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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

TaxGoddess Live's Podcast

English - October 30, 2018 00:00 - 46 minutes - 42.1 MB - ★★★★★ - 2 ratings
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Previous Episode: The Deferred Sales Trust - A unique & legal strategy to sell appreciated assets while deferring recognition of the gains | TaxGoddess Live Fireside Chat #8
Next Episode: How to achieve goals with strategic planning | TaxGoddess Live Fireside Chat #10 with Fred Kroin "The Executionist"

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: [email protected]

Linkedin handle: https://www.linkedin.com/in/jonathonmorrison/

To reach TaxGodess tweet @TaxGoddess

To reach TaxGoddess Live Producer

email: [email protected]

Download 10 ways to save ebook here - https://taxgoddess.com/10-ways-to-save/