Of late, much uncertainty has surrounded appraisals for estate and gift tax purposes. As financial experts watch judicial action and legislative inaction closely for signs of change and stability, the work of estate and gift appraisals continues with a singular constant: the Internal Revenue Service as reviewer.
In the Advanced Workshop on Estate & Gift Valuations for the IRS, expert Michael Gregory, a former territory manager with the IRS, joins BVR for an in-depth examination of what appraisers should know when performing a valuation for estate and gift tax purposes in light of IRS review. Join Gregory as he leads attendees through how the IRS views S-corp and FLP valuations, discounts for lack of marketability and control, and how appraisals work through the IRS structure, among other topics. For anyone preparing work that may be subject to IRS review, this intensive, four-hour workshop 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 firstname.lastname@example.org to your "safe list" to ensure you receive your Training Pack.