ACTEC Fellows provide IRS guidance and the impact of tax regulatory changes and proposed legislation.
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
An explanation of how and when separate share rules and the nuances involved with Income in Respect to the Decedent, IRD, and S Corporation stock.
An estate expert explains the options and complexity for the surviving spouse in a joint revocable trust following the death of the other spouse.
An expert shares best practices for T&E attorneys when preparing for a valuation, taking the deposition, and defending the witness.
Update on Corporate Transparency Act final regulations: experts explain requirements by the reporting company, beneficial owner, and applicants.
The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make sense not to liquidate.
In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities.
ACTEC Trust & Estate Talk Podcasts
