UPCOMING WEBINAR: Charitable Gifts of Business Interests - Planning, Timing, and Valuation
Charitable gifts involving closely held business interests and other complex assets can create meaningful planning opportunities.
Webinars
Gift, Estate, and Income Tax Valuation
WEBINAR REPLAY: Complex Capital Structures in Transfer Tax Planning - A Valuation Perspective
This program examines the increasing prevalence of complex capital structures in privately held businesses and the valuation challenges they present in gift, estate, and transfer tax planning.
WEBINAR REPLAY: Buy-Sell Agreements: What Estate Planners Need To Know
This webinar provides advanced estate planning attorneys with a comprehensive examination of buy-sell agreements in closely held businesses, focusing on their structure, valuation, and tax implications.
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
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.
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
This webinar provides attorneys with an in-depth review of the salient valuation topics from the recent Tax Court decision, Pierce v. Commissioner.