ACTEC Foundation 2024 Summer Meeting Newsletter
President’s Message
Welcome to the Summer 2024 edition of The ACTEC Foundation Newsletter! I hope that this June finds everyone happy and healthy. I am pleased to report that The ACTEC Foundation is in good financial health with many exciting projects on the horizon. First and foremost, I am happy to report that the 2024 Longest Drive Challenge raised over $44,000! Please read the full story later in the Newsletter.
Also, The ACTEC Foundation-funded Trust and Estate Talk podcast series has reached an important milestone – be sure to read about it in this Newsletter! >> Click on a button below to read more.
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Latest ACTEC Trust and Estate Talk Podcasts
Qualified Business Income (QBI) Deductions Post-OBBBA
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.
How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.
Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.
