See the Video Recording here: https://us02web.zoom.us/rec/play/5tX_Qvrr4DIMUAfFYNahL8Ir16dDcm3ifXCkjR5byk6dHx7pOMKCVJE08xui368uwmrhnXCYu5vW93Xy.RJqaGwwXl9oW0fzh?autoplay=true&startTime=1686585864000 Access the Live Transcript here: https://otter.ai/u/RDB_OdkAt_b2ijk8FDT63MvxeNo?utm_source=copy_url Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023eventThere are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!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/insuranceImportant Documents from this Call:Chart of Accounts for Personal, Business, and Foundations: https://docs.google.com/spreadsheets/d/1hymv8bIaSPCXqowvylYnatwaq2HzH2qJ734x8gUtVuE/edit?usp=drive_web&ouid=115143930428794792317Change of Name - Exempt Organizations | Internal Revenue Service: https://www.irs.gov/charities-non-profits/charitable-organizations/change-of-name-exempt-organizationsPrivate Foundations:1. Life Cycle of a Private Foundation: www.abundancegroup.com/lifecycleprivate2. Compliance Guide for Private Foundations: www.abundancegroup.com/complypfPublic Charities:1. Life Cycle of a Public Charity: www.abundancegroup.com/lifecyclepublic2. Compliance Guide for Public Charities: www.abundancegroup.com/complypcOther Links:1. Resources for Charities and Non-Profits: www.abundancegroup.com/charities2. Publication 526 - Charitable Contributions: www.abundancegroup.com/pub5263. Courses for tax-exempt organizations: www.abundancegroup.com/stayexemptIRS Exempt Organization Customer Service: (877) 829-5500Outline:-The importance of using Daily.ai. (0:00)-Using daily.ai for real estate investors. (3:01)-How to get people to subscribe. (6:11)-Questions from Mark and Laura. (10:14)-Public disclosure requirements for Private Foundations. (16:04)-Resources from IRS.gov. (20:37)-How do you get IRS assistance and information? (24:54)-DBA’s for foundations. (28:28)-How to change the name of your Foundation? (31:59)

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