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Basic Charitable Giving

Basic Charitable Giving

“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

Qualified Opportunity Funds and Opportunity Zones

“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 the 2017 Tax Cuts and Jobs Act

Follow Up on the 2017 Tax Cuts and Jobs Act

“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...
Hot Topics in Estate Planning

Hot Topics in Estate Planning

“Hot Topics in Estate Planning.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Today, ACTEC Fellows Turney Berry of Louisville, Kentucky, and Kim Cohen of Boston,...
Confronting the Challenges of Tax Reform

Confronting the Challenges of Tax Reform

“Confronting the Challenges of Tax Reform,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Bart, ACTEC Fellow from Chicago, Illinois. At the end of 2017, President Trump signed a new Tax Act into law. To hit some of the...