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Programs marked with Self-Study CPE icon are eligible for self-study CPE credits.


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Cover Image Date Aired Title & Information Topic Included in Desktop
Learning Center and
Training Passport
Included in Desktop
Learning Center Pro and
Training Passport Pro
Self-Study CPE
January 11, 2018

What Opportunities Can Exit Planning Provide?

Featuring: Vanessa Brown Claiborne (Chaffe & Associates, Inc.) and G.F. Gay Le Breton (Chaffe & Associates, Inc.)
Run Time: 1h 39m 38s
From: BVR's Webinar Series
Estate & Gift
 
December 13, 2017

Valuing Very Large Estates Holding Investment Assets

Featuring: William Frazier (Stout)
Run Time: 1h 44m 47s
From: BVR's Webinar Series
Estate & Gift
 
September 29, 2016

The IRS’ Proposed Section 2704 Regulations: The Impact on and the Future of Estate and Gift Valuation

Featuring: Curtis Kimball (Willamette Management Associates) and Z. Christopher Mercer (Mercer Capital)
Run Time: 1h 44m 43s
From: BVR's Webinar Series
Estate & Gift
 
December 18, 2014

Business Valuation in the Federal Tax System in 2014

Featuring: John Bogdanski (Lewis & Clark Law School)
Run Time: 1h 17m 2s
From: BVR's Webinar Series
Estate & Gift
 
September 9, 2010

Exit Planning & Succession Planning: Challenges & Opportunites Today

Featuring: James Andersen (Hemming Morse LLP) and Ronald Seigneur (Seigneur Gustafson LLP)
Run Time: 1h 50m 9s
From: BVR's Webinar Series
Estate & Gift
 
May 27, 2010

Valuing Tiered Partnership Structures

Featuring: William Frazier (Stout) and John Porter (Baker Botts L.L.P.)
Run Time: 1h 23m 43s
From: BVR's Webinar Series
Estate & Gift
 
March 4, 2010

Valuation Issues in Estate & Gift Tax

Featuring: Linda Trugman (Trugman Valuation Associates, Inc.), Jay Fishman (Financial Research Associates), and Chris Treharne (Gibraltar Business Valuations)
Run Time: 1h 40m 20s
From: BVR's Webinar Series
Estate & Gift
 
January 17, 2008

Jelke Reversal

Featuring: William Frazier (Stout), Michael Paschall (Banister Financial, Inc.), and John Porter (Baker Botts L.L.P.)
Run Time: 1h 42m 43s
From: BVR's Webinar Series
Case Law | Estate & Gift
 
February 22, 2007

Fighting Legal Pitfalls with Family Limited Partnerships: A Practical Guide to Forming, Operating and Defending FLPs

Featuring: Stephanie Loomis-Price (Winstead PC), Paige Ben-Yaacov (Baker Botts L.L.P.), and Garry Marshall (Howard Frazier Barker Elliott, Inc.)
Run Time: 1h 31m 3s
From: BVR's Webinar Series
Estate & Gift
 
November 16, 2006

Succession Planning for the Business Valuation & Forensic and Litigation Services Firms and Practice Units

Featuring: Ronald Seigneur (Seigneur Gustafson LLP), Christine Baker (Charter Capital Partners), Allan Koltin (PDI Global, Inc.), and Gary Trugman (Trugman Valuation Associates)
Run Time: 1h 35m 36s
From: BVR's Webinar Series
Estate & Gift
 
July 27, 2006

Ask the IRS

Featuring: Michael Gregory (Michael Gregory Consulting) and Roger Wilde (Anacapa Valuations, Inc)
Run Time: 1h 37m 21s
From: BVR's Webinar Series
Estate & Gift
 
June 1, 2005

Shielding your FLPs & FLLCs against IRS Attack

Featuring: George Hawkins (Banister Financial, Inc.), Spencer Jefferies (Partnership Profiles), Bruce Johnson (Munroe, Park & Johnson, Inc.), and Stephanie Loomis-Price (Winstead PC)
Run Time: 1h 43m 14s
From: BVR's Webinar Series
Estate & Gift
 
August 17, 2004

How to Discount for Trapped-In Capital Gains Tax

Featuring: Shannon Pratt (Shannon Pratt Valuations), William Frazier (Stout), Mark Lee (Sutter Securities Inc.), and Eric Nath (Eric Nath & Associates, LLC)
Run Time: 1h 36m 14s
From: BVR's Webinar Series
Estate & Gift
 
December 11, 2003

Succession Planning for the Private Business

Featuring: Shannon Pratt (Shannon Pratt Valuations), Larry Cook (Larry R Cook & Associates, PC), Stuart Kessler (Goldstein Golub Kessler LLP), and Brian Whitlock (Blackman Kallick Bartelstein, L.L.P.)
Run Time: 1h 37m 5s
From: BVR's Webinar Series
Estate & Gift
 
October 21, 2003

Hot Issues on FLPs/LLCs: Reality, Recognition & Valuation

Featuring: Shannon Pratt (Shannon Pratt Valuations), Owen Fiore (FioreWealthPlanningConsulting), George Hawkins (Banister Financial, Inc.), and Curtis Kimball (Willamette Management Associates)
Run Time: 1h 42m 58s
From: BVR's Webinar Series
Estate & Gift
 
Page: 1 of 1

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