
Sign up to save your podcasts
Or
See the Video Recording here: https://us02web.zoom.us/rec/play/zoRq8LaYPT6xqLPpplO5VS_ORQviLXiXC-rHHJ5ut7URmT8nG3RvtDHvPeUJvojwBQf9KSI5LwjUQNJ3.4IQU-tby-VoE1zAl?autoplay=true&startTime=1707498166000
Access the Live Transcript here: https://otter.ai/u/rI05hH2KebvC6lZioKB4nJJ4j_s?utm_source=copy_url
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
-Trusts, taxes, and asset protection. (0:02)
-Amending a trust and updating beneficiaries. (10:21)
-Tax compliance and entity management. (18:25)
-Trust protector services for clients. (25:26)
-Trust structure and tax implications. (30:54)
-Trust taxation and PTC use. (36:37)
-Trust roles and tax implications. (43:21)
-Trustee roles and tax implications. (51:20)
-Property division in divorce. (58:34)
-Tax planning and trusts for high-net-worth individuals. (1:04:55)
-Tax planning and trusts. (1:09:22)
-Tax deductions for trust returns. (1:14:43)
-Trusts, taxes, and business structures. (1:21:07)
-Upcoming event and tax-related matters. (1:26:19)
See the Video Recording here: https://us02web.zoom.us/rec/play/zoRq8LaYPT6xqLPpplO5VS_ORQviLXiXC-rHHJ5ut7URmT8nG3RvtDHvPeUJvojwBQf9KSI5LwjUQNJ3.4IQU-tby-VoE1zAl?autoplay=true&startTime=1707498166000
Access the Live Transcript here: https://otter.ai/u/rI05hH2KebvC6lZioKB4nJJ4j_s?utm_source=copy_url
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
-Trusts, taxes, and asset protection. (0:02)
-Amending a trust and updating beneficiaries. (10:21)
-Tax compliance and entity management. (18:25)
-Trust protector services for clients. (25:26)
-Trust structure and tax implications. (30:54)
-Trust taxation and PTC use. (36:37)
-Trust roles and tax implications. (43:21)
-Trustee roles and tax implications. (51:20)
-Property division in divorce. (58:34)
-Tax planning and trusts for high-net-worth individuals. (1:04:55)
-Tax planning and trusts. (1:09:22)
-Tax deductions for trust returns. (1:14:43)
-Trusts, taxes, and business structures. (1:21:07)
-Upcoming event and tax-related matters. (1:26:19)