Steve Akers: ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)

Steve R. Akers, Senior Fiduciary Counsel, Bessemer Trust, has made available for download his comments on the ACTEC 2019 Summer Meeting. The summary is as follows:

The 2019 ACTEC Summer Meeting was held in Vancouver, British Columbia, on June 26-29, 2019. A summary of observations from the seminars at the meeting is available on the link below.

The meeting included one day of seminars from a program titled “Restocking the Trust Advisor’s Toolkit with Income Tax Planning Strategies.”  

In addition, the program included three panels discussing various issues, including cross border issues with Canada.

• Money laundering and terrorist financing fight– measures that impact lawyers;

•. U.S./Canada cross-border planning issues; and

•. Cross border considerations for clients who travel and live internationally.

Click here to view Mr. Akers’ summary of the ACTEC meetings.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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