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See the Video Recording here:
https://us02web.zoom.us/rec/play/nis8jgSGe2gO7a7BzZfKJTC6HaE8xjhBDAKC-zUfJIRCoieQ8GW68sOYPaIbS3OSbTQhOAIVBUSWAKgc.U1CvDzO-5ud1goMv?autoplay=true&startTime=1710345511000
Access the Live Transcript here:
https://otter.ai/u/pz_NYdN-5fXvMbOivwkYXNNKF1w?tab=summary
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
-A gold fund's performance and upcoming payout. 10:10
-Buying and owning a Tesla, with a focus on the driving experience and legal considerations. 15:49
-Transferring assets to a trust for asset protection. 19:07
-Tax implications of selling personal assets to a trust. 27:03
-Trust management and investment approvals. 32:52
-Trusts, taxes, and investment strategies. 39:20
-Tax planning for personal residence sale. 46:11
-Property tax assessments in California. 53:33
-Handling a trust case with the assessor's office. 1:01:08
-Vehicle transfer documents and their requirements. 1:07:11
-Trusts, deductions, and taxes. 1:13:20
-Business trusts, tax laws, and real estate investing. 1:20:28
-Amending LLC operating agreements and client questionnaires. 1:27:10
-Client questionnaires and EINs. 1:33:43
See the Video Recording here:
https://us02web.zoom.us/rec/play/nis8jgSGe2gO7a7BzZfKJTC6HaE8xjhBDAKC-zUfJIRCoieQ8GW68sOYPaIbS3OSbTQhOAIVBUSWAKgc.U1CvDzO-5ud1goMv?autoplay=true&startTime=1710345511000
Access the Live Transcript here:
https://otter.ai/u/pz_NYdN-5fXvMbOivwkYXNNKF1w?tab=summary
Looking to invest in life insurance and leverage your Trust?
Creating a Wyoming Private Trust Company (PTC):
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support
Outline:
-A gold fund's performance and upcoming payout. 10:10
-Buying and owning a Tesla, with a focus on the driving experience and legal considerations. 15:49
-Transferring assets to a trust for asset protection. 19:07
-Tax implications of selling personal assets to a trust. 27:03
-Trust management and investment approvals. 32:52
-Trusts, taxes, and investment strategies. 39:20
-Tax planning for personal residence sale. 46:11
-Property tax assessments in California. 53:33
-Handling a trust case with the assessor's office. 1:01:08
-Vehicle transfer documents and their requirements. 1:07:11
-Trusts, deductions, and taxes. 1:13:20
-Business trusts, tax laws, and real estate investing. 1:20:28
-Amending LLC operating agreements and client questionnaires. 1:27:10
-Client questionnaires and EINs. 1:33:43