ACTEC Fellows Sarah Moore Johnson, Raymond C. Odom, and Professor Phyllis Taite This presentation connected the history and purpose of the estate tax to the current racial wealth gap. Specifically, the program reviewed […]
Webinars
IRS Commissioner Charles P. Rettig joined the 2022 Annual Meeting for a fireside chat style with Stephanie Loomis-Price. They discussed recent developments at the Internal Revenue Service, enforcement efforts, Covid’s […]
with ACTEC Fellows Austin W. Bramwell, Beth Shapiro Kaufman, Christine R.W. Quigley and moderated by Paige Ben-Yaacov Will Congress enact deemed realization at death? Raise rates? Lower exemptions? Crack down on GRATs, dynasty trusts or grantor […]
with ACTEC Fellows Turney P. Berry and Charles A. Redd The shifting landscape of tax laws in recent years and anticipated in the future makes post-mortem estate planning more important than ever. Even the […]
with ACTEC Fellows Jenny Hill Bratt, Paul S. Lee, Justin T. Miller and moderated by Michelle Graham Don’t guess and make a mess, how can you help founders find success in planning with QSBS? This […]
with ACTEC Fellows Robert W. Goldman, Adam T. Gusdorff, Gail E. Mautner and moderated by Cynthia G. Lamar-HartYou’ve worked hard to resolve your disputes, and the last thing you want to do is fumble as you […]
with ACTEC Fellows Dominic J. Campisi, Daniel Ebner, Jordan S. Weitberg and moderated by Margaret G. Lodise No matter how well you plan, unanticipated problems can arise. How you address the issues can be as important as […]
with ACTEC Fellows ACTEC Fellows Tasha K. Dickinson, Paul S. Lee, Carlyn S. McCaffrey, and Professor Mary F. Radford (moderator)
with ACTEC Fellows ACTEC Fellows James D. Lamm and Stephanie Loomis-Price, and guests Jeff Lanza and Ileana van der LindeThis program and supporting materials on cybersecurity and fraud prevention can help you understand how […]
with ACTEC Fellows ACTEC Fellows David C. Blickenstaff, Michael M. Gordon, and Michaelle D. RaffertyShhh… Can you keep a secret? What’s not a secret is that silent trusts are controversial – and your opinion […]