2024 Accounting Q&A Podcast

Accounting Q&A Call 08/16/24


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See the Video Recording here:
https://us02web.zoom.us/rec/play/SaRes_uMD1gqCdB_2u4jy2z_J_fTghjiaIr2EuEKQeUOCulZEAFHFHgyIRrXonAEgMdMYbfJkliegpZr.DFfQ0sWykzypeu2U?autoplay=true&startTime=1723824396000

Access the Live Transcript here:
https://otter.ai/u/nvczN4e10b3GQE9S-ESHg3GNi3o?view=summary

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Outline:

- Updating trust protector role in accounting call. (0:14)
- Updating a trust agreement and notifying the PTC. (7:47)
- Customizing a trust protection committee for a high net worth individual. (17:54)
- Investment committees and succession planning. (26:56)
- Tax credits for Native American tribes. (32:21)
- Trusts, reservations, and legal systems. (38:35)
- Trust management and legal requirements. (45:54)

...more
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2024 Accounting Q&A PodcastBy Abundance Group Trust