Podcast
Questions and Answers
What IRS form is primarily discussed in the context of fiduciary responsibility?
What IRS form is primarily discussed in the context of fiduciary responsibility?
- Form 1040
- Form 2848
- Form 56 (correct)
- Form W-2
According to the discussion, what is the primary function of the proxy nickname in relation to the estate?
According to the discussion, what is the primary function of the proxy nickname in relation to the estate?
- To act as the trustee of the birth certificate trust.
- To stand in place of the taxpayer for all IRS communications.
- To serve as the grantor, settler, and beneficiary, ensuring the estate is properly managed. (correct)
- To act as the fiduciary and manage the estate's assets.
What document is mentioned as being essential to express the instructions to the trustee concerning the birth certificate?
What document is mentioned as being essential to express the instructions to the trustee concerning the birth certificate?
- Entitlement Order
- Commercial Security Agreement
- Trust Agreement (correct)
- Birth Certificate
What action does Jennifer suggest to take if a 'frivolous' tax return has already been filed?
What action does Jennifer suggest to take if a 'frivolous' tax return has already been filed?
What strategy is recommended to manage existing tax liabilities before a status change with the IRS is complete?
What strategy is recommended to manage existing tax liabilities before a status change with the IRS is complete?
According to the discussion, If a woman said "I would never manipulate you," what is a key factor in trusting that statement?
According to the discussion, If a woman said "I would never manipulate you," what is a key factor in trusting that statement?
What is 'Nunk Pro Tunk' ( Nunc Pro Tunc ) and how does it relate to the Commercial Security Agreement?
What is 'Nunk Pro Tunk' ( Nunc Pro Tunc ) and how does it relate to the Commercial Security Agreement?
What is the recommended approach regarding fraud?"
What is the recommended approach regarding fraud?"
When sending in a letter to withdraw a tax return, what signature is required?
When sending in a letter to withdraw a tax return, what signature is required?
Besides the Entitlement Order itself, what document should also go Treasury?
Besides the Entitlement Order itself, what document should also go Treasury?
Once completed, what should be done to ensure something happens once the Entitlement Order is sent in?
Once completed, what should be done to ensure something happens once the Entitlement Order is sent in?
When dealing with tax return, what needs filing if a withrawal has been issued?
When dealing with tax return, what needs filing if a withrawal has been issued?
When an IRS agent asks for a 56 form, what is he probably asking?
When an IRS agent asks for a 56 form, what is he probably asking?
What occurs upon the birth certificate transferring all titles, rights, and everything?
What occurs upon the birth certificate transferring all titles, rights, and everything?
What is the main consideration of the new, proxy name?
What is the main consideration of the new, proxy name?
After setting up an payment plan, can you keep communication with the IRS open?
After setting up an payment plan, can you keep communication with the IRS open?
After the trust agreement is in place, a letter to the IRS could mention?
After the trust agreement is in place, a letter to the IRS could mention?
With a lien already in place, is it effective to send in the Trust Agreement?
With a lien already in place, is it effective to send in the Trust Agreement?
Once can get to the position between grantee to grantor to trustee, who assumes this position?
Once can get to the position between grantee to grantor to trustee, who assumes this position?
If a friend says "Trust me" what is the key to trusting?
If a friend says "Trust me" what is the key to trusting?
Why is forgiveness important?
Why is forgiveness important?
With equity time travels, we can?
With equity time travels, we can?
When is is a red flag that something is odd or might be wrong?
When is is a red flag that something is odd or might be wrong?
Is it fraud when a company operates at a loss?
Is it fraud when a company operates at a loss?
To determine when the agreement of CSA should have been recognized, refer to?
To determine when the agreement of CSA should have been recognized, refer to?
Once commercial security agreement should be in place, one provides instructions to Trustee?
Once commercial security agreement should be in place, one provides instructions to Trustee?
If one gives a notebook but no direction, what could happen?
If one gives a notebook but no direction, what could happen?
When speaking with the Secretary, are IRS forms in a manner they can accept?
When speaking with the Secretary, are IRS forms in a manner they can accept?
Why are there separated courses?
Why are there separated courses?
Why isn't it good to share too much information?
Why isn't it good to share too much information?
Who/what controls corporations, outside of government?
Who/what controls corporations, outside of government?
What is it to "keep the ball in the air''?
What is it to "keep the ball in the air''?
Besides IRS codes, what Act may one use?
Besides IRS codes, what Act may one use?
With the CSA, should the new date match the old date?
With the CSA, should the new date match the old date?
Where/What area needs be addressed where Entitlement comes to order?
Where/What area needs be addressed where Entitlement comes to order?
The debt obligations is defined in?
The debt obligations is defined in?
Which is an element in an agreement?
Which is an element in an agreement?
Why do they have access to bank accounts with social?
Why do they have access to bank accounts with social?
In general, everyone is a . . .
In general, everyone is a . . .
Once one finds the green has been received, what does it mean for the CSA?
Once one finds the green has been received, what does it mean for the CSA?
What is the group primarily focused on achieving with the Form 56?
What is the group primarily focused on achieving with the Form 56?
What is the significance of the 'proxy nickname' in the context of IRS communication, according to the discussion?
What is the significance of the 'proxy nickname' in the context of IRS communication, according to the discussion?
Why is it important to avoid using the 2848 form, according to the discussion?
Why is it important to avoid using the 2848 form, according to the discussion?
If the IRS requests a copy of the Form 56, what does this indicate?
If the IRS requests a copy of the Form 56, what does this indicate?
What action is suggested to take after sending in an entitlement order?
What action is suggested to take after sending in an entitlement order?
Why is having a trust agreement crucial when endorsing a birth certificate and sending it back?
Why is having a trust agreement crucial when endorsing a birth certificate and sending it back?
How can one describe time travel with equity practices?
How can one describe time travel with equity practices?
What is the recommended action regarding existing tax liabilities before completing a status change with the IRS?
What is the recommended action regarding existing tax liabilities before completing a status change with the IRS?
According to the discussion, what is the optimal way to handle a situation where a woman says, 'I would never manipulate you'?
According to the discussion, what is the optimal way to handle a situation where a woman says, 'I would never manipulate you'?
Following the completion and notarization of a Commercial Security Agreement (CSA), what is the next recommended step?
Following the completion and notarization of a Commercial Security Agreement (CSA), what is the next recommended step?
When and how should the Entitlement Order be ideally submitted in relation to other documents?
When and how should the Entitlement Order be ideally submitted in relation to other documents?
What is an essential component to include when submitting an Entitlement Order?
What is an essential component to include when submitting an Entitlement Order?
After submitting the Entitlement Order with appropriate instructions, what action indicates the order is in effect?
After submitting the Entitlement Order with appropriate instructions, what action indicates the order is in effect?
In the context of IRS interactions, what does 'keeping the ball in the air' mean?
In the context of IRS interactions, what does 'keeping the ball in the air' mean?
Following the discussion, what is a potential resolution for a tax liability after confirming beneficiary status?
Following the discussion, what is a potential resolution for a tax liability after confirming beneficiary status?
When withdrawing a tax return, what type of return does the trustee need to file?
When withdrawing a tax return, what type of return does the trustee need to file?
Why is it recommended not to share too much information openly?
Why is it recommended not to share too much information openly?
Besides IRS forms and codes, what other document or act may be useful?
Besides IRS forms and codes, what other document or act may be useful?
When creating a Commercial Security Agreement (CSA), how should the dates be handled?
When creating a Commercial Security Agreement (CSA), how should the dates be handled?
Where would one register a corporation?
Where would one register a corporation?
When considering the statement that "Equity time travels", what primary action does it enable?
When considering the statement that "Equity time travels", what primary action does it enable?
In the context of managing tax debt, what is the significance of equity?
In the context of managing tax debt, what is the significance of equity?
Despite King Charles being head of state, the control of corporations is with . . .
Despite King Charles being head of state, the control of corporations is with . . .
If someone claims fraud, who has the burden of proof?
If someone claims fraud, who has the burden of proof?
What action is essential when handling the situation with a frivolous tax return?
What action is essential when handling the situation with a frivolous tax return?
In the context of the materials discussed, what is the primary importance of Gilbert's Law Summary?
In the context of the materials discussed, what is the primary importance of Gilbert's Law Summary?
What is the consequence of not forgiving a transgression?
What is the consequence of not forgiving a transgression?
When is it most effective to notify the IRS of a Commercial Security Agreement's existence?
When is it most effective to notify the IRS of a Commercial Security Agreement's existence?
What federal regulation relates to debt obligations?
What federal regulation relates to debt obligations?
Within the context of interactions with the IRS, what approach is recommended when addressing potential wrongdoings?
Within the context of interactions with the IRS, what approach is recommended when addressing potential wrongdoings?
Is the green card for the Commercial Security Agreement necessary before notarization?
Is the green card for the Commercial Security Agreement necessary before notarization?
Why is it important to show up with equities rather than with fraud?
Why is it important to show up with equities rather than with fraud?
Is it fraud for a company to operate at a loss?
Is it fraud for a company to operate at a loss?
What can happen if there is a letter without direction?
What can happen if there is a letter without direction?
The Entitlement order, among other papers, we are . . .
The Entitlement order, among other papers, we are . . .
In general the agreement regarding a CSA is . . .
In general the agreement regarding a CSA is . . .
Who is the 'Securities Intermediary'?
Who is the 'Securities Intermediary'?
Why does someone sign with the dr. scribble?
Why does someone sign with the dr. scribble?
What action demonstrates forgiveness?
What action demonstrates forgiveness?
What will the proxy communicate with the Secretary or government?
What will the proxy communicate with the Secretary or government?
When dealing with the IRS, what is the significance of the 'proxy nickname' in relation to the birth certificate trust?
When dealing with the IRS, what is the significance of the 'proxy nickname' in relation to the birth certificate trust?
According to the discussion, what action should be taken immediately after sending in an entitlement order?
According to the discussion, what action should be taken immediately after sending in an entitlement order?
In the context of the discussion, what is the significance of having a trust agreement in place when endorsing and sending back a birth certificate?
In the context of the discussion, what is the significance of having a trust agreement in place when endorsing and sending back a birth certificate?
With a tax liability from previous years and a lien already in place, what immediate action is recommended prior to a status change with the IRS?
With a tax liability from previous years and a lien already in place, what immediate action is recommended prior to a status change with the IRS?
What is the suggested approach for rectifying perceived fraud or errors with the IRS?
What is the suggested approach for rectifying perceived fraud or errors with the IRS?
According to the discussion, what role are the admin team and other participants taking on as fiduciaries of the trust?
According to the discussion, what role are the admin team and other participants taking on as fiduciaries of the trust?
What is the most likely outcome of not forgiving someone who has wronged you?
What is the most likely outcome of not forgiving someone who has wronged you?
With the Commercial Security Agreement (CSA), what is the significance of including the Grantor in the document?
With the Commercial Security Agreement (CSA), what is the significance of including the Grantor in the document?
Regarding equity, how can it enable 'time travel?'
Regarding equity, how can it enable 'time travel?'
Who is considered to be in control of all cooperations that form the government?
Who is considered to be in control of all cooperations that form the government?
Why is Gilbert's Law Summary being discussed?
Why is Gilbert's Law Summary being discussed?
Who needs the proof with the green card for the Trust Agreement?
Who needs the proof with the green card for the Trust Agreement?
There are several times where errors are committed, it is better to come in with _________.
There are several times where errors are committed, it is better to come in with _________.
Forgiveness is important, because _________.
Forgiveness is important, because _________.
When setting up that there is a Commercial Security Agreement in place, one does not need to go into a lot of detail.
When setting up that there is a Commercial Security Agreement in place, one does not need to go into a lot of detail.
Why is a small payment plan an important element to keep going?
Why is a small payment plan an important element to keep going?
If one says that the IRS committed fraud on you, who has the burden of proof?
If one says that the IRS committed fraud on you, who has the burden of proof?
Canada is in probate internationally, who is in the seat to overlook this?
Canada is in probate internationally, who is in the seat to overlook this?
If one has the mindset to be a good trustee, what's the next action?
If one has the mindset to be a good trustee, what's the next action?
With the CSA, is it okay to include today's date and 18th birthday?
With the CSA, is it okay to include today's date and 18th birthday?
Flashcards
Form 56
Form 56
A notice of fiduciary responsibility used within the IRS form system to identify the fiduciary.
Form 2848 (Power of Attorney)
Form 2848 (Power of Attorney)
A form that requires a signature from a tax attorney, CPA, or regular attorney to authorize communication with the IRS.
Spearheading knowledge
Spearheading knowledge
The act of actively trying to remember key information.
Withdrawing a tax return
Withdrawing a tax return
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Grantor Role
Grantor Role
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Grantee Role
Grantee Role
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Trust indenture
Trust indenture
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Nunc Pro Tunc
Nunc Pro Tunc
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Debt pile location
Debt pile location
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Equity Time Travel
Equity Time Travel
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Bank of London
Bank of London
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Bill of Exchange
Bill of Exchange
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Offer in Compromise
Offer in Compromise
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Tax Liability
Tax Liability
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Study Notes
- People convened on March 4, 2025, for an "Ask Us Anything" session.
Bob Seeger's "Turn the Page"
- A question was raised about whether not knowing the words to Bob Seeger's "Turn the Page" is a capital offense in Michigan.
- Thoughts about Michigan included the need to hook horses to a hitching post and not spitting on the sidewalk.
Victor Hanson
- One participant recommended a video featuring Victor Hanson, an advocate for Trump, stating that he presents impressive insights.
- Victor Hanson was involved with online college courses and is associated with Hillsdale College.
Hillsdale College
- Hillsdale College offers valuable videos on their YouTube page, particularly a series on the Constitution and founding papers.
- It was suggested that Hillsdale College's curriculum should be required for city, state, municipal, federal, and police personnel.
- Municipal law enforcement and armed forces members take an oath to the Constitution, but many are unfamiliar with its contents.
Form 56 Discussion
- The discussion revolved around IRS form 56 and its implications for fiduciary responsibility.
- The group spent three hours discussing the forms and how to utilize the notice within the IRS form system.
- The IRS system requires a form to communicate
- Participants shared their experiences with the IRS, including challenges in proving fiduciary status without proper documentation.
- Focus was placed on how to correctly identify individuals within the IRS system and incorporate information from the Treasury.
- People are trying to remove themselves as being the trustee
- Goal is to transfer that responsibility to someone else and are looking for the right parties to identify to notice this
Form 56 and the Treasury
- The possibility of involving the Treasury Department as the fiduciary was explored.
- People want the Securities Intermediary to be fiduciary, the trustee, and to communicate directly with the IRS.
- It was suggested that the proxy nickname talks with IRS agents
- Proxy nickname is the settler, grantor, and beneficiary, not trustee, so settlers can't inadvertently pick up the trustee position
- The IRS may request Form 2848 (power of attorney), but it requires a tax attorney, CPA, or regular attorney signature.
- An IRS agent asked for Form 56 to verify the sender's trustee status, to prove they are the fiduciary of that entity
- There is movement with proper paperwork as proof
- There a desire to marry IRS and Treasury together in the right way
System Fixes
- There is hope that improvements are coming with new systems, especially with IRS loadable documents.
- The IRS is reportedly planning to reduce its workforce, cutting wasteful spending.
Community Feedback
- An observation was made that the course facilitators handle the material better than previous instructors like Patrick, who got frustrated with repetitive questions.
- A desire for classes to be more streamlined, ensuring participants have completed necessary steps before advancing was expressed.
- The community is broad, ranging from those just starting out to those communicating with the Treasury.
- Group leaders Jennifer, Brenda, had been trying to keep a reign on too much information for those at different levels causing confusion
- The admin team are fiduciaries of the trust and bear responsibility to everyone in the process.
Tax Questions and Frivolous Forms
- A question was raised about handling frivolous forms.
- The advice was to withdraw the tax return initially and then decide whether to file a revised form after a few weeks.
- A withdrawn tax flagged as frilvolous will still raise flags on the account, and will likely require attention in the future, so plan on re-filing
- Goal is to stay ahead of the IRS
- Delay to beneficiary status to get solidified
- If a tax amount is owed, acceptance can occur on a 1040V which has it hit the estate
- Refiling or withdrawal must be done in the Dr. Scribble (authorized representative / trustee) because he would be filing as trustee of the security name
Proxy Communication with Government Trustees
- Clarification was sought regarding who communicates with government trustees.
- The proxy communicates as the grantor, ensuring the estate is managed correctly.
- Federal government / Secretary of Treasury acts as trustee
- The birth certificate transfers all titles to the grantor.
- The federal government is supposed to be the trustee the whole time, flipping the roles so we aren't trustee while they are beneficiary
Manipulation
- Concern about a woman claiming she would never manipulate someone in the group.
- Trust in the person is needed to navigate the potential statement.
Entitlement Order Discussion
- Discussion on endorsing birth certificates.
Entitlement Order: Rights and Obligations
- Clarification was provided on the entitlement order. The moment the Treasury receives it, you have the rights of entitlement over it.
- No obligation exists for them to reply.
- Need to communicate with them
- To see if they actually know what they did you are endorsing the birth certificate and sending it back
- People haven't heard about their endorsed birth certificates so they need instructions on what to do
- A trust document needs to be with the endorsed birth certificate expressing what they are supposed to do with it
- They can't hear certain people who are over 25
Taxpayer Owing Money
- A taxpayer owes the IRS money, the recommendation was to keep communicating with them and send correspondence
- Can taxpayer (prior to status change) do a bill of exchange to use their birth certificate to set off those? - No, there's to high of a risk (for entertainment porpoises)
- Important to come with clean hands, what is in people's arsenal to set things of?
- Stuck in that mess middle is a real thing
- While acting on the half of the trustee can an exchange to take place? It is risky
- Is better to set up payment plan to keep ball going and getting trusted agreement packet delivered
- It is possible to get into contact, either by writing a letter out by the phone, in order to work with the IRS to take care of what is owed
- You can be up front and try to make agreement
- Then need the status to be completely changed and everything to be in the system
- The authority from proxy from the settler can come until the trust agreement is in and the right forms are to the IRS
IRS Communication Strategies
- While you're trustee there needs to be communication like commercial security agreements
- It gives them enough time to deposit it and set up the account correctly
- No mention that entitlement orders were sent with that registered mail that was delivered
- Make references what steps are being implemented
IRS and Forgiveness
- A lot of contact and communication that has equity will influence things
- IRS will negotiate with them and forgive a lot of debt
Equity Time Travel
- Equity time travels. No time limit to fraud.
Frauds
- Anyone claiming a fraud needs to prove as well
- It's better to focus being ground tour and fixing the problem instead of committing frauds
Forgiveness Important
- Forgiveness can be for anyone
Canadian Probate
- Canada is in probate internationally
- King Charles is head of state
- Who were they talking with?
- Canada is a court
- There will be a corporation termination if bankcruptcy
Bank and FDIC
- Bank of London under the crown is the Worldbank
- Can't bank without social
CSA Agreement Form
- There can be a question about security agreement form
- RF number goes on top
- The CSA needs to have date of the 18th birthday for Nunck Protonk. People are doing it from beginning
- Then the present form is required date for the signature, which the first sign of current value of trust
- Security agreement as proxy is taking a step to make thing's better
- 2 parties where something happens in
- Trust is between birth certification and proxy
- Has to make sure everything goes back to 18th birthday.
Entitlement Order Letter
- Sent out can be done quickly
- Entitlement is with agreement or trusted
- Mention commercial security agreement
Canada Being Liquidated
- All the Corporation are formed in Worldbank
Additional Notes
- When you are paying, it must be through federal reserve note, which is not an taxable even
- 18USC with all bill and debt and notes of states
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