See the Video Recording here: https://us02web.zoom.us/rec/play/bc-1z9y_0ZpODqsoi_O_n6_plvoKk5unVnamWucGlddQQSwAO9wPFpRe9Jau5sVPRgh6dMWc9G7bpT6h.M0RMwKSR3MBNtjOq?autoplay=true&startTime=1697645184000

Access the Live Transcript here: https://otter.ai/u/2fJBoS6W2Pd9whhfECI8-x7eUm8?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

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  *To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Instructions for setting up a Wyoming LLC can be found here:

• How to Set up a Wyoming LLC

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Networking Group Calls: 

• Every other Friday starting September 22nd, we will begin the Networking Group Calls. If you attended the event in July, we had break-out networking sessions. For the time being, you will be in the same group as you were at the event. 
• If you did NOT attend the event in July and would like to be added to a group, please complete the networking form located here: https://abundancegroup.com/networkingform 

Outline:
-Trust distribution and beneficial interest splits. (0:00)
-Trusts, beneficiaries, and common law. (1:44)
-Tax implications for architecture practice merger. (9:35)
-Tax implications for husband and wife business owners. (16:58)
-Tax implications of trust ownership of LLCs. (24:26)
-S Corp revocation and partnership taxation. (28:35)
-Tax strategies for a business owner. (34:09)
-Tax strategies for real estate investments. (38:21)
-Property management fees and LLC renewal. (44:26)
-Trusts, investments, and taxes. (51:21)
-Tax planning and trusts. (1:00:19)