A Primer on the Corporate Transparency Act (CTA) for Business Owners by ACTEC Fellows Glenn G. Fox and Raj A. Malviya The Corporate Transparency Act (CTA) mandates that certain businesses disclose detailed information about their beneficial owners to the Financial...
Estate Planning for Freelancers and the Gig Economy by ACTEC Fellows Natalie M. Perry and Douglas Stanley Estate planning for freelance or gig workers involves effectively managing income, taxes, and assets. They must maintain meticulous financial records, prepare a...
When and How to Use a Prenuptial Agreement Should you get a prenuptial agreement, aka premarital agreement, before getting married? How and when do you discuss a prenuptial agreement with your fiancé? What should you do if you plan on moving after getting married?...
Understanding Life Insurance Policy Ownership by ACTEC Fellows Lawrence Brody and Jonathan W. Michael Life insurance policies usually involve the owner, the insured, and the beneficiary. Can you be both the owner and the insured? What is an irrevocable life insurance...
Life Insurance Policies and Estate Planning by ACTEC Fellows Lawrence Brody and Jonathan W. Michael There are several types of life insurance policies on the market with varying degrees of risk. What are the advantages and disadvantages of each type? How do you...
What is Portability for Estate and Gift Tax? by ACTEC Fellows Jean Gordon Carter and Stephen W. Murphy What is portability and how does it affect the estate and gift tax exemption? Federal gift and estate taxes have implications at death and the surviving spouse has...
