Second Quarter 2015

  • Most Recent Version of Materials
  • Life Insurance Traps in Buy-Sell Agreements
  • Special Tax Issues Regarding Bequeathing S Corporation Stock and Partnership Interests
  • Disqualifying Traps for Irrevocable Grantor Trust Owning Stock in an S Corporation
  • Upcoming Events
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Bruce Stone Elected 2015-2016 President of ACTEC

ACTEC has elected Bruce Stone, of Coral Gables, Florida, to serve as 2015-2016 President. The Board of Regents of the College inaugurated the 2015-2016 officers and inducted 35 new Fellows during its recent Annual Meeting in Marco Island, Florida.​

First Quarter 2015

  • Most Recent Version of Materials
  • Retaining Basis Step-Up Using Leveraged Estate Plan
  • Income Tax Efficient Business Exit Strategies
  • Planning Tips for Trust Participation in S Corporations
  • Upcoming Events
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Fourth Quarter 2014

  • Most Recent Version of Materials
  • Do Higher Individual Rates Justify Using C Corporation?
  • Master Partnership to Save Future Capital Gain Tax
  • Trust Income Tax Opportunities
  • Upcoming Events (including the opportunity to receive free reports from the biggest estate planning conference in the country)
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