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Date: Thursday, September 29, 2016
Time: 10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar
Earn 2 CPE credits
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Featuring  (click image for bio)

Curtis R. Kimball
CFA, ASA
Willamette Management Associates
Z. Christopher Mercer
ASA, CFA,
Mercer Capital

About This Program

On August 4, 2016, the IRS published in the Federal Register a set of proposed new regulations under Chapter 14, Section 2704 of the Internal Revenue Code. These proposed regulations would have a significant impact on the valuation of private business entity interests for transfer tax (estate, gift, and generation-skipping) purposes. Join expert Curt Kimball and Chris Mercer for a dive into the valuation impacts and a discussion of what the IRS is attempting to do by promulgating these proposed regulations. In addition, there will be a discussion of the implications of the proposed changes to Section 2704 and how this affects long-accepted valuation standards and methods for determining fair market value of interests in family-owned private entities.

Agenda

  • Analysis of the proposed regulations
  • Review of their implications
  • Review comments that have been made to date by other practitioners such as members of the legal, financial planning, and business valuation communities
  • Review current and future estate planning transactions that may be done to adapt to the changes in the regulations

Learning Objectives

  • Participants will learn what the proposed regulations cover.
  • Participants will learn the implications of the proposed regulations with respect to valuation issues.
  • Participants will also be able to discuss planning and transactions that will involve valuations that will probably take place in anticipation of the changes to the regulations under Section 2704.

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)


Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor


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