Description
Gain an understanding of the impact of gift and estate tax valuations.
Business owners have additional concerns when facing gift and estate planning. The determination of the value of such an asset brings unique challenges as well as estate planning opportunities. Business valuation professionals are uniquely able to guide such owners through tax compliance. This topic offers an overview of the concerns such a professional must consider to properly provide counsel to their clients, including guidance on emergent valuation industry practices related to gift and estate tax planning.
Date: 2023-05-11 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
* You will be able to identify the common areas of valuation related to tangible asset valuation and entity goodwill or intangible value.
* You will be able to explain the key characteristics that drive entity valuation in gift and estate valuations.
* You will be able to recognize the applicable premiums and discounts in gift and estate tax valuations.
* You will be able to describe the application of discounts and premiums for utilization in gift and estate tax planning.