Business Valuation Resources, LLC

Valuation Issues in Estate & Gift Tax

Date: Thursday, March 4, 2010
10:00am-11:40am PT / 1:00pm-2:40pm ET

Earn 2 CPE credits
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Teleconference $99.00
On Demand Pack* $90.00
Teleconference and On Demand Conference Pack* $149.00

*Please note: CPE credit is not available through On Demand Packs

Featuring (click image for more information):

Linda B. Trugman
Trugman Valuation Associates, Inc.
Jay Fishman
Financial Research Associates
Chris D. Treharne
Gibraltar Business Appraisals, Inc.

Hear Linda Trugman
describe the program:

(Click to Play - Runtime 2'51")

Why You Should Attend:

If anything can match the wealth of valuation opportunities in estate and gift tax it is surely the every-changing nature the laws and guidelines applying to this field.  Over the past year alone IRS rules have placed new burdens on estate and gift tax valuations, making it even more important – and difficult – for appraisers to stay on top of the current legal arguments and technical analyses that apply to the area of estate and gift tax.

On Thursday, March 4, 2010 Linda Trugman, author of BVR’s forthcoming Guide to Valuation Issues in Estate & Gift Tax will join Jay Fishman and Chris Treharne for a 100-minute presentation on what every appraiser needs to know when confronted with the evolving world of valuations for estate and gift tax purposes.  For anyone practicing in this field, this presentation is a can’t-miss event.


  • Topics covered to include:
    • Overview & current state of estate valuation and FLPs
    • Penalties against appraisers
    • Qualified appraisal & appraiser standards
    • Current events in estate & gift tax
      • Internal revenue code
      • Relevant and recent court cases
      • Other current events
    • The engagement and report in estae and gift tax valuations

Learning Objectives

  • Familiarize yourself with new and emerging trends in estate & gift tax valuation
  • Learn how to overcome obstacles - both old and new - in this valuation area
  • Understand how to protect yourself when dealing with problem areas
  • Learn which changes in internal revenue codes, case law, and current events will have the greatest impact on valuation practices

BVR's Teleconference Usage Policy

Purchase of admission to any of BVR's teleconferences grants ONE phone connection and ONE computer connection per physical location per registration. Additional unregistered phone or computer connections are a violation of BVR's Teleconference Usage Policy, and BVR reserves the right to withhold CPE credits from both registered and unregistered users in violation of this policy.

Group Discounts Available

For group discounts on Teleconferences contact Linda Mendenhall at or (503) 291-7963 ext. 125.

CPE Credits for Unlimited Listeners

Have as many eyes and ears take advantage of your registered connections as possible:CPE credit is available for an unlimited number of listeners to any registered line.

To add listeners for CPE credit, contact customer service ( or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses. We welcome as many eyes and ears to take advantage of those connections as possible.

CPE Information

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

Business Valuation Resources, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
NASBA Sponsor

On Demand Packs: Conference Recordings & Transcripts

BVR's On Demand Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Each On Demand Packs includes:

  • Recordings and transcripts of the presentation
  • All presentation visual aides and handouts
  • All ancillary reading materials suggested by our presenters

For a complete list of available On Demand Packs from past teleconferences, click here.


BVR's Satisfaction Guarantee:
Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Jasmine Pearsall at: or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.