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EST2304 - Valuation issues in Estate Planning

‐ Jun 5, 2023 12:05pm

This session will address various valuation issues practitioners should be aware of when advising clients on estate planning matters. The discussion will include a review of basic valuation principles as well as recent developments.

Learning Objectives:

  • Recognize likely focus areas during an IRS exam
  • Calculate taxpayer penalties for overstated asset valuation
  • Identify necessary components for a qualified appraisal
  • Explain the more comment types of valuation discounts
  • Understand defined value clause transfers





Concurrent Session Onsite and Online

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