Business Valuation Resources, LLC
BVR's 5th Annual Online Symposium on Estate & Gift Tax: Part 5

Recent Cases, Rulings and Interpretations in Estate & Gift Tax Valuation

Date: Tuesday, February 5, 2013
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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(click image for more information):

Linda B. Trugman
Trugman Valuation Associates, Inc.

L. Paul Hood Jr.
Attorney at Law
Paul Hood Services

Why You Should Atted
There has been uncertainty, of late, regarding the laws and regulations which govern estate and gift taxation. While elections and other issues have taken the spotlight, tax professionals, attorneys, and individuals have been left guessing at the future direction of these levies. All the while, the courts have continued, unabated, to weigh in on the existing tax laws and the methodologies used by professionals to determine their application.

In the fifth and final installment of BVR's 5th Annual Online Symposium on Estate & Gift Tax, expert attorney Paul Hood joins Linda Trugman, the series' curator, for an examination of how recent court decisions have and will impact valuations for estate and gift tax purposes. This discussion will include considerations of methodology, application, and interpretation, as handed down by courts, regulators, and professional bodies.


  • Intro
  • Review BV rules applicable in tax law
  • Review of selected recent tax decisions with a view toward spotting trends in business valuation
  • Consideration of the current state of business appraisal in the tax world
  • Questions

Learning Objectives

  • Learn how recent tax cases have impacted business appraisal
  • Understand the direction and meaning of trends within the courts
  • Learn what appraisers can do to protect themselves when preparing reports and testimony for the courts

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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)

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BVR's Guide to Business Valuation Issues in Estate and Gift Tax

While estate and gift tax issues is still one of the top revenue producers for business appraisers, this area of the valuation industry continues to face new challenges.

Issues such as tax-effecting S-Corporations, non-signing tax preparer penalties, and legal challenges from the IRS continue to complicate the estate and gift arena. It is crucial for appraisers practicing in this area to stay current with the legal arguments, regulations and technical theory that apply to estate and gift issues relating to the business valuation profession.

BVR's 5th Annual Online Symposium on Estate & Gift Tax
Recent Cases, Rulings and Interpretations in Estate & Gift Tax Valuation
Tuesday, February 5, 2013
Featuring: Linda Trugman and L. Paul Hood
OD Pack Past events from the Online Symposium on Estate & Gift Tax
Family Limited Partnerships: The Current Landscape
Tuesday, October 2, 2012
Featuring: John Porter
Non-marketable Investment Company Evaluation Method
Thursday, November 8, 2012
Featuring: William Frazier and Ashok Abbott
Using Empirical Data to Value Family Limited Partnerships
Tuesday, December 4, 2012
Featuring: Bruce Johnson
Pass-Through Entity Discounts for Built-In Capital Gains Taxes
Tuesday, January 8, 2013
Featuring: Mel Abraham and William Frazier

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