See the Video Recording here: https://us02web.zoom.us/rec/play/5tX_Qvrr4DIMUAfFYNahL8Ir16dDcm3ifXCkjR5byk6dHx7pOMKCVJE08xui368uwmrhnXCYu5vW93Xy.RJqaGwwXl9oW0fzh?autoplay=true&startTime=1686585864000

Access the Live Transcript here: https://otter.ai/u/RDB_OdkAt_b2ijk8FDT63MvxeNo?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

Important Documents from this Call:

• Chart of Accounts for Personal, Business, and Foundations: https://docs.google.com/spreadsheets/d/1hymv8bIaSPCXqowvylYnatwaq2HzH2qJ734x8gUtVuE/edit?usp=drive_web&ouid=115143930428794792317
• Change of Name - Exempt Organizations | Internal Revenue Service: https://www.irs.gov/charities-non-profits/charitable-organizations/change-of-name-exempt-organizations
• Private Foundations:
  1. Life Cycle of a Private Foundation: www.abundancegroup.com/lifecycleprivate
  2. Compliance Guide for Private Foundations: www.abundancegroup.com/complypf
• Public Charities:
  1. Life Cycle of a Public Charity: www.abundancegroup.com/lifecyclepublic
  2. Compliance Guide for Public Charities: www.abundancegroup.com/complypc
• Other Links:
  1. Resources for Charities and Non-Profits: www.abundancegroup.com/charities
  2. Publication 526 - Charitable Contributions: www.abundancegroup.com/pub526
  3. Courses for tax-exempt organizations: www.abundancegroup.com/stayexempt
  IRS Exempt Organization Customer Service: (877) 829-5500

Outline:
-The importance of using Daily.ai. (0:00)
-Using daily.ai for real estate investors. (3:01)
-How to get people to subscribe. (6:11)
-Questions from Mark and Laura. (10:14)
-Public disclosure requirements for Private Foundations. (16:04)
-Resources from IRS.gov. (20:37)
-How do you get IRS assistance and information? (24:54)
-DBA’s for foundations. (28:28)
-How to change the name of your Foundation? (31:59)