Area of Focus Sessions

EST2619. Valuation Issues in Estate Planning

In this session, participants will review hot valuation topics in estate planning.

Learning Objectives:

  • Identify key aspects of valuation issues of estate planning.
  • Determine factors important to gift tax reporting.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Update - (for participants with a background in the subject area who desire to keep current)
Prerequisites
For participants with a background in the subject area who desire to keep current
Advanced Preparation
None
Session Tags
EA
Advanced Estate Planning
Speakers
Image of Carsten Hoffmann

Carsten Hoffmann

Managing Director, Regional Leader Irvine – Valuation Advisory
Stout
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