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ACTEC Summaries

ACTEC 2020 Fall Meeting Musings

Case Summaries

Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts

ACTEC Summaries

ACTEC 2020 Annual Meeting Musings

Tax insights

Best Planning Ideas for Today’s Tax Laws

Case Summaries

Nelson v. Commissioner, T.C. Memo. 2020-81 – Valuation: Formula Transfers, Minority and Marketability Discounts, Multi-Tiered Discounts

Current Developments

Estate Planning Current Developments and Hot Topics (December 2020)

Case Summaries

2020-2021 Treasury-IRS Priority Guidance Plan

Case Summaries

The SECURE Act: What Estate Planners Need to Know

Wealth Planning

Is Now the Time to Consider a Spousal Lifetime Access Trust?

ACTEC Summaries

ACTEC 2020 Summer Meeting Musings