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Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)
Episode 233
The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make s…
3 years, 2 months ago
The Administration of a Closely Held Entity (Pt. 3 of 4)
Episode 233
In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities.
…3 years, 2 months ago
Formation of a Closely Held Entity (Part 2 of 4)
Episode 232
With part 2 of the Closely Held Entities, ACTEC's trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partners…
3 years, 3 months ago
An Illuminating Look at Closely Held Entities (Pt. 1 of 4)
Episode 231
Trust and estate experts introduce a 4-part podcast series on the main phases of the closely held entity: formation, administration, and possible liq…
3 years, 3 months ago
Moving Your Firm to the Cloud
Episode 230
Lawyers share tips for planning and successfully moving your firm's data and software to a cloud solution. Understand the benefits and risks in this …
3 years, 3 months ago
Supporting and Mentoring Women in Law
Episode 229
An experienced mentor and estate planning attorney offers tips on work-life balance, mentorship, and supporting women in trust and estate law.
The Am…
3 years, 4 months ago
Work-Life Balance: Recommendations for Attorneys
Episode 228
An attorney shares his recommendations for work-life balance and tips for setting boundaries, reducing stress, and setting an example for younger emp…
3 years, 4 months ago
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP)
Episode 227
International estate planning experts explain ACTEC's support of electronic apostilles, e-APPs, and the importance of apostilles to the trusts and es…
3 years, 4 months ago
Top 10 Recommendations for Planning Retirement Benefits under the SECURE Act
Episode 226
Planning for retirement benefits under the SECURE Act is complicated. Hear the top ten recommendations from a trust and estate expert when planning d…
3 years, 4 months ago
ACTEC's Comments on Section 2053 - Proposed Estate Tax Regulations
Episode 225
ACTEC comments on proposed regulations under IRS Code Section 2053, and the effects on estates seeking to deduct funeral and administrative expenses …
3 years, 5 months ago