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Forensic & Valuation Services Conference 2020


FVC2005 - Advanced Valuation Issues in Gift and Estate Tax


Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Description

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:
  • Analyze current issues in gift and estate tax
  • Summarize recent case law in gift and estate tax valuation

Speaker(s):

Category: Concurrent Session Online

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