Purchase the Training Pack ($199.00)
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.
Many business appraisers prepare opinions of value and corresponding reports for gift and estate tax filings. Tax issues surrounding applicable tax rates, corporate structure, and specific interest factors (control vs. minority, type of security) provide fertile ground for assumptions that may be subject to attack, in valuations that may have material impacts on the concluded value. This webinar offers practical, hands-on advice for the gift and estate valuation professional encountering these issues.
Program Agenda
Rates and jurisdictions
Depreciation and amortization assumptions
Net operating loss carryforwards
Current concepts for dealing with pass through entities
Built-in capital gains
Interest-specific factors
Learning Objectives
Identify areas in a valuation where taxes may impact concluded value
Learn why tax expense and tax attributes of assets affect the values of firms
Compute the effect of tax issues on values with adjustments to net income, rate of return and unrecorded tax liabilities
Distinguish alternative circumstances and alternative methodologies for dealing with tax issues, which may have different valuation impacts
Recognize jurisdictional facts and assumptions that may cause tax effects on values to vary
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
check your spam folder and add customerservice@bvresources.com to your “safe list”
to ensure you receive your Training Pack.
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.