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Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions

Event Series Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions

Faculty: N. Todd Angkatavanich, Jill Choate Beier, Keri D. Brown, John Draneas, Bradley J. Franc, Beth Shapiro Kaufman, Jason Lacey, Stephen Liss, Stephanie Loomis-Price, Briana Loughlin, Katie Lynagh, Robert Moore, Benetta Park, Natalie M. Perry, Lee M. Stautberg, John R. Strohmeyer, Gene Wolf, Geraldine A. Wyle

2024 Southeast Regional Meeting

Savannah, Georgia Thank you to all who attended the 2024 Southeast Regional Meeting! We are excited to announce that the 2025 Southeast Regional Meeting will be held in beautiful Hilton Head, South Carolina on October 30 – November 2. Please mark your calendars and save the date. Professional Program materials can be found linked below. […]

New Mexico Fellows Breakfast Meeting

Albuquerque Country Club 601 Laguna Blvd SW, Albuquerque, New Mexico, United States

Our next NM ACTEC breakfast meeting is scheduled for October 26, 2024, at 10:00 a.m. at the Albuquerque Country Club. The default plan will be to discuss recent New Mexico appellate decisions.  However, if there are other discussion topics that you'd like discussed, please contact Greg MacKenzie.

2024 Iowa Fellows Meeting

The Davis Brown Tower 215 10th Street, Suite 1300, Des Moines, Iowa, United States

The Davis Brown Tower, 215 10th Street Ste. 1300, De Moines, Iowa 50309

2024 Washington ACTEC Fellows Dinner

Hyatt Olive 8 1635 8th Ave, Seattle, Washington, United States

Join ACTEC Washington State Fellows at a dinner in Seattle sponsored by Laird Norton Wealth Management.

Arizona Fellows Meeting & Dinner

Central Arts Plaza 1850 N. Central Avenue, Suite 1200, Phoenix, Arizona, United States

Wi-Fi for the meeting: CapGuestWifi Guest@1850  The meeting will be held in the Central Arts Plaza, 1850 N. Central Avenue, Suite 1200, Phoenix, AZ 85004. The meeting will take place […]

New Jersey Fellows December Workshop

Our next workshop will be on December 3, 2024. It will be by Zoom.  We will start at 5:30PM. We will be joined by ACTEC President Susan Snyder. Glenmede has agreed […]

2024 Great Lakes Regional Meeting

The Westin Michigan Avenue Chicago 909 Michigan Ave, Chicago, Illinois

Greetings Fellows! Stacy Singer, state chair, welcomes you to Chicago, IL, for the 2024 Great Lakes Regional Meeting. General registration for this meeting has closed. Late online registrations can still […]

Southeast Pennsylvania Fellows Breakfast

ASTM International 100 Barr Harbor Dr, Conshohocken, Pennsylvania, United States

Our next event of the year will be held on December 9 from 7:45am - 8:45am at the ASTM Building, Room 403. If you plan to attend, please RSVP to […]