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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.
Program 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.
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