In this episode, host and financial advisor Gregory Ricks and CPA Jude Heath dive deep into the complex world of entity registrations and charitable giving options. They discuss the new FinCEN beneficial ownership reporting requirements, including deadlines and penalties for non-compliance. The conversation also covers the intricacies of setting up charitable trusts and family foundations, highlighting the administrative challenges and tax implications. Listeners will gain valuable insights on how to properly structure their entities and maximize their philanthropic efforts while staying compliant with the latest regulations. Whether you're a business owner, tax professional, or someone looking to make a meaningful charitable impact, this episode is a must-listen to get the most out of the ever-evolving financial landscape.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
New Orleans - WRNO-News Talk 99.5 FM
Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
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