ACTEC Fellows provide IRS guidance and the impact of tax regulatory changes and proposed legislation.
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
Learn about the risks of using gift and estate tax exemption that could impact the use of the remaining gift and estate tax exemption.
An explanation of what donors need to consider when making a charitable donation to a nonprofit? What restrictions need to be thought through?
A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis.
An explanation of how the SECURE Act impacts special needs trusts, AMBTs, and disabled and chronically ill beneficiaries from experts in the subject.
Unique insight into possible estate and gift tax legislation, transfer tax legislation, during and following the 2020 election year.
Reviewing and creating estate planning documents – POA, medical directives and living wills during the COVID-19 pandemic.
ACTEC Trust & Estate Talk Podcasts
