The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act “The Life Insurance Transfer for Value Rule after the 2017 Tax Reform Act,” that is the subject of today’s ACTEC Trust & Estate Talk. Transcript/Show Notes This is Birch Douglass of...
estate planning “The Impact of Tax Reform on Trusts After Divorce,” that’s the subject of today’s ACTEC Trust & Estate Talk. Transcript/Show Notes This is Margaret Van Houten of Des Moines, Iowa. Recent changes can have an enormous impact on existing...
“Basic Charitable Giving,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Cynda Ottaway, ACTEC Fellow from Oklahoma City. What are the fundamentals of basic charitable giving? To answer that question, you’ll be hearing...
“Qualified Opportunity Funds and Opportunity Zones,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. To discuss this interesting topic you will be hearing today from Kevin Matz,...
“Follow-up on last year’s Tax Cuts and Jobs Act.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. Last year Congress enacted a Tax Cuts and Jobs Act, and there may be some follow-up...
