2018 Fall Meeting Newsletter
President’s Message
Welcome to the Fall 2018 ACTEC Foundation newsletter. The Foundation’s Board of Directors and I thank you for your continued support throughout the year. We are pleased to report on several initiatives funded by the ACTEC Foundation. >> Continue reading.
Inside this issue:
- Wealth Transfer Law Symposium
- Young Leaders Class of 2017 – 2019
- Mary Moers Wenig Winners Announced
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
An Introduction to Private Foundation Excise Taxes
Complying with regulatory restrictions of private foundations can be confusing. Understand the issues that may arise and how to avoid excise taxes from an expert on the subject.
A Primer on Private Foundations
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
An Introduction to Individual Charitable Deductions
What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert.