2024 Business/Foundation Trust Q&A Podcast

See the Video Recording here:
https://us02web.zoom.us/rec/play/RZzPAVCg3aqePAoR9GekscBFmsgITtVkV9Q6iqKzSJeJdxJA-vti_RdZXNi663gcHlSkpSZdxoX6spL6.nfhXjhpSnC9MxHPt?autoplay=true&startTime=1728922292000

Access the Live Transcript here:
https://otter.ai/u/cgQSR86sIsL6KCjrINNkBW_jZ_M?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 Questions (0:26)
- Investment Advisory and Trust Expenses (4:56)
- Corpus and Income in Trusts (10:22)
- Medical Expenses and Demand Notes (16:19)
- Business Trust and LLC Conversions (32:22)
- Donations and Membership Reporting (50:08)

See the Video Recording here:
https://us02web.zoom.us/rec/play/z3az61IUeVGi0RTNEqN8wSS3RQG1fXNydLCwg-UAbSQUhZiJ5tDrC8yrK2eGpzEsjk_G-c_hcLOrOv55.BbuElNqRkcC4F8sn?autoplay=true&startTime=1725899255000

Access the Live Transcript here:
https://otter.ai/u/zG_-qRTt6Og1SCHTuglJ3ayR8dk?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:
- Transition of Responsibilities and Jonathan's Role (0:00)
- Celebrations and Weekend Recap (1:48)
- Email Draft and Investment Advisor Changes (3:54)
- PTC Shell Company and PDC Approval Issues (5:47)
- Operating Agreement and Trust Protector Changes (7:51)
- Committee Appointment and Annual Renewal (13:16)
- Client Calls and Prospect Management (16:38)

See the Video Recording here:
https://us02web.zoom.us/rec/play/8QjvgpwUSTKXO14NnHNCeZ_ieN-ycK789vb6lPOplklFzJtL9ORMzlI0eLT5auHuvWtacBFVzU-XmLPn.H8YZFYiKk_mEvy_w?autoplay=true&startTime=1724688137000

Access the Live Transcript here:
https://otter.ai/u/RCItoC4BA0DRL2LR7paaMXXkEFs?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:
- Meeting Kickoff and Initial Discussions (0:29)
- First Official Call Post-Retirement (3:33)
- Tax and Accounting Questions (11:16)
- Trust and Tax Advisory Clarifications (16:08)
- Handling Trust and Business Transactions (17:33)
- Real Estate and Trust Tax Implications (20:29)
- Challenges with Bank Accounts and Trust Management (26:13)
- Foundation Tax Filing and In-Kind Contributions (42:21)
- Final Questions and Closing Remarks (1:03:00)

See the Video Recording here:
https://us02web.zoom.us/rec/play/s0OAijb4BhLdqNqBVsnUfJTdUiY544a21nDpVTtIAMNWSdBSieDZsX_ZBIEygkSpQ9caiVqvyC5DwyAf.L_aVXh9zjLA42jg7?autoplay=true&startTime=1724083514000

Access the Live Transcript here:
https://otter.ai/u/vC298Ips0RFOk15IMx4920MIbAk?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:
- Personal trusts, investment advisors, and distributions. (1:31)
- Intellectual property ownership and licensing for trusts. (13:33)
- Work made for hire agreements for content creation. (24:46)
- 1023 long form tax return for a nonprofit foundation. (32:08)
- Trusts, foundations, and tax implications. (38:13)
- Using deferred compensation trusts for real estate investors. (45:44)
- Using deferred compensation trusts for business owners. (50:58)
- Deferred compensation trust for businesses. (57:48)

See the Video Recording here:
https://us02web.zoom.us/rec/play/9OLSKwRDNuUCgW9Pgqb7g9pd8HBcFlaSQkq3axuqqqGrQYBYAXEZaTWhb1sw42mLc-XoiC67HfvRJ_sS.TzVb3jc0oDxg0U5D?autoplay=true&startTime=1723478725000

Access the Live Transcript here:
https://otter.ai/u/fTSi41_pZJRFPW7hyWyl3Q7HAP8?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:
- Investment criteria and water problems in a building. (7:26)
- Spreadsheet errors and trust protector role. (16:44)

See the Video Recording here:
https://zoom.us/rec/play/0bGsl_0q1q9jTXByjK3KOePYfcZ1rDUagjLU5W1LNolghuqX9-MTMMXVfUTUhnZVFTuScZaopMa8rVys.4Vq7v63s1Q98UbC0?autoplay=true&startTime=1722874060000

Access the Live Transcript here:
https://otter.ai/u/crpJoO5agH--igM7P4tMgdqkqBI?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:
- Business and foundation questions with guest John Feeny. (1:25)
- Demand notes, nomenclature, and internet issues. (9:47)
- Hyperbaric oxygen treatments for infections. (16:55)

See the Video Recording here:
https://us02web.zoom.us/rec/play/RSJSwllSARhWbWYOokvOHkjniMhNrZyrVjUfnHT9YXDcOcLN4P6j_s41-UZsu71sEKPf5YTn8TKacuUZ.Pz9V4T6fpJjHCFoT?autoplay=true&startTime=1722269054000

Access the Live Transcript here:
https://otter.ai/u/RCevMr_CSvzQSNu2NzXXNCfiYqY?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:
- Morning routines and business updates. (6:12)
- Using property with mortgage in foundation, personal use restrictions. (13:38)
- Trusts, LLCs, and tax planning for a business owner. (21:01)
- Trusts, taxes, and investments. (30:52)
- Financial planning, book publishing, and coaching. (40:41)
- Trusts, LLCs, and taxes for a business owner. (46:17)
- Using a business trust for speaking engagements and asset protection. (52:02)

See the Video Recording here:https://zoom.us/rec/play/_K6iSuuQcOIucwHJUF1ThwhFl0H8MeZY8eNCbQiKyzgh5t5tR3wONtSJFuGxxCb79DXbHXDHsEnva1Nw.84Ii9TqGbYjNX_V0?autoplay=true&startTime=1720454508000

Access the Live Transcript here:
https://otter.ai/u/I3LXesvGT-fp_yNfqKDtECDaN84?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:
- Upcoming webinar and personal celebrations. (8:06)
- Nonprofit foundation taxes and mortgage payments. (16:15)

See the Video Recording here:
https://zoom.us/rec/play/0q_TrEsC-XgxN3d0iTqu0xW7gPF6F7nSHGU2AuISoxGMJ6RmPsBdHqi_wvT3b1wDy3yu6N3PqPoXxCau.iM2nKJBRI6WesikQ?autoplay=true&startTime=1721059743000

Access the Live Transcript here:
https://otter.ai/u/mDBQGYJvSMUW-rpeTbhC4eqHY_k?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 taxes, distributions, and k ones. (12:31)
- Tax strategies for a business trust, including lease agreements and passive income. (28:38)
- Stem cell treatments and LLC setup for marketing company. (42:15)
- Tax implications of selling a trust and donating to a family foundation. (59:02)
- Trusts, taxes, and insurance for a family's assets. (1:09:25)
- Trust approval forms and AC Q information. (1:18:53)

See the Video Recording here:
https://zoom.us/rec/play/rghQUYK1GqOs6pHcKJT-1TXcLc7UMN_M-H8s4Wi5JW26UqiHPa_K3glPPXfaOnk6KzosD4X2Wye1GTV3.vrX-wK0Vp46bP3Mr?autoplay=true&startTime=1721664410000

Access the Live Transcript here:
https://otter.ai/u/wwZrmvE5JrzhHIXXGMBD0mXVwPs?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:
- Licensing deals for businesses, including a restaurant. (6:58)
- Private family foundation trust donation rules. (13