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Valuations for Wealth Transfer Planning

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

Natasha Morales
Email
Technical Support:
844-580-6963

Technical Support
(BDO Employees):
888-236-9111
  • Summary
  • CPE Information
  • Presenters

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
  • Understand what are some of the key valuation parameters/assumptions
  • Understand common valuation issues and challenges with IRS

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

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

Jason Ross - Director, Valuation & Business Analytics

Learning Objectives
  • Introducing common valuation contexts for trusts and estates
  • Recognizing the typical valuation approaches and methodologies for trusts and estates
  • Understanding what are some of the key valuation parameters/assumptions
  • Understanding common valuation issues and challenges with IRS
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1 CPE Credit in Economic Growth
Program Level: Basic
BDO USA, LLP 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