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.
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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.
ACTEC today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held Friday, March 6, 2020 in Boca Raton, Florida. ACTEC’s Board of Regents is the governing body of the College.
ACTEC today announced that 12 new Regents were elected to its Board of Regents at the College’s Annual Business Meeting held virtually Tuesday, March 2, 2021.
ACTEC today announced that Stephen R. Akers will serve as the College’s new President. Akers, Managing Director and Senior Fiduciary Counsel at Bessemer Trust in Dallas, Texas succeeds ACTEC Fellow John A. Terrill, II from West Conshohocken, Pennsylvania.