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ACTEC Summaries

ACTEC 2007 Annual Meeting Musings

Case Summaries

Top Ten Estate Planning and Estate Tax Developments of 2019

Wealth Planning

Year-End Tax Law Impacts Every Taxpayer With an IRA or Other Retirement Account

ACTEC Summaries

ACTEC 2019 Fall Meeting Musings

Case Summaries

Washington Update (With Selected Cases)

Investment Management

Getting Invested

Case Summaries

CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock

Case Summaries

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

Maximizing Your Impact: Philanthropic Approaches to Meeting Today’s Needs

Active Management: The View From External Managers