ACTEC released today its video on the importance of updating vital records for those who identify as LGBTQ, Transgender? How to Legally Change Your Name, Gender and Vital Records. This is the second video in its monthly informational series – Planning for a Diverse and Equitable Future, a project of ACTEC’s Diversity, Equity and Inclusivity Committee, funded by The ACTEC Foundation.
Author: matrixsuperadmin
ACTEC today released the first video in its newly developed series – Planning for a Diverse and Equitable Future.
The ACTEC Board of Regents of met during the Virtual Fall Meeting to consider nominations for a new class of Fellows. The College is pleased to announce that 33 individuals were elected. This select group spans the US and includes three international Fellows representing Canada, Cayman Islands and the Channel Islands.
Fellows of ACTEC share their planning expertise via a new resource portal accessible to assist individuals, families, trust and estate lawyers, students and wealth management professionals.
ACTEC today announced the submission of two-part regulatory comments to Treasury and the Internal Revenue Service (IRS) addressing issues raised by changes to required minimum distributions (RMDs) after the death of an employee, found in Section 401 of the SECURE Act of 2019.
ACTEC has issued a statement regarding recent events stoking civil unrest, delineating the College’s position and commitment to the renouncement of racism in all its forms.
ACTEC submitted recommendations pursuant to Notice 2021-28, 2021-18 I.R.B. 1130, which invites recommendations for items that should be included on the 2021-2022 Priority Guidance Plan. ACTEC recommended two distinct proposals in their submission to the Internal Revenue Service.
The College is pleased to announce that 32 individuals were elected. This select group spans the US and includes six international Fellows representing Hamilton, Bermuda; Sao Paulo, Brazil; Milan, Italy; Zurich, Switzerland; and Tel Aviv, as well as one Academic Fellow.
ACTEC today released “Getting Your Affairs in Order: Essential Legal Documents” an ACTEC Family Estate Planning Guide video providing relevant information about legal documents Americans should have in place for emergencies like COVID-19.
ACTEC today released a 100th podcast special episode underscoring the significance of its now weekly series, ACTEC Trust and Estate Talk, launched in 2018. ACTEC podcasts offer the expertise of Fellows who provide best practice advice, insights and commentary on subjects relevant to those in the wealth management profession.