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Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
Episode 346
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.
The American College of Trust and Estate Counsel, AC…
Published on 4 months, 2 weeks ago
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Episode 345
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.
The American College of Trust and Estate Counsel, ACTEC, …
Published on 4 months, 3 weeks ago
Using Technology to Improve Client Services in Your Practice
Episode 344
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
The American College of Trust and Estate Counsel, ACT…
Published on 5 months ago
Qualified Charitable Distributions (QCD) from IRAs
Episode 343
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+.
The American College of Trust and …
Published on 5 months, 1 week ago
New 90-Day Deadline to Report Partnership Transactions
Episode 342
The IRS and Treasury finalize rules on reporting certain partnership basis shifts as Transactions of Interest (TOIs), effective January 14, 2025.
The American College of Trust and Estate Counsel,…
Published on 5 months, 2 weeks ago
Avoiding Common Ethical Traps in Estate Planning
Episode 341
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications.
The American College of Trust and Estate Coun…
Published on 5 months, 4 weeks ago
The Potential Impact of Proposed Amendments to Circular 230
Episode 340
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand.
The American College of Trust and Estate Counsel, AC…
Published on 6 months, 3 weeks ago
IRA Estate Planning Ideas to Discuss with Your Clients
Episode 339
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
The American College of Trust and Estate Counsel, ACT…
Published on 7 months ago
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Episode 338
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why.
The American College of Trust and Estate C…
Published on 7 months, 1 week ago
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Episode 337
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
The American College of Trust and Estate Counsel…
Published on 7 months, 2 weeks ago