ACTEC Foundation 2023 Annual Meeting Newsletter
President’s Message
This is it – my last message as the President of The ACTEC Foundation. These three years have been interesting to say the least – my first few meetings as ACTEC Foundation President were conducted virtually. In fact, all of The Foundation’s business was conducted virtually during the pandemic, a shift in culture felt throughout the world. The Foundation learned, as we all did, to exist as a virtual organization. It’s only now, in my last year, that we’ve been able to meet and conduct The Foundation’s business in person. >> Continue reading.
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.