Apr 12 2024 88 mins
See the Video Recording here:
https://us02web.zoom.us/rec/play/YZHvCR6fIwxxvJbHZcaIs2Tm1bfSGlNjMW-ztW1goFqOEadRwM5V3uJcaw_FaWKEJ6w6rrKJCJ4uXqFa.booKXLX_h5tqctT6?autoplay=true&startTime=1708967194000
Access the Live Transcript here:
https://otter.ai/u/-WlmGaAYR_6LCCnBj9DtIfIemeQ?view=summary
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Outline:
- Notes, transcripts, and team updates. (19:42)
- Real estate investing and taxes. (26:26)
- Charitable donations and tax deductions. (32:00)
- Retirement accounts, RMDs, and trusts. (40:12)
- Accredited investor qualifications and trusts. (48:52)
- Accredited investor status and 1023/1024 forms. (52:28)
- Grants to individuals for non-profit organizations. (56:08)
- Trust distribution after beneficiary's death. (1:03:16)
- Estate planning, probate taxes, and event registration. (1:12:12)
- Trust updates and client questionnaires. (1:19:32)
- Client questionnaires and portal access. (1:27:19)
- Support packages and event registration. (1:35:20)
- Distribution of investments and documents. (1:42:04)