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ACTEC Summaries

ACTEC 2020 Annual 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.

Tax insights
Jul 23, 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 (With Selected Cases)
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Case Summaries
Jul 13, 2020
Washington Update (July 13, 2020 )
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Case Summaries
Jul 13, 2020
Estate Tax Changes Past, Present, and Future (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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Case Summaries
Jul 13, 2020
Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Grantor Trusts, July 2020
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Case Summaries
Jul 7, 2020
Nelson v. Commissioner, T.C. Memo. 2020-81 – Valuation: Formula Transfers, Minority and Marketability Discounts, Multi-Tiered Discounts
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Case Summaries
May 4, 2020
Estate of Howard V. Moore, T.C. Memo 2020-40
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Case Summaries
Mar 23, 2020
Grieve v. Commissioner – Tax Court Rejects IRS Gift Tax Valuation Approach
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