Corporate Transparency ACT (CTA) – Replay

The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.

South Carolina Fellows Lunch

We are planning on a lunch in Greenville on Monday, June 24, 2024. Please consider joining us in Greenville for an opportunity to catch-up, and let John Jolley at […]

Pennsylvania Fellows Zoom Meeting

Topic: Pennsylvania ACTEC Fellows Virtual Meeting Time: Jun 24, 2024 12:00 PM Eastern Time (US and Canada) Join Zoom Meeting Meeting ID: 854 7227 4205 Passcode: ACTECPA

2024 Summer Meeting

Fairmont Royal York 100 Front St W, Toronto, Ontario, Canada

Learn more about the plans for the 2024 Summer Meeting in Toronto.

Texas Fellows and Guest Dinner

51Fifteen Cuisine 5175 Westheimer Rd, Houston, Texas, United States

The Texas June Dinner will be held at the 51fifteen Cuisine & Cocktails restaurant. Thanks to our sponsor, Frost Bank.

Delaware Fellows Reception

The Wilmington Club 1103 N Market St, Wilmington, Delaware, United States

Please join us in welcoming our newest Fellow, Jenny Smith. Invitations have been sent via paperless post. Bessemer Trust Company of Delaware, N.A. is pleased to sponsor this event.

Texas Fellows and Friends Happy Hour

Fig & Olive 5115 Westheimer Rd, Ste C2500, Houston, Texas, United States

Please join us at Fig & Olive on Tuesday, June 11, for a Fellows and friends reception. Meet other Fellows, learn about ACTEC and make new friends. We hope to […]

Minnesota Fellows Dinner

The Lexington 1096 Grand Avenue, St. Paul, Minnesota, United States

LOCATION CHANGE: The Pool and Yacht Club is closed temporarily due to flooding on the Mississippi. The dinner will now be held at the at the Lexington in St. Paul. […]

Washington Fellows Meeting

Davenport Hotel 10 S Post St, Spokane, Washington, United States

WA Fellows have the option to attend virtually or in person. In person attendance includes breakfast and lunch and will take place in the Worthy Room. Please see the agenda […]

Indiana Fellows Dinner

Ruth's Chris 45 South Illinois Street, Indianapolis, Indiana, United States

We look forward to seeing everyone at the annual Indiana ACTEC Fellows dinner. This year, dinner will be at Ruth’s Chris on Thursday June 6th, 2024; following the first day of the 51st Annual Midwest Estate Tax and Business Planning Institute. This dinner is being generously sponsored by The National Bank Of Indianapolis. A formal […]

New Jersey Fellows Golf Outing

Mountain Ridge Country Club 713 Passaic Avenue, West Caldwell, New Jersey, United States

Our annual golf outing will be on Wednesday, June 5. Please RSVP via e-mail to Lisa Hawkins ( or fax (856) 795-0574 by Friday, May 24, 2024 using the below link. Event Agenda: 11:30 a.m. – Registration/Lunch1:00 p.m. – Golf5:00 p.m. – Cocktail Reception6:00 p.m. – Dinner In addition, if you are playing golf, please forward […]

South Carolina Fellows Meeting

Palmetto Club 1231 Sumter St, Columbia, South Carolina, United States

We are meeting in Columbia on Monday, June 3, 2024, at the Palmetto Club. Please let John Jolley know at by close of business on Thursday, 5/30 if you would like to be added to the list and for further details.