2023 Personal Trust Q&A Podcast

Q&A Call 03/03/2023


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See the Video Recording here: https://us02web.zoom.us/rec/play/lMBoHNis9objVCW88687y7ibiPQNlV4k8258fvzdAXWZTgnnU_4ShTSdxjaW_SFjUZMKCn0gQgzQLPo.upCUsBqhR8nabZgG?autoplay=true&startTime=1677863633000

Access the Live Transcript here:
https://otter.ai/u/8bIFL8ik5dpF2Tydz0NkdsofEbU?utm_source=copy_url

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Outline:
-
How to use a trip as a deduction.
6:20
-How do you create a template for your foundation?
12:21
-How to get access to the new client portal.
17:23
-Personal guarantee for cash.
24:19
-Should we keep the llc or not?
31:06
-How to apply the annual blended rate for 2022.
40:20
-How to book the interest on the accrued interest.
46:36



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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace