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Counting Down, Counting Up, Flourishing: Part 2 of 4
Episode 349
Discover how positive psychology intersects with estate planning in Steve Akers' 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insi…
1 year ago
Counting Down, Counting Up, Flourishing: Overview
Episode 348
Explore how positive psychology and trust planning intersect in Steve Akers' "Counting Down, Counting Up, Flourishing" Trachtman Lecture preview.
…
1 year ago
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
Episode 346
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14.
The American Col…
1 year, 3 months ago
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.
Th…
1 year, 3 months 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 Ame…
1 year, 3 months 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…
1 year, 3 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…
1 year, 4 months 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.
…
1 year, 4 months 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 disqualificatio…
1 year, 4 months 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.
Th…
1 year, 5 months ago