See the Video Recording here: https://zoom.us/rec/play/XX0DIFE16TKKIq6PNP5A5N8wlyBUpagBRa2MgkY3DoDmeTLIK6f738vDakWmCUJ_XbOG1o1mGtlUguDL.9HRwHirrwu9-5xPt?autoplay=true&startTime=1695226022000
Access the Live Transcript here: https://otter.ai/u/Lc57j58Yr7qKBPC2KPK4Ar-eQIA?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, taxes, and business management. (0:06)
-Tax implications of Land Trusts and Business Trusts. (7:04)
-Trust tax returns and naming conventions. (16:50)
Converting business entities and tax implications. (26:27)
-Tax strategies for a business owner. (38:30)
-Tax code for non-grantor Trusts. (46:02)
-Trust protector and PTC setup. (54:08)
-Tax implications of managing a private trust company. (1:03:02)
-Trusts, investments, and taxes. (1:10:30)
-Trusts and business structures for tax mitigation. (1:18:39)
