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ACTEC Summaries

ACTEC 2020 Summer Meeting Musings

We are pleased to share our insights with our professional partners, including Heckerling and ACTEC meeting summaries, timely commentary on policymaking, and insights on a range of court cases.

ACTEC Summaries
Oct 20, 2020
ACTEC 2020 Summer Meeting Musings
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Current Developments
Sep 11, 2020
Estate Planning Current Developments (September 2020)
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Heckerling Musings
Aug 23, 2020
Heckerling Musings 2020 and Estate Planning Current Developments
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Case Summaries
Aug 20, 2020
Washington Update (With Selected Cases)
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Case Summaries
Aug 20, 2020
Estate Tax Changes Past, Present, and Future (August 20, 2020 )
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Case Summaries
Jul 24, 2020
Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts
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Tax insights
Jul 22, 2020
Best Planning Ideas for Today’s Tax Laws
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ACTEC Summaries
Jul 20, 2020
ACTEC 2020 Annual Meeting Musings
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Case Summaries
Jul 13, 2020
Washington Update (July 13, 2020 )
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Case Summaries
Jul 13, 2020
The Statute of Limitations and Disclosure Rules for Gifts, July 2020
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