January 11, 2018

Selected Highlights of the 2017 Tax Act and Estate Planning Considerations




Selected Highlights of Tax Cuts and Jobs Act and Estate Planning Considerations....

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LEGACY PLANNING INSIGHTS

ACTEC 2017 Fall Meeting Musings (November 2017)

November 2017



Seminars at the ACTEC 2017 Fall Meeting are summarized. The summary includes various ethical matters (about engagement letters, privilege, and technology issues) and creditor planning issues.

Please click here for the summary of the meeting seminars.

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ACTEC 2017 Summer Meeting Musings (Including "Life Cycle of a Charity")
(July 2017)

July 2017

Seminars at the ACTEC 2017 Summer Meeting are summarized. The summary includes information about “the life cycle of a charity” and the impact of religious, cultural and international variables in estate planning.

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Estate Planning Current Developments (through December 2017)

December 2017

This summary includes estate planning current developments, as well as an overview of tax reform efforts and planning considerations in light of possible tax reform

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BESSEMER INSIGHTS

Goldilocks or the Three Bears — Quarterly Investment Perspective (December 2018)

December 2017

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How America Shops and Why It Matters — Quarterly Investment Perspective (October 2017)

October 2017

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Lessons from the Peak — Quarterly Investment Perspective (July 2017)

July 2017

In our latest Quarterly Investment Perspective, "Lessons from the Peak," Chief Investment Officer Rebecca Patterson explores the current economic expansion and elongated stock market rally with perspective from the 2008-2009 financial crisis — and the lessons learned that can help us anticipate risks and opportunities as we look ahead.

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Bridging the Active-Passive Divide — Quarterly Investment Perspective (April 2017)

April 2017

In this Quarterly Investment Perspective, "Bridging the Active-Passive Divide," Chief Investment Officer Rebecca Patterson provides timely information about our investment outlook and current strategies.

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