The ACTEC Foundation 2021 Summer Meeting Newsletter
2021 is already off to a galloping start for The ACTEC Foundation! Thanks to our five intrepid jockeys and the ACTEC Fellows who spurred them on with their generous contributions, we raised over $36,000 in the 2021 ACTEC Foundation Derby: The L. Henry Gissel, Jr. Race of the Yearlings. >> read more
In This Issue
- President’s Message
- Update: ACTEC Foundation Disaster Preparedness Task Force
- In Memoriam Contributions
- Mary Moers Wenig Writing Competition
- Thank you to 2021 donors
Latest ACTEC Trust and Estate Talk Podcasts
A presentation of how to discuss legal fees and expenses during trust and estate litigation and guidance from courts on the matter.
Tips for wealth managers to share with clients to prevent cybercrime and identity theft, from a former FBI cybersecurity agent.
Summary of IRS guidance issued due to COVID-19, Notice 2021-10, to qualified opportunity funds investors and qualified opportunity fund zones.