2021 Fall Newsletter
President’s Message
I am pleased to introduce to you the 7th Class of Dennis I. Belcher Young Leaders. This year’s class includes four outstanding individuals: Brian Balduzzi of Philadelphia, PA; Caitlin Horne of Charlotte, NC; René Morency of Clayton, MO; and Melisa Seyhun of Chicago, IL. The Young Leaders program builds on ABA RPTE’s two-year Young Fellows Program to provide an additional two years of financial support for a diverse group of trust and estate attorneys. >> Continue reading.
In This Issue
- President’s Message
- Success of ACTEC Foundation Funding Series
- Tulane/ACTEC Symposium on Conflict of Laws in Trusts and Estates
- In Memoriam Contributions
- Thank you to 2021 Foundation Donors
Latest ACTEC Trust and Estate Talk Podcasts
Qualified Business Income (QBI) Deductions Post-OBBBA
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.
How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.
Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.