See the Video Recording here: https://us02web.zoom.us/rec/play/WTTSAcFI8sPJDFw3B7vYHRxcIcDNvKdn6LQuBnZlT2_Htki6Gq48cSctXIDniAQmCzacu1dF3hS2chAG.p7L80ab_e56UCCIz?autoplay=true&startTime=1686326615000

Access the Live Transcript here: https://otter.ai/u/L_3QY9L9JxLF15Z5EmqB_CIZgig?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

• There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

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

Outline:
-How much capital gains are you getting taxed? (0:00)
-The importance of having a Trust. (4:26)
-How do you get liability? (11:32)
-How do you notify tenants of a new owner? (15:29)
-The importance of having a Trust Agreement. (22:14)
-How do you report income to California? (27:49)
-California’s tax code. (36:32)
-Risk of not filing your taxes. (43:41)
-What is a Dynasty Trust? (49:54)
-Different rules for different types of discretionary trusts. (55:29)
-How did you become a tax accountant? (1:01:51)
-Updates on the Abundance Group. (1:09:16)