Purchase the Training Pack ($310.00)
to get the recording, transcript, and presentation materials for this webinar in a single download. Please allow up to 30 days after the webinar for the Training Pack to be available.
The transfer of estate assets from one generation to another can be complex depending on the business and personal holdings of the estate. The valuation of such is essential to the determination of the taxable portion of the estate and calculating the applicable estate tax exemption. Our valuation team will demystify the valuation process by discussing the aspects that go into the appraisal of the material assets of an estate, including any/all intangible assets, machinery & equipment, and real estate. This webinar is a can’t miss, as the presenters will dive into each of their respective disciplines in detail, provide examples, and discuss how their results are reconciled to / compared to each other to produce credible results.
Program Agenda
Discussion of the current state of affairs and the potential significant changes on the horizon as it relates to the estate tax exemption
Discussion/examples of the development of the valuation
Business valuations and intangibles
Real estate
Machinery & equipment
Case study (w/ a reconciliation of approaches)
Q&A
Learning Objectives
A knowledge of the current state of affairs and the potential significant changes on the horizon as it relates to the estate tax exemption
Identification of the material / applicable assets that should be considered in the valuation
In-depth discussions on the development of all three valuation approaches and how / when to apply them
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Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
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customerservice@bvresources.com.
