ACTEC has published Steve Akers Musings re the 2014 ACTEC Summer Meeting. His article begins as follow:
Some of my observations from the 2014 ACTEC Summer Meeting Seminars in Dana Point, California on June 19-21, 2014 are summarized below. (At the request of ACTEC, the summary does not include any discussions at Committee meetings.) This summary does not contain all of the excellent information from the seminars, but merely selected issues from the seminars that I attended. (Recordings of all of the seminars are not yet available.) The summary is based on the presentations at the seminars, but the specific speakers making particular comments typically are not identified.
Items 1-53 come from the “Stand Alone” program titled Alpha to Omega: Life Cycle of an Estate Plan. Items 54‒68 come from seminars with the general title—Planning for Clients Who HATE Taxes: Is There a Magic Wand?