A Deep Dive of Business Valuation Discounts

Webinar Content

Get expert tips to better estate plans for your clients.

By understanding the “how” and the “why” behind valuation discounts you can ensure client planning documents are set up to maximize available discounts.

And with lifetime exemption set to sunset in 2025, now is the time to have conversations with your clients about how to preserve their futures.

Save your seat to get a detailed overview of valuation fundamentals and understand how valuation discounts are applied to different business entities including real estate holdings, asset management companies and operating businesses.

Learning Objectives:

Commonly recognized discounts in valuations for gift tax purposes
Factors that affect discounts – both within and outside a planner’s control
How to structure planning documents to maximize discounts

Speakers

Jason Buhlinger, Partner, Armanino Advisory LLC
Jason Woon, Partner, Armanino Advisory LLC

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A Deep Dive of Business Valuation Discounts

Increase Your Clients’ Valuation Discounts in 2025

Learning Objectives:

Speakers

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