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
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Note: There are no CPE Credits for this webinar recording