Intrinsic Value and Valuation Multiples

This webinar provides attorneys with an in-depth review of the salient valuation topics from the recent Tax Court decision, Pierce v. Commissioner.

The purpose of this webinar is to ensure attorneys understand how ongoing or anticipated transaction activity can significantly impact fair market value determinations for gift and estate tax purposes. Using the framework of IRS Chief Counsel Advice 202152018 and real-world transaction dynamics, the webinar addresses how potential or ongoing sales activity affects appraisals for gift and estate tax reporting.

In this timely theme of tax season, we are resharing Mercer Capital’s Navigating Tax Returns: Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals / Business Owners. The piece provides a practical framework for interpreting tax returns in the context of divorce, helping attorneys and divorcing parties identify income sources, evaluate assets and liabilities, and recognize areas that may warrant further analysis or forensic review.