See the Video Recording here: https://us02web.zoom.us/rec/play/aWi2KkGHu9Tk1gaMlDFotSRb8iDonyYQVx8qKh8Th_-3CR0A8teKwuhULFZSdhY0keSDXZdtcC4kFh_B.ax9mP8FzqNBKIj43?autoplay=true&startTime=1665763415000

Access the Transcript here: https://otter.ai/u/6pWo9PaOpJ4OaX-qRWZJ4e2wc_M

Brochure and Contact Information for David Phillips at TechFin: https://www.techfinllc.com/brochure.pdf

Millionaire Jumpstart: https://millionairejumpstart.com/

Contact Information for Virtual Notary, Juli Barish: http://www.abundancegroup.com/vendors

Conveyances and Other Important Trust Documents: http://www.abundacegroup.com/conveyances

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

Charitable Contributions Deductions: https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contribution-deductions

Forty-Eighth Annual Notre Dame Tax & Estate Planning Institute: https://web.cvent.com/event/f36f7301-8c98-4bf4-b423-9cbe8256cda6/websitePage:5b083533-2309-448f-b3f2-802058bcb493

Outline:
-If you have a zero return on your trust 1041, it can have a ripple effect.
3:38
-How to make sure your trust documents are legible.
11:37
-Cynthia’s answer to your question about how to get into the Street Smart system.
16:53
-Will your trust owe any taxes?
21:49
-Notarization of trust certifications.
27:52
-You can change your trust documents at any time -.
36:25
-What you can learn from this course -.
42:44
-How do I get the statute that tells me when I have to make a contribution to my foundation?
57:37
-Is the deed valid at the time of execution? Is it a deed?
1:03:20
-What happens if you don’t have a buyer? -.
1:09:12
-What if my husband and I would like to help people get into homes, but we only have a beneficiary trust? Does that matter?
1:20:00
-How much of your adjusted gross income can be donated to the foundation?
1:23:29
-What you can do to get the 5% expenditure.
1:29:20
-How to use a trust as a business opportunity -.
1:35:48
-What is a company power? How does it show up in the accounting chart?
1:42:17
-How long does it take to sell a business trust?
1:50:08

See the Video Recording here: https://us02web.zoom.us/rec/play/CSi0lJLkSc2G54YMPIWW0c5sRxyA1jBH0Jkoc2Otew3Q0szfNoitVoFfZ98ZpfEMldbyarMlSEN4VJ6G.AxLaebXxxIRXaZJ4?autoplay=true&startTime=1665590777000

Access the Transcript here: https://otter.ai/u/oVIgtTQ-zJMccc7ymC0dU3jz3H4

Friends & Family Trust Presentation: http://www.abundancegroup.com/ff

Enroll to Become a Referral Partner: http://www.abundancegroup.com/refer
After enrolling, email Jack at [email protected]. Let him know you've enrolled and he will provide you with your unique referral link.

Outline:
-What is the importance of using the social security number to acquire the EIN versus the trust’s Social Security number?
5:56
-How to add a co-trustee to the original paperwork.
15:59
-Why you need to have an agreement for deed on public record .
21:39
-What is the difference between an agreement for deed vs a -lease option vs a deed?
27:29
-How to use a Quitclaim deed in a joint venture.
34:22
-What do I do with my quitclaim deeds for properties we bought?
41:36
-What is an operating agreement? What are your operational roles? What should be rules?
48:31
-How do you handle a client who sold their crypto to the exchange, but left it in their own social security number?
55:18
-Scaling is a big deal, so just make that part of the thing.
1:04:45