2020 Annual Meeting Newsletter
President’s Message
It is with both sadness and pride that I pen my last message as President of The ACTEC Foundation. The last three years have been a wonderful challenge of raising awareness about the work of The ACTEC Foundation, raising money to support that work, and awarding grants to worthy recipients in the Trust and Estate field. Working with the Foundation’s very talented Board and extraordinary staff has been a joy. >> Continue reading.
Inside this issue:
- Biking for The ACTEC Foundation
- Spotlight on Grant Recipient, Danaya Wright
- Lloyd Leva Plaine Distinguished Lecture by Michael Greenwald
- Mary Moers Wenig Writing Contest
- 2019 ACTEC Foundation Doners
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
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.
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.