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The Legacy account: How to set up an IRS-Approved Investment account to get a 2018 charitable tax deduction without giving anything away | TaxGoddess Live Fireside Chat #9

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Innhold levert av TaxGoddess. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TaxGoddess eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Join Jonathon Morrison on our Fireside chat as he discusses about the legacy account. Jonathon is an expert on Tax and Estate planning. Watch the 3-part mini-series that was posted on our YouTube channel. Leaving inheritance to kids with a trust - Mini Series Part 1 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=qmAEUAtp13o&t=12s Assets protection made easy - Mini Series Part 2 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=2C_qXWnL5xE&t=38s The Poor mans' Private Foundation - Mini Series Part 3 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=tsH9C3F6b3A&t=78s To reach our Guest Jonathon Morrison, Call 6022772010 visit: https://www.frgalaw.com email: jmorrison@frgalaw.com Linkedin handle: https://www.linkedin.com/in/jonathonmorrison/ To reach TaxGodess tweet @TaxGoddess To reach TaxGoddess Live Producer email: taxgoddesslive@taxgoddess.com Download 10 ways to save ebook here - https://taxgoddess.com/10-ways-to-save/
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10 episoder

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Manage episode 220026354 series 2152676
Innhold levert av TaxGoddess. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TaxGoddess eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Join Jonathon Morrison on our Fireside chat as he discusses about the legacy account. Jonathon is an expert on Tax and Estate planning. Watch the 3-part mini-series that was posted on our YouTube channel. Leaving inheritance to kids with a trust - Mini Series Part 1 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=qmAEUAtp13o&t=12s Assets protection made easy - Mini Series Part 2 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=2C_qXWnL5xE&t=38s The Poor mans' Private Foundation - Mini Series Part 3 | Guest Jonathon Morrisson - https://www.youtube.com/watch?v=tsH9C3F6b3A&t=78s To reach our Guest Jonathon Morrison, Call 6022772010 visit: https://www.frgalaw.com email: jmorrison@frgalaw.com Linkedin handle: https://www.linkedin.com/in/jonathonmorrison/ To reach TaxGodess tweet @TaxGoddess To reach TaxGoddess Live Producer email: taxgoddesslive@taxgoddess.com Download 10 ways to save ebook here - https://taxgoddess.com/10-ways-to-save/
  continue reading

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