Webinars

Recent & Upcoming Webinars

WEBINAR: Buy-Sell Agreements: Designing Valuation Processes
WEBINAR REPLAY: Buy-Sell Agreements: Designing Valuation Processes
The program examines the purpose of buy-sell agreements, key valuation provisions, formula-based and appraisal-based pricing methods, and alternative appraiser structures. It also addresses practical considerations for implementing and updating the valuation process, including timing, costs, funding terms, and appraiser continuity.
Read Now
WEBINAR REPLAY: Buy-Sell Agreements: What Estate Planners Need To Know
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.
Read Now
WEBINAR REPLAY: Valuing a Business for Estate Planning Purposes Amid a Potential Sale: What Estate Planners Must Know
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.
Read Now
WEBINAR REPLAY: Pierce v. Commissioner: Valuation Perspectives for Advanced Estate Planning Professionals
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.
Read Now