Engagement Letters for Estate Planners
ACTEC Fellow Anne M. McKinney
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New England Fellows Institute Class II, Session II
Created by ACTEC Fellows located in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
2024 Southern Regional Meeting
Thank you to all who attended the 2024 Southern Regional Meeting. Professional program materials can be found listed below.
Texas Fellows Lunch
If you are planning to attend the Texas Bar's Advanced Estate Strategies Course in Santa Fe on April 11 and 12, Texas Fellows will have their annual ACTEC Fellows lunch […]
The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond
ACTEC Fellow Beth Shapiro Kaufman
Southeast Pennsylvania Fellows Breakfast
Our next event of the year will be held on Thursday, April 18 from 7:45-8:45 am at the ASTM Building, Room 403. If you plan to attend, please RSVP to […]
Washington Study Group
2024 Ohio Fellows Meeting
Cleveland, Ohio
2024 Virginia State Fellows Breakfast
ACTEC Fellows Breakfast at the 45th Annual Conner-Zaritsky Conference – The conference will be held at the Omni Homestead Resort in Hot Springs, VA April 26-28. Virginia ACTEC will be […]
Downstate New York Fellows Cocktail Reception
More details to come!
Southeast Fellows Institute Class II, Session III
Created by ACTEC Fellows in Alabama, Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.
Corporate Transparency ACT (CTA)
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires certain business entities to report identifying information to FinCEN, including that of any beneficial owners – those who either hold at least at 25% ownership interest or who exercise substantial control over the reporting company.