Rocky Mountain Fellows Institute Class I, Session I
ACTEC Fellows from Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Texas, Utah, and Wyoming coordinate and manage the Rocky Mountain Fellows Institute.
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2024 Florida Fellows Meeting
Palm Beach, Florida
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 jjolley@jolleylawgroup.com know if you will be joining.
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 https://us02web.zoom.us/j/85472274205?pwd=3IS9Jos7TwvmtiaZpPO639MAnsDGu0.1 Meeting ID: 854 7227 4205 Passcode: ACTECPA
2024 Summer Meeting
Learn more about the plans for the 2024 Summer Meeting in Toronto.
Texas Fellows and Guest Dinner
The Texas June Dinner will be held at the 51fifteen Cuisine & Cocktails restaurant. Thanks to our sponsor, Frost Bank.
Delaware Fellows Reception
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
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 see you there! Please RSVP by emailing Texas Chair Lora Davis. lora@davisstephenson.com
Minnesota Fellows Dinner
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. Address: 1096 Grand Avenue, St. Paul, MN 55105. Thank you to our sponsors Capital First Trust Company and Bernstein.
Washington Fellows Meeting
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 below.
Indiana Fellows Dinner
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 […]