2023 Foundation Q&A Call Podcast

Business & Foundation Q&A Call 03/20/23


Listen Later

See the Video Recording here: https://us02web.zoom.us/rec/play/hNPpZE2WCh7IwC8QavPx6VQboyS9CFumxOImsXbRAUasToS-2B-cCUil0umDeWqCr3QEPbipP28e99uY.knZ5VbML8To25lOV?autoplay=true&startTime=1679328430000

Access the Live Transcript here:
https://otter.ai/u/rpjIQH5R8eh4Mck1rK8SWKzQNeE?utm_source=copy_url

Looking to invest in Life Insurance and leverage your Trust?
Receive your Free Quote here:
https://www.abundancegroup.com/insurance

Reach out to Charles Hooper with the Stewardship Institute to file the 1023-EZ Form to receive your determination letter:
-Charles Hooper
-Phone: (916) 543-3205
-Email: [email protected]


Taxes on Self-Dealing: Private Foundations | Internal Revenue Service: https://www.irs.gov/charities-non-profits/private-foundations/taxes-on-self-dealing-private-foundations

Goodwill vs. Other Intangible Assets: What's the Difference?:
https://www.investopedia.com/articles/investing/100614/goodwill-vs-other-intangible-assets-whats-difference.asp#:~:text=Key%20Takeaways,agreements%2C%20and%20website%20domain%20names

About Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations: https://www.irs.gov/forms-pubs/about-form-7203

Outline:
-How long does it take to get a determination letter?
6:23
-Family Retreats to the heart.
13:07
-The definition of an endowment.
17:46
-Forming a Pllc in Oklahoma.
24:12
-The definition of impairment of goodwill.
30:18
-Do you need to do tax returns for each division?
37:15
-Filing a form to establish a partnership.
42:56
-How to prepare a Cfr for a trust.
48:17

...more
View all episodesView all episodes
Download on the App Store

2023 Foundation Q&A Call PodcastBy Abundance Group Trust