IRS / Tax Guidance 18 - American College of Trust and Estate Counsel

Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone.

Planning for Common Scenarios Under the SECURE Act

Understanding the SECURE Act’s impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.

Updating Existing Estate Plans Under the SECURE Act

Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.

Looking Back at Our Most Popular Podcasts | 100th Special

Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.

Alternative Investments: An Investment Dream – A Planning Nightmare

Experts explain the characteristics of alternative investments, the risks associated with them, and how to identify the estate planning risks.

What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax

Social Security and Medicare, the federal and state income taxation of Social Security, the ability of dependents to receive those benefits, self-employment tax and more in this podcast.

Intrafamily Business Sales and Loans

What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they receive from the IRS and the courts.