2024 Personal Trust Q&A Podcast
2024 Personal Trust Q&A
2024 Personal Trust Q&A Podcast
Personal Q&A Call 06/12/24
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See the Video Recording here:
https://zoom.us/rec/play/Gu5UTyh0qE78lELkWutZm7MqA3YlQ2etlaBQq-CdWrD7dhw8-EnSNMm1REqj87hIwXivdzf99lhNKXrh.faRsOVw8gvP8UYSy?autoplay=true&startTime=1718208125000
Access the Live Transcript here:
https://otter.ai/u/YeKZU6a1ESKV6cv6iANstBi21R8?view=summary
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Outline:
- Trusts, taxes, and business protection with clients. (10:34)
- Trusts, investments, and certification for wealth management. (23:04)
- Using a Wyoming statutory company as a trustee for a trust. (27:26)
- Trusts, PTC, and IRS regulations. (33:08)
- Payment processing for a personal trust and business trust. (39:05)
- Creating divisions and trusts for business and personal assets. (46:43)
- Training podcasts and client emails. (51:08)
- Dog ownership and loss, with new puppy Kai. (57:33)
-Trusts, businesses, and tax deductions. (1:01:32)
- Trusts, taxes, and asset protection for individuals avoiding taxes. (1:09:15)
- IRS tax filing and penalties. (1:16:03)