegroup.com/advisorpodcast
Business Trust Q&A: http://www.abundancegroup.com/bizpodcast2022
Personal Trust Q&A: http://www.abundancegroup.com/weeklypodcast2022

Outline:
How long does it take to create an LLC in Wyoming?
8:15
What kind of event would justify the reversal of initial musical chairs?
22:49
How to use a business trust for estate planning purposes.
28:52
How did the Millionaire Jumpstart event go?
36:08
How to file a change in trustee form in the appropriate state.
43:48
What if we hired an incompetent CPA that failed to prepare our taxes on time?
51:40
What is a P 10 and how does it work?
59:18
What state is the LLC formed in? What is the state of the LLC?
1:05:06
Does it make sense to start a trust with a different trust protector and trustee?
1:10:15

See the Video Recording here: https://us02web.zoom.us/rec/play/QeHZ3YJfR_jeFVef5S_3TZ0sR_QjJ3C8r9Fi66HQb-_ztJgZNGmNQ_eeWqV1DprfxHdt5y7aAZJS2Fn-.vdm-e-bBUrcNNcGO?autoplay=true&startTime=1667405083000

Access the Transcript here: https://otter.ai/u/H6uP140Mq48Ml7BqiHNhLZyhb_M

Looking to Invest in Life Insurance? Get a Quote! http://www.abundancegroup.com/insurance

All Podcasts are Now Up and Running! Links Below:
Foundation Training: http://www.abundancegroup.com/foundationpodcast
Business Trust Training: http://www.abundancegroup.com/biztrainingpodcast
Personal Trust Training: http://www.abundancegroup.com/trainingpodcast
Trust Advisor Training: http://www.abundancegroup.com/advisorpodcast
Business Trust Q&A: http://www.abundancegroup.com/bizpodcast2022
Personal Trust Q&A: http://www.abundancegroup.com/weeklypodcast2022

New Techfin LLC Contact:
Shannon - [email protected]

Conveyances: http://www.abundancegroup.com/conveyances

Weiss's Concise Handbook: http://www.abundancegroup.com/concisehandbook

Florida Access to Financial Records: http://flrules.elaws.us/fac/12d-1.005

Outline:
-What is the procedure for obtaining a demand note in either case?
6:23
-What’s the nature of the liability?
13:14
-Is there any benefit to the trust for holding the asset?
18:14
-Who owns the debt that needs to get paid? Is it a trust transaction?
27:41
-What is the best way to find guidance for non-client trustees?
36:40
-What is a 265 account and what is it’s purpose?
43:03
-What is a subpoena and how does it work?
52:25
-Are you going to respond to this letter?
1:00:44
-What’s the difference between a brokerage account and a trust account?
1:07:06
-Where can I find the podcast?
1:12:56
-Is the business 100% owned by the trust as the sole member?
1:18:20
-Who should be the sole member of a LLC in Wyoming?
1:20:44
-How to calculate the cost basis for a limited partnership.
1:30:36
-Who is the sole member of the trust?
1:35:40
-How much of the money should be transferred to the business trust and how much to the personal trust?
1:44:27

See the Live Recording here: https://us02web.zoom.us/rec/play/jysc0R8nv2A9_3anHIR4k2piNZvvKfEhT8c42UnP4uomg6EQAPcQLLQNcTbFebGkBbaBKSzAN-xipfNG.ytNeU8uUTpQRf7_d?autoplay=true&startTime=1666800896000

Access the Transcript here: https://otter.ai/u/ZA5xCL0uQWKklGxyeng9umuSnZo

Outline:
-Dan’s celebration. (0:00)
-Why you need an IP personal trust, not a regular personal trust. (1:43)
-How do you get in contact with your trust advisor? (6:01)
-Popeye eats out on the trust every day -. (12:17)
-Dr. Burn’s call from Robert. (16:43)
-The importance of having a copy of the original grant deed. (22:39)
-How do you know if your assessor is familiar with your properties? (29:44)
-What you need to do to set up a trust. (34:44)
-What’s the difference between a residential loan and a business loan? (40:35)
-Dan’s advice for those who have been on these calls. (46:14)
-There’s two types of people in this community: the ones that are actively learning and growing this trust with Gina, and the ones who (51:17)
-Can you do that outside of Pennsylvania or only in Pennsylvania? (57:03)
-How to use sub-trusts for the grandkids. (1:01:28)
-How do you determine the amount of your personal use of property or vehicle? (1:07:25)
-Can I open up a division in the business and make it the sole member of my Wyoming LLC? (1:11:11)

See the Video Recording here: https://us02web.zoom.us/rec/play/ka-84xKfbqwOIZO_F5nRmEcAr0v69OCRAfQ0dwl20u7A6wUi8pUXyLJqYTeRBt3uOv8eY6BxkfQ8LZk.5OZnISkKTw37AZ9_?autoplay=true&startTime=1666368160000

Access the Transcript here: https://otter.ai/u/McVGVCcjAGU4lFZsDDmCnEl_Adc

Crosspoint One Capital Investor Presentation: https://cpone.io/cptf.pdf
If you're interested in investing, contact David Phillips: [email protected]

Outline:
-How far can a trust go without a subpoena?
6:55
-The difference between a living trust and a grantor trust.
12:29
-Step #1 - Open a new LLC with two members.
18:57
-Why you don’t get any credit when you have 90% of the interest to trust -.
27:18
-How does the IRS treat the change in ownership and do they treat it as liquidating all of the assets of the original LLC?
-33:27
-Can you get paid a salary from your LLC?
35:41
-What’s a K-1? -.
40:20
-What’s the blended rate?
46:10
-What happens on January 1, 2022.
51:27
-What is the blended rate for 2023?
55:59

See the Live Recording here: https://us02web.zoom.us/rec/play/d8UD8M1Cvp27vZu8juuKiavffEINPyxo48Uu-WlxP8LXMJ4A-NSk10APPbXwAsB0-KTjS0kfPAIcT0Rf.7ZQ1Dro9JNnIdGWj?autoplay=true&startTime=1666195773000

Access the Transcript here: https://otter.ai/u/4ISAMjdTMhgOg-Psgp_jqmApB4k

Invest in Your Future with Life Insurance: https://abundancegroup.com/insurance

Temporary Enhanced Business Meal Deductions (Per the IRS): https://www.irs.gov/newsroom/heres-what-businesses-need-to-know-about-the-enhanced-business-meal-deduction

Outline:
-The Platinum Call for Wednesday October 19, 2020.
0:02
-How an IUL can be used as a backup continuation strategy.
8:25
-How much should I pay for my life insurance to my personal trust?
14:07
-What is the cost-basis of a life insurance policy?
21:06
-What was the straw that broke the camel’s back for you?
28:29
-Can a trust pay taxes on a personal tax return?
32:00
-What’s under maintenance and support?
37:30
-What is an ascertainable standard and why is it important?
42:07
-Can a Costco membership be paid for by the trust?
50:25
-What is the standard to be a part of everything for the year?
56:46
-The easiest kinds of accounts to get.
1:00:57
-What is an iou note? -.
1:05:58
-How do you edit an irrevocable trust?
1:13:40