Using Empirical Data to Value Family Limited Partnerships

Recent scrutiny on the part of the Tax Court in reviewing discounts for lack of marketability and control has placed renewed emphasis on the accuracy and defensibility of these adjustments to limited partnership interest appraisals. In addition to objecting to how discounts are substantiated the Court has expressed dissatisfaction how empirical data is used to derive these discounts and the subjectivity in which those discounts were determined.

In "Using Empirical Data to Value Family Limited Partnerships," part 3 of BVR's Online Symposium on Estate & Gift Tax, expert Bruce Johnson explains the best practices by which to select and apply empirical data to FLP valuations. Given recent decisions from the courts and other reviewers Johnson's presentation is not to be missed.

IMPORTANT: Each Training Pack includes an MP4 video file, MP3 audio file, complete transcript, slide presentation in PDF format, and additional reading materials when available. Please note that Training Packs can take up to 4 weeks after the webinar to complete. Once available you will receive an email with a special link to download your Training Pack. If you are ordering a Training Pack after the 4 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.

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