See the Video Recording here:

 https://us04web.zoom.us/rec/play/ybLyEIMKO-9OWI7VKxQKj7dfXFod8ZP8O9ZF2teY4zS1xum80a38rE5Ay0OvJeL1lK2S41LHxTIqdJKF.qf7bCXk2bpE8bIbp?autoplay=true&startTime=1734109417000

Access the Live Transcript here:
https://otter.ai/u/KaxrMNPrGgOAqK04ZQy8kQg0_tc?view=summary

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:
- Eagles hatching, no questions asked. (0:04)
- Recording income in an LLC and trust. (5:50)
- Chart of accounts for business and personal trusts. (8:46)
- Revoking S corp election and income distribution. (11:50)
- Election relief for S corp formation and classification. (16:30)
- S corp election, LLC formation, and business continuation. (17:59)
- Setting up a consulting LLC and transferring income to a business trust. (21:27)
- Tax implications of moving LLC from Nevada to Wyoming. (23:53)
- Obtaining EINs for various entities, including LLCs, PTCs, and trusts. (27:00)
- Gift tax returns for nine properties with potential tax liability. (30:46)
- Tax implications of transferring money between entities. (34:00)
- Tax implications of transferring properties to a business trust. (36:35)
- Business vehicle deductions and IRS requirements. (39:55)
- Tax returns for private family trust company. (43:30)
- Taxes, trusts, and legal matters. (45:48)
- Trust management and meeting minutes. (49:20)
- Setting up a private family foundation and LLC for business purposes. (52:28)
- Tax implications for medical professionals with an S corp. (55:16)
- Reducing salary for a business owner. (58:42)

See the Video Recording here: https://us04web.zoom.us/rec/play/dVb1wE80Ie40zuHxf4vW97NOOONVQTG8fUqgEgj3Igxd0a-xa65YeoA0n4sJNiPsg4BJQknAvYqa2AtP.k711J6unCWD3hk8T?autoplay=true&startTime=1732295020000

Access the Live Transcript here:
https://otter.ai/u/wHvy1fCmwzSocoVF9H1Sm3Aw7qI?view=summary

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:
- Discussion on Personal Updates and Weather (0:40)
- Introduction to the Meeting and Celebrations (4:06)
- Discussion on Personal Backgrounds and Networking (6:36)
- Weather Updates and Travel Plans (8:31)
- Upcoming Schedule and Q&A (10:02)
- Discussion on LLC Operating Agreements and Management Rights (12:05)
- Complex LLC Distribution Scenario (12:54)
- Final Q&A and Meeting Conclusion (20:27)

See the Video Recording here:
https://us04web.zoom.us/rec/play/18O3VT1s7jW4ywJa1J1-fa2yYQVeaig2vp5XreZ4wNSLNaIDJbHGpkbmk3L9X4qemhjHJCE3CZx7HKia.888cZTnAc5jD9Ksw?autoplay=true&startTime=1731690159000

Access the Live Transcript here:
https://otter.ai/u/5cEJdMS5JkAzVRQ1bhwm9e6D4Qw?view=summary

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:
- Dr. Gina Gaudio-Grace's Health Update and Meeting Introduction (2:40)
- Celebrations and Initial Questions (7:47)
- Handling Depreciation and Asset Management (10:03)
- Wyoming LLC and PTCS Discussion (15:09)
- Foundation Address and FinCEN Reporting (21:34)
- Deferred Compensation Trust Introduction (32:30)
- Final Questions and Closing Remarks (40:07)

See the Video Recording here:
https://us02web.zoom.us/rec/play/OorPndBuomwrD903Gjxwl4bbf2wYPMbunkeU-aufzPtdc_mFNaB1e-bc4O9kbsy80tyYS4MIrbT_VsGv.lLFUKMm4atltfO76?autoplay=true&startTime=1731085674000

Access the Live Transcript here:
https://otter.ai/u/7riPRH-OG0nzEIWpnnjmQYL1jko?view=summary

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:
- Trust Document Page Numbering Issue (0:12)
- Celebrations and Trust Document Clarifications (4:56)
- Importance of Detailed Trust Documentation (7:23)
- Gift Tax and Trustee Responsibilities (16:55)
- Fair Market Value and Gift Tax Penalties (19:41)
- Bill of Sale and Real Estate Transfers (27:31)
- Gift Tax Exclusions and Filing Deadlines (30:37)
- California Property and Gift Tax (31:54)
- Wyoming LLC and Renewal Dates (38:25)
- Final Questions and Meeting Conclusion (42:35)

See the Video Recording here:
https://us02web.zoom.us/rec/play/bJh_HKb1cs82r4Bjs5v6Ie0grqgh_Jov_qeNYJlAXBdDHFlTgyP2ThA37-hnA5LoZ6OO1xAQPJIcEFW9.8RkT6MBgOPyHAAkT?autoplay=true&startTime=1730476928000

Access the Live Transcript here:
https://otter.ai/u/q7lyB5tjz8MRUhHhrKusrS0d0o4?view=summary

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:
- Celebrations and Updates (0:35)
- Questions on Trust Reimbursement and Liability Allocation (7:27)
- Detailed Discussion on Liability and Asset Management (8:54)
- Ensuring Paperwork Alignment and Audit Preparedness (16:08)
- Discussion on 1090-9C and Canceling Interest (18:26)
- Clarification on LLC and Trust Connections (21:04)
- Handling JV Partnerships and Trust Assignments (36:13)
- PTC Renewals and Payment Processes (46:32)
- Final Questions and Closing Remarks (55:39)

See the Video Recording here:
https://us02web.zoom.us/rec/play/S8jzDPa2EYvyYvhELVSsc0xV-0Seebl9wamyppuLwEmnzm_z8-SXMc3TXuOy3F2kJz6CRtfuCVXs6DAh.Q3zOomwtthZLEGvC?autoplay=true&startTime=1729872247000

Access the Live Transcript here:
https://otter.ai/u/HfzoTsrHJ1Rpg6S0qlvICvJI-L0?view=summary

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:
- Technical Difficulties and Initial Setup (0:08)
- Introduction to the Meeting and Initial Questions (1:05)
- Discussion on Gifting and Tax Implications (6:34)
- Exploring Sub Trusts and Gift Options (11:20)
- Medical Expenses and Trust Deductions (24:34)
- Charitable Contributions and Trust Termination (31:17)
- Final Questions and Closing Remarks (34:52)
- Meeting Wrap-Up and Next Steps (39:57)
- Closing Remarks and Future Meetings (42:19)

See the Video Recording here:
https://us02web.zoom.us/rec/play/ai0qAWydhzV9zwiz4xoZ_6v2oDE_UMWHoB_Eogq-jVL5EBa1qzcqU8hjJ01L8h7KX9ruLeTqbXs_E5GE.hWT5-aLKuSLoolJw?autoplay=true&startTime=1729267453000

Access the Live Transcript here:
https://otter.ai/u/vUe0-n9q25eM4rdxnIr2NEoRtXk?view=summary

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:
- Celebrations and Initial Discussions (0:27)
- Timeshare Trust and Tax Implications (6:18)
- S Corp Conversion and LLC Taxation (10:44)
- Transferring Assets to Trusts (18:37)
- Property Management Company and Capital Accounts (26:56)
- Discretionary Distribution Committee and Trust Documents (37:19)
- Wyoming Banking Commission and Client Portal (43:36)
- Final Questions and Meeting Conclusion (48:02)

See the Video Recording here:
https://us02web.zoom.us/rec/play/yoMSOKJGFSDxplFdAC4VuhabZN2U02MrtpCeEWUaR1nUn8R9WNoDrWWLDj9ESSwVSHtg_rW9zMpUPQL2.nnuJyPz3JWlq558V?autoplay=true&startTime=1728663232000

Access the Live Transcript here:
https://otter.ai/u/ek7AT-HniXoE8vE1jfQ-0Ubmhbo?view=summary

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:
- Welcome and Initial Discussion (0:15)
- Capital Gains and Trust Instrument Clarifications (4:22)
- Tracking Capital Gains and Bookkeeping (11:49)
- Trustee Address and IRS Filing Concerns (14:45)
- Appointment of Divisional Trustees and Beneficial Interests (31:29)
- Management Agreement and Cloud Peak Issues (40:31)
- Final Remarks and Next Steps (49:15)

See the Video Recording here:
https://us02web.zoom.us/rec/play/sHIpVbpzkZgacqIGXN1Hhwm2cX-etkz2PgC7tafu9sW_RFcb-J672Yg7s-WRl8H4BxXu-reUhiyQsxNK.d6eu80Qsn2fDX4ni?autoplay=true&startTime=1726848486000

Access the Live Transcript here:
https://otter.ai/u/Zgl_KxO6TfUcWaLrU_Asn4wwgao?view=summary

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:
-Technical Difficulties and Initial Greetings (10:01)
- Meeting Kickoff and Celebrations (17:21)
- LinkedIn Profile and New Connections (18:58)
- Discussion on Tax Strategies and Trusts (22:12)
- Q&A on S Corp and Trust Conversions (24:35)
- Clarifications on Tax Accounts and Trust Conversions (35:18)
- Personal Updates and Future Plans (36:08)
- Final Remarks and Meeting Conclusion (36:47)

See the Video Recording here:
https://us02web.zoom.us/rec/play/N0gnjTtqzRtXLItsfIVIU7uJYUomnFZ3amVrN5vOiQKvXSdG39MMr6fx5lOgnWKmfcQ0ks8kfjCQEmhK.UZ90GAODy0CRO98I?autoplay=true&startTime=1726243841000

Access the Live Transcript here:
https://otter.ai/u/zXzAoZV5-r0g4CiPucDAouHg6Ho?view=summary

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:
- Prime Alliance Bank Account Solutions (0:03)
- Celebrations and Business Updates (4:03)
- Exhibitor Opportunities and Trust Management (11:00)
- Trust and LLC Legalities (17:41)
- Trust and Corporate Structure (21:11)
- Meeting with Assessors Office and Trust Protector Updates (34:36)
- Final Questions and Closing Remarks (38:25)