IRS / Tax Guidance

Experts Analyze Tax Law and Guidance

ACTEC Fellows provide IRS guidance and the impact of tax regulatory changes and proposed legislation.

 

 

Levitan v. Rosen Case

Levitan v. Rosen Case

Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.

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The SECURE Act

The SECURE Act

Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts.

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