ACTEC Foundation 2022 Fall Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, focuses on the future of The ACTEC Foundation – what he calls “Foundation 3.0.” Learn what’s in store. Read about the contributions of graduates of the ACTEC Foundation-funded Dennis I. Belcher Young Leaders Program to ACTEC. If you would like to support the Rudy Ogburn Memorial Fund for the Southeast Fellows Institute, discussed in the President’s Message, make a donation today!
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Your Income Tax Charitable Deductions Are Different in 2026
Learn how the 2026 tax law changes impact charitable deductions, SALT limits, and QCD planning—especially for donors over age 70½ and high-income taxpayers.
Loss of the Portability Election: Estate of Rowland v. Commissioner
A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.
Gift Tax Blunders: Common Mistakes on Form 709
Common Form 709 mistakes can trigger costly GST and gift-tax consequences. ACTEC experts explain how to spot and fix DSUE, GST allocation, and gift-splitting errors.
