ACTEC Foundation 2025 Annual Meeting Newsletter
President’s Message
Welcome to spring and the season of new beginnings and rejuvenation! I hope this season brings with it the rebirth of hope and joy, even as we keep in our hearts and minds those who could use some more light in their lives.
As we prepare for the Foundation Board of Directors meeting, we look forward to engaging in further discussions about our purpose and especially our mission. >>Click on a button below to read more.
In This Issue
- President’s Message
- Recent Foundation-Funded Programs and Initiatives
- Lloyd Leva Plaine Distinguished Lecture Series
- Mary Moers Wenig Student Writing Competition
- Dennis I. Belcher Young Leaders
- Thank you to Foundation Donors & In Memoriam Contributions
Latest ACTEC Trust and Estate Talk Podcasts
Avoiding Common Ethical Traps in Estate Planning
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications.
The Potential Impact of Proposed Amendments to Circular 230
The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!
IRA Estate Planning Ideas to Discuss with Your Clients
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.