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A discussion of recent case law in gift and estate tax valuation arena. Review of common gift and estate tax valuation issues and case law regarding marketability discounts, tax-affecting, valuation approaches, arbitrage, bona fide transfer issues, and promissory notes valuation. An update of AICPA Gift and Estate Practice Aid.
Learning Objectives:
Assess current issues in gift and estate tax
Summarize recent case law in gift and estate tax valuation
Speaker(s):
Natalya
S. Abdrasilova,
CPA/ABV, MAFF, CVA,
Director of Valuation & Litigation Services,
Boyle, Deveny, & Meyer PC
Chris
Mercer,
FASA, CFA, ABAR,
Chair,
Mercer Capital
