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Valuations for Wealth Transfer Planning

November 05, 2020
11:00 AM to 12:00 PM EST

Natasha Morales
Technical Support:

Technical Support
(BDO Employees):
  • Summary
  • Presenters
  • Recording

The course will discuss valuation methodologies and approaches relied upon in valuations for wealth transfer planning. What are the common approaches to valuation and key assumptions used within each approach, and what can companies/individuals do to minimize scrutiny by regulators such as the IRS?

Following this webinar, attendees will be able to:
  • Introduce common valuation contexts for trusts and estates
  • Recognize the typical valuation approaches and methodologies for trusts and estates, and the impact of COVID-19 on valuation approaches
  • Understand some of the key valuation parameters/assumptions
  • Understand common valuation issues and challenges with the IRS

Steven Kurtz - Managing Director, Valuation & Business Analytics, BDO USA

Diana Hopkins - Director, Valuation & Business Analytics, BDO USA

Jason Ross - Director, Valuation & Business Analytics

Access the Recording

Note: There are no CPE Credits for this webinar recording