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.
Our valuation experts are going through a deep dive on valuation discounts and how to use them to benefit your clients’ estates, including:
- 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
Learning Objectives:
- Explain commonly recognized discounts in valuations for gift tax purposes
- Define factors that affect discounts – both within and outside of a planner’s control
- Describe how to structure planning documents to maximize discounts
Speakers
