2020 Summer Newsletter
President’s Message
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation. Please make sure you check out his first Message from the President, as well as updates on Donors to the Foundation. Generous donors to The ATCEC Foundation from January 1 through May 5, 2020 are listed. If you’d like to see your name in the Fall 2020 newsletter, why not support one of the jockeys in the inaugural ACTEC Foundation Spring Derby? Seven jockeys are Running for the ACTEC Foundation official Mint Julep Cup, and bragging rights for a year.
Latest ACTEC Trust and Estate Talk Podcasts
The Dangers of Deferring Estate Tax
Explore the risks of deferring estate tax, including secret IRS liens, credit implications, and alternatives with insights from ACTEC experts.
Impact of the Connelly v. United States Decision
An estate planning attorney discusses the implications of Connelly v. US, buy-sell agreement, valuation of life insurance proceeds, Section 2703, and more.
A New Decision on Adequate Disclosure of Gifts
Understand the taxpayer victory and tax court decision in Schlapfer v. Comm’r that strict compliance with adequate disclosure regulations may not be necessary.