Error loading player: No playable sources found
FVC2345
Valuations for Gift and Estate Taxes: Review and Best Practices
Date
November 8, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA Forensic & Valuation Services Conference
The session will discuss valuations for gift and estate tax purposes. We will learn about past and current gift and estate tax court cases. We will also review available resources including the IRS and AICPA publications that assist valuation professionals in preparing reports for gift and estate taxes.
Learning Objectives
- Identify valuation rules for gift and estate tax purposes
- Distinguish between relevant research materials including AICPA’s Gift & Estate Tax Valuation Practice Aid
- Recall recent court cases in gift and estate tax valuations
Speakers
Natalya S. Abdrasilova, CPA/ABV, MAFF, CVA
Director of Valuation & Litigation Services, Boyle, Deveny & Meyer PC
Brian Burns, CPA/ABV/CFF, ASA, MAFF
Partner, Forvis Mazars LLP
General
Session Categories
Related Products
2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond
The session will explore current trends and engagement opportunities in the cannabis industry…
Trade Names, Brands and Trademarks – Valuation of intangibles
After providing an overview of the definition and what comprises each of Brands, Trademarks and Copyrights, we will discuss applicable valuation approaches followed by several case studies…
Cryptocurrencies and Crypto Companies: Regulatory Update and Valuation Challenges
Cryptocurrencies like Bitcoin and Ethereum enable people to make financial transactions without intermediaries like banks or financial institutions…
Update on Recent Valuation Cases
This session will discuss recent court cases relating to valuation techniques and methodologies. The session will review the relevant details of recent cases and discuss how the cases may affect valuation professionals…
