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
Participants will earn 1 CPE credit*
(Field of Study: Specialized Knowledge)
In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.
*NASBA DETAILS
Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].
Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
