See the Video Recording here: https://us02web.zoom.us/rec/play/e1RSe6NIcnS5mOZpqkoOSzElO7aIcF6pGUysVzAMIGkgAUrhomf1dKADFzZiGoyK5OHweEk_6_qFjj69.fZe0ouAJdX9TzRFd?autoplay=true&startTime=1701882332000

Access the Live Transcript here:  https://otter.ai/u/tvlaZSYHV52MlZatQoE-MqhbVOg?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

Outline:
-Trusts, Wyoming LLCs, and PTCs. (0:03)
-Trusts, PTCs, and control. (9:15)
-Trusts, taxes, and control. (12:14)
-Trusts and taxes with a focus on PTCs. (18:27)
-Trust management and IRS red flags. (25:14)
-Trusts, audits, and tax law. (33:43)
-Tax returns and Trusts. (42:08)
-Trusts, estates, and taxes. (46:01)
-Investment property purchase and financing options. (50:09)
-Trusts, committees, and PTCs. (52:36)
-PTCs and committees in a Wyoming LLC. (1:00:05)
-Trusts, committees, and tax returns. (1:09:10)
-Trusts, PTCs, and taxes. (1:15:38)
-Trusts, PTCs, and investment committees. (1:20:46)
-Trusts, PTCs, and control structures. (1:27:35)
-Trusts, LLCs, and taxation. (1:36:04)
-Taxes and Trusts with a focus on red flags. (1:40:48)

See the Video Recording here: https://us02web.zoom.us/rec/play/8Yl3VgSfdnC9N9jqLNufcd1Q8RHKoU3pAp0MRaPKTmD8ffmuKvfbYErPQdbKjjnj-pgLISIFPbv1Q1Kf.5Bn45N5IEoXJSfC-?autoplay=true&startTime=1701277268000

Access the Live Transcript here: https://otter.ai/u/brYRzj7fWPj5vCBDDJ1r7eqg5w0?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

Outline:
-Tax implications of leasing property from Personal Trust. (0:00)
-Hiring children, Trusts, and tax strategies. (6:25)
-Trusts, LLCs, and tax planning strategies. (13:03)
-Setting up a Wyoming LLC for a Personal Trust. (20:15)
-PTC updates and distribution committee. (26:53)
-Real estate transactions and legal documents. (33:14)
-Transferring properties into Trusts for tax exemption. (37:25)
-Assigning mortgages in real estate transactions. (42:16)
-Trusts, LLCs, and taxes. (51:05)
-Transferring property ownership for estate planning purposes. (59:59)
-Trusts, beneficiaries, and power of attorney. (1:08:27)

See the Video Recording here: https://us02web.zoom.us/rec/play/dylq2FnH9J8F-11qPWEKAuBN3iqU0seunkAPIi5xTmz--tltGrqHDBOA5Symmra0WS0Qzk4jKH280Jgf.Czhght2bk_cK4R24?autoplay=true&startTime=1700067934000

Access the Live Transcript here: https://otter.ai/u/dXlo08EOJgR5g7dqzO_DtedGZxc?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:

• www.abundancegroup.com/wyllc
• www.abundancegroup.com/ptcinstructions

Outline:
-Trustee swaps and document dates. (0:00)
-Trusts, taxes, and control with a focus on PTCs and related party transactions. (5:22)
-Trusts, taxes, and IRS audits. (13:49)
-Asset protection and tax mitigation strategies. (22:56)
-Trusts, affidavits, and asset protection. (26:53)
-Asset protection and privacy concerns. (32:09)
-Trusts, estates, and property conveyance. (37:47)
-Trusts, taxes, and legal matters. (46:19)

See the Video Recording here: https://us02web.zoom.us/rec/play/kRylDxVcfOBA4V_7onw5BrHF1JnJ_GAXXhftNIXIfFl6Vh5Hy5C1qmKgbB36E6Nelqptlud0CYpqJt2A.vEkXHEYk43c-Q878?autoplay=true&startTime=1699462986000

Access the Live Transcript here: https://otter.ai/u/iILUPbyCjeijQx0l_xXPse1l8tY?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

Outline:
-Trusts, taxes, and legal advice. (6:44)
-Trusts, power of attorney, and tax implications. (15:18)
-Trusts, taxes, and investment platforms. (23:39)
-Trust tax laws and accounting principles. (31:27)
-Setting up a Wyoming LLC for accredited investor status. (40:19)
-Trusts, property ownership, and taxes. (47:02)
-Real estate transactions and legal documents. (54:49)
-Real estate transactions and Trusts. (1:00:11)
-Trust documents and copyright dates. (1:08:34)
-Trusts, PTCs, and IRS audits. (1:15:53)
-Trusts, fiduciaries, and control. (1:25:09)
-Tax implications for Trusts with California beneficiaries. (1:31:36)
-Tax strategies for real estate investors. (1:37:45)
-Reactivating True Blue FX account and transferring funds. (1:50:48)
-Setting up a Wyoming LLC for a Trust. (1:52:59)

See the Video Recording here: https://us02web.zoom.us/rec/play/zEAF0jFjzxhf0v52Dnykaw1Q8d3vUACAeXyai7hOLb2zCRW4ft7mNhDdAhdz6dnNoKa27uhCo1txXsYU.w5pLSso21YMr_qmy?autoplay=true&startTime=1698854957000

Access the Live Transcript here: https://otter.ai/u/sC9sKzmlmuksUjSwT0Odo_pRwyo?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Important documents/links from this call:

• Cornell Law School: 26CFR § 1.643(b)-1 - Definition of Income

Outline:
-Tax laws and Trusts with valuable insights. (0:01)
-Taxation of Trusts and LLCs in California. (11:58)
-Tax implications for trusts with multiple states involved. (19:21)
-Tax implications of Irrevocable Trusts. (25:19)
-Using a Private Family Trust Company (PFTC) for asset protection. (32:09)
-Taxation and management of a Private Trust Company. (37:46)
-Deferred Compensation Trusts for executives. (46:29)
-Non-profit foundation financial management. (52:50)
-Trusts, business structures, and credit building. (59:17)
-Trusts, certifications, and legal names. (1:07:22)

See the Video Recording here: *There is an issue with the video file on Zoom. At this time, only the audio is available.

Access the Live Transcript here: https://otter.ai/u/DWzwByldKXPZ3ouARfT54O30w48?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Important documents/links from this call:

• State of California Franchise Tax Board: Estates and Trusts
• IRS Memorandum from August 9th
• On a recent call, Dr. Gina addressed the various questions surrounding the memorandum recently released by the IRS (above). Click here to access the recording.

Outline:
*Otter did not create an outline of questions asked during this call like it has done for us in the past. We know Otter is in the process of making updates to their website. This may have caused the issue. We have reached out to support and hope this is fixed for future calls.

See the Video Recording here: https://us02web.zoom.us/rec/play/bc-1z9y_0ZpODqsoi_O_n6_plvoKk5unVnamWucGlddQQSwAO9wPFpRe9Jau5sVPRgh6dMWc9G7bpT6h.M0RMwKSR3MBNtjOq?autoplay=true&startTime=1697645184000

Access the Live Transcript here: https://otter.ai/u/2fJBoS6W2Pd9whhfECI8-x7eUm8?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Outline:
-Trust distribution and beneficial interest splits. (0:00)
-Trusts, beneficiaries, and common law. (1:44)
-Tax implications for architecture practice merger. (9:35)
-Tax implications for husband and wife business owners. (16:58)
-Tax implications of trust ownership of LLCs. (24:26)
-S Corp revocation and partnership taxation. (28:35)
-Tax strategies for a business owner. (34:09)
-Tax strategies for real estate investments. (38:21)
-Property management fees and LLC renewal. (44:26)
-Trusts, investments, and taxes. (51:21)
-Tax planning and trusts. (1:00:19)

See the Video Recording here: https://us02web.zoom.us/rec/play/0UhaWsSYGKLGpbOR03vqFKeqImnYNSQfprD9G0u1UFFHlJ3815FKUBIHMgHYMckb3phqrGi7drHxbWeX.Y0DBn59muPy7qsxv?autoplay=true&startTime=1697040277000

Access the Live Transcript here: https://otter.ai/u/tWa6g5hEK61x9LhkDw-3l3SL4EA?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Outline:
-Trusts, insurance policies, and conveyancing. (11:12)
-Life insurance and Trusts with a client. (15:27)
-Private Trust Companies and their management. (22:43)
-Private Trust Companies and sub Trusts in estate planning. (31:03)
-Investment committee fees and management delegation. (40:50)
-Trusts, taxes, and committee dynamics. (46:57)
-Trust updates, tax implications, and client questionnaires. (55:26)
-Trustee powers and registry organization. (1:03:00)
-Organizing trust documents for clients. (1:06:08)
-Trusts, successors, and relationships. (1:10:03)
-Trusts and registry pages. (1:14:32)
-Notary requirements for Trusts in California. (1:19:22)
-Private family foundations and trusts. (1:27:26)

See the Video Recording here: https://zoom.us/rec/play/julnhOvfRK6quzAo3SZ82R9FL66qE_jZ513CvCZbEJtiIymTzrL_TXOFSQL31oz8Q0BO3Yxq-8K8Mgzt.DHILIF46jcQy_n_5?autoplay=true&startTime=1696435305000

Access the Live Transcript here: https://otter.ai/u/FwDF86oZYj85JoQIbfeR2y9wmwU?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

Obtain your complimentary policy review! 

• Complete the form located here: https://www.abundancegroup.com/policyreview
• Afterward, email the form to [email protected].

How to contact Josh and Paul:

• Paul Pichie: [email protected]
• Josh Elohim: [email protected]
• Back9 Insurance: (818) 444-7743

If you were not able to attend the webinar on Kai-Zen, you may watch
the recording here: https://register.gotowebinar.com/recording/viewRecording/1510730510238219616/1345831254010603523/[email protected]?registrantKey=5795823092347922267&type=ATTENDEEEMAILRECORDINGLINK

Outline:
-Life insurance and wealth-building strategies. (0:02)
-Life Insurance Trusts and their benefits. (4:23)
-Trusts, annual exclusions, and estate planning. (10:23)
-Infinite Banking and Life Insurance Flexibility. (14:30)
-Life insurance policies for uninsured individuals. (19:15)
-Trusts and life insurance for estate planning. (23:36)
-Life insurance and estate planning strategies. (27:48)
-Life insurance and Trusts for legacy planning. (32:40)
-Trust loans and collateralization. (37:42)
-Trusts and estate planning with a focus on infinite banking. (41:53)
-Leveraged legacy planning with Kai-zen. (47:16)

See the Video Recording here: https://zoom.us/rec/play/rmcxA0SbPaEo3iM01_aUTuepN6ChsYtQO6qzqs1exgdhJl2hUC3J8XMhwXnudQ6xv2ZMAAuc-NYmxkHN.YZu6wFGJQj1R8rAt?autoplay=true&startTime=1695830555000

Access the Live Transcript here: https://otter.ai/u/IanjUCGxKl_SNeGvf5w6bZ32Ook?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Outline:
-Section 8 housing and tenant eviction. (0:02)
-California rental laws and exemptions. (4:56)
-Trusts, estates, and power of attorney. (11:49)
-Trusts, foundations, and charitable giving. (17:31)
-Tax returns and extensions. (23:34)
-Trusts, asset protection, and audits. (30:42)
-Gift tax returns and Trusts. (36:58)
-Loan modification and Trustee duties. (43:56)
-Legal matters and networking. (50:27)