Estate and Gift: The Complete Valuation Package (A BVR Workshop)
BVR's Interactive Web Workshops
Tuesday, May 24, 2022
10:00am-2:00pm PT • 1:00pm-5:00pm ET
The recording and transcript for this webinar are available to subscribers:
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- Background and primer—70 minutes:
a. Revenue rulings and Chapter 14;
b. Key seminal court cases;
c. Special focuses on gift and estate reports; and
d. Update on recent important cases.
- Valuation techniques—65 minutes:
a. Specific considerations of approaches to value;
b. Cash-flow adjustments and level of value;
c. Tax affecting pass-through entities; and
d. Built-in capital gains.
- Discounts—45 minutes:
a. Operating company discounts for lack of control;
b. FLP and LLC (holding company) discounts for lack of control;
c. DLOM; and
- Other—45 minutes:
a. Working with an attorney;
b. Other estate planning structures (freeze);
c. IRS challenges; and
d. Potential tax law changes.
- Trace how seminal court cases and revenue rulings have shaped current valuations for gift and estate;
- Participants will be provided helpful hints in addressing IRS challenges;
- Describe Chapter 14 and when its consideration is key;
- Restate examples of different treatment of pass-through status in valuation and learn about tax court cases involving pass-through treatment; and
- Identify key elements of governing documents that affect discounts applicable to a subject interest—and the differences in market evidence used for support.
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