ACTEC Foundation 2022 Fall Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, focuses on the future of The ACTEC Foundation – what he calls “Foundation 3.0.” Learn what’s in store. Read about the contributions of graduates of the ACTEC Foundation-funded Dennis I. Belcher Young Leaders Program to ACTEC. If you would like to support the Rudy Ogburn Memorial Fund for the Southeast Fellows Institute, discussed in the President’s Message, make a donation today!
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.
