2024 Accounting Q&A Podcast

Accounting Q&A Call 10/25/24


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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

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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)

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