ACTEC today announced that Kurt A. Sommer will serve as the 2023-24 President. Sommer, the Managing Partner with Sommer Udall Law Firm, P.A. in Santa Fe, NM, succeeds Robert W. Goldman of Goldman, Felcoski & Stone P.A. in Naples, FL.
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Developments in 2022 addressed valuation tools and rules (for valuing both assets and deductions), retirement plan distributions, IRS funding, IRS rulemaking, arbitration, gifts with retained benefit or control, flexible charitable remainder trusts, and split-dollar life insurance.
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