2024 Business/Foundation Trust Q&A Podcast

Hosted by Abundance Group Trust

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Feb 2025

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28 recent

February 28, 202541 min

Business Q&A Call 02/17/25

See the Video Recording here:https://us02web.zoom.us/rec/play/Ylajch0AvBQLwKU2d__7XrXJ2MpS2zgK_hhmNp_NKkb2XVI0Ef31OaPX4Bp4DzaReceR7mgKFRrDPhmJ.npBHdzfh-PmNLMD2?autoplay=true&startTime=1739811749000Access the Live Transcript here:https://otter.ai/u/EA9keWtNOvzF-TahSu4_B8A-nzU?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Meeting Introduction and Initial Discussions (1:08)- Stephanie's Questions on Trust Paperwork (11:12)- Detailed Explanation of Trust Paperwork (12:54)- Screen Sharing and Further Clarifications (19:45)- Discussion on Business Trust Bank Accounts (20:38)- Questions from Other Participants (25:53)- Clarifications on Investment Advisors and Trust Protectors (40:34)- Final Questions and Meeting Conclusion (45:04)- Meeting Wrap-Up and Next Steps (48:52)

February 28, 202552 min

Business Q&A Call 02/10/25

See the Video Recording here: https://us02web.zoom.us/rec/play/va2L3efMY4GQNbHFiIKEepnDDjTlfgJV2xlzUKos81uUkYHx-eLSwhJYBVgS2LalaebdfrFWrPV8UcqH.tl0ls-mAX69lUCbE?autoplay=true&startTime=1739207661000Access the Live Transcript here:https://otter.ai/u/JiioVxc30Lr7IJEbBX_elZfwvbQ?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Meeting Kickoff and Initial Questions (0:28)- Clarification on Contribution Dates (5:57)- Foundation Contribution Rules and Personal Trusts (7:23)- Handling Foundations After a Family Member's Death (11:29)- Linking LLCs to Business Trusts (15:34)- Healthcare and Trust Expenses (33:03)- Junior Trustees and Successor Trustees (44:35)- Wyoming LLC Continuation Process (48:24)- Meeting Conclusion and Personal Updates (50:47)

February 28, 202545 min

Business Q&A Call 12/09/24

See the Video Recording here: https://us02web.zoom.us/rec/play/MyH3rO_6UXOupZDrE651-mHbjiyo4mHXd5vCnj3YobQTBX7hq8q6TflHVSVN9ODtrCBaSKmt-GhgAAsh.ekfuR9DLNevVV88o?autoplay=true&startTime=1733763893000Access the Live Transcript here:https://otter.ai/u/EC1j0OId4qJTzyTSS1aa070yfME?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Year-End Planning and Tax Returns (13:42)- Introduction of Dr. Gina Gaudio-Grace and Meeting Kickoff (16:22)- Discussion on Salesforce Conference and New Referral Partners (18:30)- Newcomer Introduction and Health Update (21:18)- Corporate Transparency Act Update (24:58)- Trustee and Trust Protector Changes (28:01)- Asset and Liability Classification (33:51)- Divisions and Administrative Addresses (39:02)- Bank Account Issues and Referrals (46:34)- Final Questions and Meeting Conclusion (1:00:09)

February 28, 202546 min

Business Q&A Call 12/02/24

See the Video Recording here: https://us02web.zoom.us/rec/play/3C60xhiVzVx1BmrRCBuN4bea9a38GBYUZLK0BD4Df-pj4hxDdXAI90D6AVMuA6Yh0HUzjS5AbG8atSzj.h2InefCtg6YvHS5t?autoplay=true&startTime=1733159050000Access the Live Transcript here:https://otter.ai/u/-ulLNNTI6SQof0Zi1ojsnUZoTy0?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Holiday Greetings and Personal Updates (0:55)- Celebrations and PTC Questions (4:35)- Explanation of PTC and Business Trust Scenarios (7:14)- Clarifications on LLC and PTC Management (9:22)- Discussion on Multiple Managers and Trust Amendments (12:57)- PTC EIN Status and IRS Inquiries (22:35)- Loans and Taxable Distributions (27:49)- Foundation Filings and Soliciting Donations (38:59)- Final Questions and Meeting Conclusion (49:44)

November 20, 202439 min

Business Q&A Call 11/18/24

See the Video Recording here:https://us04web.zoom.us/rec/play/HALHtapQGqgyTV9DKf-j_zaOWfzP3mo_S5blmfmph38BoyXbms8SIfs91rb6ksxFvBDeKyeWarsMOtYZ.o2Rz3SOQr3SsNSgg?autoplay=true&startTime=1731949384000Access the Live Transcript here:https://otter.ai/u/QvTEuj-GmdPvGPWOhg_XsMLU8CY?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Celebrations and Introductions (0:42)- Question on Investment and Trust Division (5:27)- Impact of New Administration on Trusts (9:12)- FinCEN Paperwork and LLC Closure (12:16)- Handling EIN Numbers and FinCEN Reporting (16:33)- FinCEN Reporting for Trusts and LLCs (23:26)- Clarification on FinCEN Reporting for Trusts (29:42)- Conclusion and Next Steps (41:36)

November 18, 202432 min

Business Q&A Call 11/11/24

See the Video Recording here:https://us04web.zoom.us/rec/play/mbJrRIEMWfhgADLytNCpCHIE4LIwgELk0HD5yDEsMerHKz2Wg_eCdDDRFxTbdXypW2eiN8I_77bi0hyE.0P35p8UFAIFlSkmF?autoplay=true&startTime=1731344605000Access the Live Transcript here:https://otter.ai/u/1CXsvefXkyh8zFGzhtD00Zv1uFE?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Opening and Introductions (0:19)- Question on Opening a Bank Account for a Business Trust (4:31)- Discussion on Property Management Division Bank Account (7:29)- Clarification on Paperwork and Trustee Information (10:55)- Adding Trustees and Managers to Bank Accounts (21:06)- Prime Alliance Account Opening Experience (24:44)- AI Companion for Zoom and Account Types (27:15)- Celebrations and Updates (29:52)- Final Questions and Closing (34:26)

November 6, 20241 hr 13 min

Business Q&A Call 11/04/24

See the Video Recording here:https://us02web.zoom.us/rec/play/cp0kumQtK8-KhoO6RtPVZLTy6HNGPrc-_NkJPCbowbKKZltzGgZv-OMUpz2uNVNMNxVW3W53jKMxQLoV.mutaPW-1eLSuBgI0?autoplay=true&startTime=1730739700000Access the Live Transcript here:https://otter.ai/u/IzKyUm5RsGOh0a5TU9CBFU6gwTs?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Abundance Group Trust PTC Q&A Call Introduction (0:21)- Discussion on 1090-9C Issuance (3:02)- Further Clarification on 1090-9C (8:19)- Manager Agreement for PTC Manager (12:45)- Discussion on Canceling Debt and Interest (18:53)- Corporate Transparency Act (CTA) Reporting Requirements (46:04)- Clarification on PTC Document Delivery (58:42)- No Bark Spray Recommendation (1:08:54)- Final Remarks and Next Steps (1:13:34)

November 6, 202439 min

Business Q&A Call 10/28/24

See the Video Recording here:https://us02web.zoom.us/rec/play/grwDpBmE40l0F626AXFzszRhnAbCaRIhh5Q-rMNwAZMmdsvUcycUpI5G5eMgTIEB7JMEHALFi6-HhaYE.mwC2mDiBZROP9OUD?autoplay=true&startTime=1730131812000Access the Live Transcript here:https://otter.ai/u/46MLlS0OFRezPVzRWZ51pYQMP70?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Dr. Gina Gaudio-Grace's Personal Meeting Room: Initial Greetings and Apologies (0:18)- Celebrations and Personal Updates (14:15)- Question from Diana on Loan Options for Business Trust (15:38)- Discussion on 1090-9C Form and Cancelation of Debt (18:37)- Tax Filing Issues and Corrections (21:41)- Leasing Properties and Address Confusion (26:48)- Referral Fees and JV Broker Role (43:48)- Final Questions and Closing Remarks (48:06)

October 23, 202447 min

Business Q&A Call 10/21/24

See the Video Recording here:https://us02web.zoom.us/rec/play/AUhslHrgSv4TwHbK4r0XF0O9GWy5MvHbeVblcBC-i5ppF7bUa5CJ8dDgEvYrSniSRGF0wBK4b7v6vFtK.ZOAzUvLfHh3I7PQ6?autoplay=true&startTime=1729526768000Access the Live Transcript here:https://otter.ai/u/VEZowYAx6E5zAHSIWM8zc-tsiw4?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Technical Difficulties and Meeting Introduction (0:58)- Celebrations and Personal Updates (2:45)- Discussion on Gift Cards and Foundation Grants (7:19)- Foundation Audit Preparation and Documentation (11:45)- Cloud Peak and PTC Services Changes (17:34)- PTC and Business Trust Management (22:22)- Registered Agent Services and Virtual Offices (31:11)- Asset Protection and Fraudulent Conveyances (44:51)- Final Questions and Meeting Conclusion (51:37)

October 23, 202458 min

Business Q&A Call 10/14/24

See the Video Recording here:https://us02web.zoom.us/rec/play/RZzPAVCg3aqePAoR9GekscBFmsgITtVkV9Q6iqKzSJeJdxJA-vti_RdZXNi663gcHlSkpSZdxoX6spL6.nfhXjhpSnC9MxHPt?autoplay=true&startTime=1728922292000Access the Live Transcript here:https://otter.ai/u/cgQSR86sIsL6KCjrINNkBW_jZ_M?view=summaryLooking to invest in life insurance and leverage your Trust? Email us at insurance@abundancegroup.com or use the link below to receive your free quote!Get your free quote here: https://www.abundancegroup.com/insuranceCreating a Wyoming Private Trust Company (PTC): Pay for your PTC: https://.abundancegroup.com/ptcCreate an account: https://belgrovemanagement.comAfter creating an account, click the "messages" tab on the left side of the page and follow the instructions.Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024supportOutline:- Celebrations and Initial Questions (0:26)- Investment Advisory and Trust Expenses (4:56)- Corpus and Income in Trusts (10:22)- Medical Expenses and Demand Notes (16:19)- Business Trust and LLC Conversions (32:22)- Donations and Membership Reporting (50:08)