See the Video Recording here: https://us02web.zoom.us/rec/play/Hg3xmZ0D1VxzayX_2gVwPhiuXvfLikXP92ty-1MS086GXnLYtMiEBTfUMOfdvLvPKbpHPnYDNemoM2jV.OKQztuXI7z-frWPX?autoplay=true&startTime=1706558979000

Access the Live Transcript here: https://otter.ai/u/TeGOw1kolEdU3kp_36Y52Dm803Q?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben 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):

1. Pay for your PTC: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. 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:
-Tax advisor payments and pricing. (0:05)
-Tax preparation pricing and invoicing for clients. (5:27)
-Payments and compliance in a business call. (11:33)
-PTC structure and IRS notice. (15:33)
-Trusts and tax code with a focus on PTCs. (22:42)
-Tax planning and trusts. (27:44)
-Using Salesforce for tax clients and costs. (35:38)
-Streamlining communication for tax advisors. (42:57)
-Tax strategies and legal opinions. (49:11)