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AICPA & CIMA ENGAGE 2021


EST2112 - EST2112. Everything you need to know about business valuation discounts


Jun 8, 2021 11:15am ‐ Jun 8, 2021 12:30pm

Description

With potential changes to the estate tax exemption and rules on the horizon, business owners are expected to transfer ownership in their companies at significantly higher rates this year. This session will bring you up to speed on the latest trends and methods for discounting non-controlling, non-marketable interests in closely-held business interests and provide tips on how to support the discounts in the valuation report.

Learning Objectives:
  • Learn the factors that drive valuation discounts
  • Learn the primary methods and resources used to determine valuation discounts
  • Learn how to support valuation discounts in the valuation report
  • Learn the latest legislative changes impacting valuation discounts

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

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