2022 Annual Meeting Newsletter
President’s Message
I hope this message finds all of you in good health and looking forward to a wonderful year. Despite the challenges of the last two years, I am happy to report to you that The ACTEC Foundation continues supporting projects in the trust and estate field that make us all better practitioners, thanks to your generous donations. Our work would not be possible without your help. >> Continue reading.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.
