See the Video Recording here: https://us02web.zoom.us/rec/play/zoRq8LaYPT6xqLPpplO5VS_ORQviLXiXC-rHHJ5ut7URmT8nG3RvtDHvPeUJvojwBQf9KSI5LwjUQNJ3.4IQU-tby-VoE1zAl?autoplay=true&startTime=1707498166000

Access the Live Transcript here: https://otter.ai/u/rI05hH2KebvC6lZioKB4nJJ4j_s?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.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. (0:02)
-Amending a trust and updating beneficiaries. (10:21)
-Tax compliance and entity management. (18:25)
-Trust protector services for clients. (25:26)
-Trust structure and tax implications. (30:54)
-Trust taxation and PTC use. (36:37)
-Trust roles and tax implications. (43:21)
-Trustee roles and tax implications. (51:20)
-Property division in divorce. (58:34)
-Tax planning and trusts for high-net-worth individuals. (1:04:55)
-Tax planning and trusts. (1:09:22)
-Tax deductions for trust returns. (1:14:43)
-Trusts, taxes, and business structures. (1:21:07)
-Upcoming event and tax-related matters. (1:26:19)

See the Video Recording here: 

https://us02web.zoom.us/rec/play/jG52HZSoyfXUUr_tOgKFp-a6hjoiJHRftAYSy-x_rVU0qt3UgnASCPOrz2RXHUJUB3zTAoTIygRzUB_f.5ywFH2wtoLlnW6aa?autoplay=true&startTime=1707325523000

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):

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:

 -Tax implications of converting S Corp to LLC with trust as partner. 0:03

-Trusts, debt forgiveness, and management appointments. 3:31

-Trusts, power of attorney, and taxes. 10:59

-Trust accounting and tax implications. 18:09

-Demand note interest and tax implications. 24:36

-Tax-efficient strategies for trusts and foundations. 32:01

-Trusts and asset protection strategies. 40:02

-Legal asset protection and demand notes. 46:53

-Trusts, amended client questionnaires, and legal documents. 54:35

-Trust updates and PTC use. 1:01:56

See the Video Recording here: https://us02web.zoom.us/rec/play/I28Z5GRZvclcLIB5cPrCDMUvpfBczTBOFnwVk7BNiWmhzRc9JojDhqhZ6IB9D2qRVgl0bBoYFx6a36yv.SIA5H1A5J076Ln5Z?autoplay=true&startTime=1706720658000

Access the Live Transcript here: https://otter.ai/u/avL-GvSHiagb64bmgH8SmK7bkps?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.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, cash distributions, and event details. (0:03)
-Trusts, estates, and investments. (8:18)
-Tax strategies and brokerage account issues. (16:09)
-Opening a trust account with Charles Schwab. (22:15)
-PTC structure and IRS concerns. (30:40)
-Legal opinions and PTC. (39:28)
-PTC management and automation. (45:57)
-Tax compliance and mail service for trusts. (51:18)
-Trust documents and taxation. (1:00:53)

See the Video Recording here: https://us02web.zoom.us/rec/play/nDevrWzW25eeItYR-2jPavyKkPA98uxWT-9vbjIianyBaqDfFyzbs6yeicdoOqt-2Xa1Ev_v5oeaXP6J.YrDEZLKT0WzTejIN?autoplay=true&startTime=1704474133000

Access the Live Transcript here: https://otter.ai/u/0QIaN5UiO_acAmwa1p1Lx1Ri528?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.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 administrative addresses. (0:00)
-Gift tax exemptions and strategies. (9:51)
-Personal Trusts and tax compliance. (17:38)
-Trusts and taxes with a focus on ethical considerations. (24:37)
-Trusts, taxes, and asset protection. (26:25)
-Trusts, tax mitigation, and asset protection. (29:20)
-Legal and personal implications of implementing a certain strategy. (34:38)

See the Video Recording here: https://us02web.zoom.us/rec/play/XWXGZWFhzq69yW1b7RpDmQMpftw2hrj-h6PG8v_XrGGDdgCsEWIRf3PL0yjx1G7Eqm59ArTuuEAJWlts.Ya30ldnvmy-Nz2ih?autoplay=true&startTime=1704301262000

Access the Live Transcript here: https://otter.ai/u/1dHN3b0M8emCtiRIvCKhURztGzA?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.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:
-Business Trusts, taxes, and legal addresses. (0:00)
-LLC taxation and beneficiary changes. (5:50)
-Wyoming LLC structure and investment committees. (13:59)
-Trusts and LLCs for business continuation. (19:36)
-Business trusts and asset protection. (28:45)
-Trust transitioning and tax preparation. (37:06)

See the Video Recording here: https://us02web.zoom.us/rec/play/KPneJJbIrHfygYPoO3BEmvo4FJDsPssek-577rrI6joC6ukDhtxIsBA7BvoldeFc1KgoY_3vwuso0UlX.dtOhv3eSkhtpeHNA?autoplay=true&startTime=1703264872000

Access the Live Transcript here: https://otter.ai/u/XBSl1DxAU2d0VoPg3nOmY2NpvZc?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Outline:
-Trusts, celebrations, and personal finances. (0:00)
-Trusts, subtrusts, and Medicaid planning. (4:12)
-Trusts and Medicaid qualification. (12:06)
-Financial spreadsheet issues and solutions. (19:02)
-Trust protector roles and agreements. (24:49)
-Trust management and beneficiary changes. (35:28)
-Trusts, managers, and tax implications. (42:09)
-Trusts, donations, and investments. (53:58)
-Charitable trusts and tax implications. (1:01:16)
-Tax planning strategies for a business owner. (1:10:39)
-Trusts, asset conveyance, and tax planning. (1:16:54)

See the Video Recording here: https://us02web.zoom.us/rec/play/5g2xBGJ8RWtjqm9m4I0wu0-P2JHT_2xCs7eH79bOZRkw4lumdeD7CQIaTDSRON3OtYY5ZwnBRFv5bmQY.mXR6_l2Zsoie27Xt?autoplay=true&startTime=1703091738000

Access the Live Transcript here: https://otter.ai/u/iw__FkOM6q_IIC6qMqE29cgZXh0?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Outline:
-Private money lending and insurance updates. (0:00)
-Trusts, amendments, and asset conveyance. (4:43)
-Trust amendments and notary services. (9:46)
-Transferring assets to your Trust for accredited investor status. (18:01)
-Trusts, interest rates, and succession planning. (22:55)
-Trusts, taxes, and investments. (27:56)
-Obtaining an EIN number for a Trust. (36:12)
-LLC formation, EIN, and corporate transparency. (42:09)
-Trusts, EINs, and manager appointments. (48:05)
-Transferring accounts between TD Ameritrade and Charles Schwab. (55:24)
-Trust tax ID numbers and PTCs. (1:01:06)

See the Video Recording here: https://us02web.zoom.us/rec/play/qcCJ7FbcM4yh3K8JTIpOKzMz-l_E9ytnmBksjv3BhbvK320aLbvc4WErOVxU4M9E8S4YmSFtP_DOJt9x.UVni-wDKg5hh2nP-?autoplay=true&startTime=1702659857000

Access the Live Transcript here:  https://otter.ai/u/8Ko5er_JsIVdFyxVW_scFMAJIls?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Important Links from this Call:

• View the IRS Memorandum released in August 
• Listen to the Q&A Call in response to Memorandum
• Podcast on Wyoming PTCs: https://www.abundancegroup.com/ptcpodcast
• Notarize your Documents here: www.abundancegroup.com/notary

Outline:
-Personal Trusts and asset protection. (0:00)
-Creating a Private Family Trust and PTC. (6:24)
-Trusts and estate planning for wealth protection. (13:11)
-Corporate Transparency Act and related party transactions. (18:46)
-Trusts, insurance, and investments. (25:14)
-Charitable donations and tax deductions. (34:42)
-Creating a guest book for an event. (45:39)
-Trusts and partnerships. (47:50)
-Trusts, beneficiaries, and property management. (54:04)
-Property tax implications of changing beneficiaries. (1:01:17)
-Transferring properties to trust and potential tax implications. (1:03:58)
-Trusts, property, and taxes. (1:05:24)

See the Video Recording here: https://us02web.zoom.us/rec/play/TlLbrbWwUCD23kQb4JpJH7_rEoiqSS0pqSrstbA2gBZZNrV0Cd4gfX28wdFzdO0biL9uqhL6O65STRPo.FZRWO7GtsmEob5WG?autoplay=true&startTime=1702486961000

Access the Live Transcript here: https://otter.ai/u/CjpWX2TIrhZurmyogA5Q16t_YrM?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Important Links from this Call:

• View the IRS Memorandum released in August 
• Listen to the Q&A Call in response to Memorandum
• Podcast on Wyoming PTCs: https://www.abundancegroup.com/ptcpodcast
• Notarize your Documents here: www.abundancegroup.com/notary

Outline:
-Investment parameters for a Trust. (9:21)
-Trusts, beneficiaries, and property tax reassessment. (12:57)
-Property tax assessment in California. (18:18)
-California property tax reassessment and recording. (23:44)
-Trusts, bank accounts, and legal documents. (29:04)
-Business entity transfer and taxes. (37:43)
-Real estate investing and legal matters. (45:48)

See the Video Recording here: https://us02web.zoom.us/rec/play/n-FVaLH4BGnhMnp4EX1sDd0vml9jjVIepQ-YLLG1vETybAHC1b-1__8ft1aR843W_Hcic8739WxZt4kS.Y4ruFsJ6k-bu3uYh?autoplay=true&startTime=1702055141000

Access the Live Transcript here: https://otter.ai/u/yHu1fl71NskRzRPST_8qUcGK-V0?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

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

Important Links from this Call:

• View the IRS Memorandum released in August 
• Listen to the Q&A Call in response to Memorandum
• Podcast on Wyoming PTCs: https://www.abundancegroup.com/ptcpodcast
• Notarize your Documents here: www.abundancegroup.com/notary

Outline:
-EINs, taxes, and LLCs for a private trust company. (0:03)
-Setting up a PTC for asset protection and tax benefits. (7:01)
-Personal trusts, taxes, and legal roles. (14:18)
-Trusts, LLCs, and taxes for a business. (23:37)
-Trusts, bank accounts, and Power of Attorney. (29:13)
-Trusts, taxes, and financial planning. (35:20)
-LLCs and property management for short-term rentals. (45:53)
-Trusts, bank accounts, and property management. (53:42)
-Trusts, control, and asset protection. (1:08:09)
-Trust management and notarization. (1:15:34)