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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
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