Podcast Episodes
Back to Search
2018's Priority Guidance Plan from the IRS and Treasury
Episode 39
Beth Shapiro Kaufman breaks down what wealth and tax advisors need to know about the IRS and Treasury's release of the 2018 Priority Guidance Plan.
T…
7 years, 7 months ago
Follow Up on the 2017 Tax Cuts and Jobs Act
Episode 38
Congress enacted the Tax Cuts and Jobs Act of 2017 which doubled the estate, gift, and generation skipping transfer tax exemption. Hear more about po…
7 years, 8 months ago
Section 199A and The 20% Deduction for Qualified Business Income
Episode 37
Discussion regarding Department of Treasury and the Internal Revenue Service's proposed regulations under Section 199A regarding 20% deduction for qu…
7 years, 8 months ago
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
Episode 36
ACTEC Fellow Hugh Magill's final episode in the lecture series discusses increased life expectancy of grantors, their beneficiaries, and the implicat…
7 years, 8 months ago
Estate Planning and Trust Management for a Brave New World: Part 3 of 4
Episode 35
ACTEC Fellow Hugh Magill continues his lecture by discussing how trusts need to evolve to serve new family dynamics and issues in designing trusts fo…
7 years, 9 months ago
Estate Planning and Trust Management for a Brave New World: Part 2 of 4
Episode 34
A presentation of how changing demographics and multiple generations impact the current world of estate planning and trust management.
The American …
7 years, 9 months ago
Estate Planning and Trust Management for a Brave New World: Part 1
Episode 33
Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial planni…
7 years, 9 months ago
Lending in the Probate Context | Spendthrift Clause in Will
Episode 32
What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.
The…
7 years, 9 months ago
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
Episode 31
The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valuat…
7 years, 10 months ago
How to Start the Formation of a Business Entity
Episode 30
A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast.
The American C…
7 years, 10 months ago