Recommendations submitted are pursuant to Notice 2021-28, 2021-18 I.R.B. 1130.
Tips for wealth managers to share with clients to prevent cybercrime and identity theft, from a former FBI cybersecurity agent.
A summary of IRS guidance issued due to COVID-19, Notice 2021-10, to qualified opportunity funds investors and qualified opportunity fund zones.
ACTEC submits a Report with recommendations to revise IRC Section 6166 and to propose the enactment of a new IRC Section 6166A.
Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts.
Advice to help your business clients transfer their business interests using a defined purchase agreement.
The CTA was enacted into law as part of the National Defense Authorization Act for Fiscal Year 2021 in response to RIN 1506-AB49 and FINCEN—2021—0005 (ANPRM).
What are the issues posed by silent trusts? Are designated representatives a solution to silent trusts? Learn more.
Two ACTEC Fellows discuss how cultural competence can help trust and estate attorneys be more effective in practices with increasingly diverse clients.
ACTEC releases its video, The Importance of Cultural Competence in Estate Planning, in honor of Asian American and Pacific Islander Heritage Month.