Engagement Letters for Estate Planners
ACTEC Fellow Anne M. McKinney
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The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
ACTEC Fellow Beth Shapiro Kaufman
Corporate Transparency ACT (CTA)
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.
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.
The Generation-Skipping Transfer Tax Exemption: Proper Allocation Techniques and Avoiding Common Errors (Replay)
ACTEC Fellow Beth Shapiro Kaufman
Modifying and Reforming Trusts in Estate Planning
Faculty - ACTEC Fellows: N. Todd Angkatavanich, Amy Heller, Kevin Matz, Adam Sherman
Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions
Faculty: ACTEC Fellows Farhad Aghdami, Nicole Pearl, Melissa Willms