ACTEC Foundation 2023 Annual Meeting Newsletter
President’s Message
This is it – my last message as the President of The ACTEC Foundation. These three years have been interesting to say the least – my first few meetings as ACTEC Foundation President were conducted virtually. In fact, all of The Foundation’s business was conducted virtually during the pandemic, a shift in culture felt throughout the world. The Foundation learned, as we all did, to exist as a virtual organization. It’s only now, in my last year, that we’ve been able to meet and conduct The Foundation’s business in person. >> 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.
