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Area of Focus Sessions

EST2513. Tax Affecting & Other Valuation Issues

This session will cover current valuation issues in the gift and estate tax area. At the top of the discussion is the evolving situation with tax affecting.

This program will also cover other hot transfer tax valuation topics learned from recent tax cases. We will focus on learning from recent tax cases and practical pointers to enhance the transfer tax practice.

Learning Objectives:

  • Identify tax affecting when valuing pass-through entities.
  • Analyze awareness regarding the most recent valuation cases and issues for the transfer tax practice.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
EST
CFP
EA