This session will explore recent developments and key court decisions affecting estate and gift valuations.
Gain practical knowledge and tools to:
Apply case law principles to real-world scenarios
Understand the role of valuation appraisers
Anticipate the impact of potential tax law changes
In addition:
Learn about the methodologies and approaches upheld by the courts
Navigate the tax consequences of valuation decisions
Leverage the Valuation for Estate & Gift Toolkit for due diligence efforts
Who will benefit: All valuation professionals
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