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If anything can match the wealth of valuation opportunities in estate and gift tax it is surely the every-changing nature the laws and guidelines applying to this field. Over 2009 alone IRS rules have placed new burdens on estate and gift tax valuations, making it even more important – and difficult – for appraisers to stay on top of the current legal arguments and technical analyses that apply to the area of estate and gift tax.
In this presentation, Linda Trugman, author of BVR's forthcoming Guide to Valuation Issues in Estate & Gift Tax joined Jay Fishman and Chris Treharne for a 100-minute presentation on what every appraiser needs to know when confronted with the evolving world of valuations for estate and gift tax purposes. For anyone practicing in this field, this presentation is a can't-miss event.
Program Agenda
Topics covered to include:
Overview & current state of estate valuation and FLPs
Penalties against appraisers
Qualified appraisal & appraiser standards
Current events in estate & gift tax
Internal revenue code
Relevant and recent court cases
Other current events
The engagement and report in estae and gift tax valuations
Learning Objectives
Familiarize yourself with new and emerging trends in estate & gift tax valuation
Learn how to overcome obstacles - both old and new - in this valuation area
Understand how to protect yourself when dealing with problem areas
Learn which changes in internal revenue codes, case law, and current events will have the greatest impact on valuation practices
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