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Migrating a Law Firm’s Software and Data to the Cloud

Migrating a Law Firm’s Software and Data to the Cloud

Sep 7, 2021 | ACTEC Trust & Estate Talk Podcasts, Business Planning, Technology Recommendations

Migrating a Law Firm’s Software and Data to the Cloud “Migrating a Law Firm’s Software and Data to the Cloud,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. Many firms...
Family Office Investment Partnerships

Family Office Investment Partnerships

Oct 6, 2020 | ACTEC Trust & Estate Talk Podcasts, Art & Alternative Assets, Business Planning, General Estate Planning, T&E Administration

Family Office Investment Partnerships “Family Office Investment Partnerships,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jonathan Michael, ACTEC Fellow from Chicago. What are the tax and business planning issues when...
Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners

Jul 9, 2020 | ACTEC Estate Planning Essentials Video Library, Estate Planning for Business Owners, Wills & Trusts

Estate Planning Considerations for Small Business Owners by ACTEC Fellows Natalie M. Perry and Michaelle D. Rafferty​ Small business owners need to plan for the transition of their company in their estate plan. Michaelle Rafferty and Natalie Perry, estate planning...
Business Entity Income Tax: Regulatory Rigidity Versus Flexibility

Business Entity Income Tax: Regulatory Rigidity Versus Flexibility

Jan 14, 2020 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration

Business Entity Income Tax: Regulatory Rigidity Versus Flexibility “Business Entity Income Tax: Regulatory Rigidity Versus Flexibility,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Ed Beckwith, ACTEC Fellow from...
Lessons Learned Regarding Law Firm’s Email Communication

Lessons Learned Regarding Law Firm’s Email Communication

May 7, 2019 | ACTEC Trust & Estate Talk Podcasts, Technology Recommendations

Lessons Learned Regarding Law Firm’s Email Communication “Lessons Learned Regarding Law Firm’s Email Communication,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Kathy Sherby, ACTEC Fellow from St. Louis. We’re going to...
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