See the Video Recording here: https://us02web.zoom.us/rec/play/IjfCZQMjYZmlgEiqqeirb2NPDSxB_US_XaNMGQVbW8E2vuyYrnq-iL4PQGlDjt72HjDgM0bd9BapYFxz.lB1I13dmBgP4-wT1?autoplay=true&startTime=1700499799000

Access the Live Transcript here: https://otter.ai/u/saNG_jUrBf9zaJcYxsYUMO9lLHs?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

Important Links:

• Private Family Foundations and the Law: https://drive.google.com/file/d/1rA62aaVkGPyNDu0oJo4yWgAMK-AokquP/view?usp=sharing
• Foundation Workbook: https://drive.google.com/file/d/1ywmrWpmYxgBspF7iZJLdaqRxeeFp3Bc2/view?usp=sharing
• Family Foundation Retreat Guide: https://drive.google.com/file/d/1N-Ab7WTIExNKRnNug-VC0ys0t4auRMx4/view?usp=sharing
• Publication 526 - Charitable Contributions: https://drive.google.com/file/d/1VvRnvTmAVHizY_p87bfnPhXiK75zkGmW/view?usp=sharing
• IRS Resources for Charities and Non-Profits: https://www.abundancegroup.com/charities

Outline:
-Managing foster care funds and Trusts. (4:26)
-Business Trust and property division. (13:48)
-Setting up a single-member LLC and Trust for real estate investment. (21:12)
-Trusts and LLCs for real estate investments. (28:13)
-Trusts, bank accounts, and property sales. (38:43)
-Business structure and taxes for real estate investors. (45:13)
-LLC formation and taxes. (53:59)
-Private foundation rules and tax implications. (1:02:31)
-5% expenditure rule for non-profit foundations. (1:15:56)
-Charitable Trusts and foundations. (1:24:48)