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Valuation Issues in Estate Planning

Contains material from Jan 2016

Valuation Issues in Estate Planning
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Obtain guidance in reading and commenting on valuation reports, with a focus on assisting readers in refining appraisals to ensure that gift, estate, and generation-skipping transfer tax returns are prepared in a manner that is most defensible in audit and in court, if need be.

Includes: Video Audio Paper Slides


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1. Valuation Issues in Estate Planning (Jan 2016)

Stephanie Loomis-Price

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(mp4)
45 mins
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45 mins
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Session 1 —45 mins
Valuation Issues in Estate Planning (Jan 2016)

Obtain guidance in reading and commenting on valuation reports, with a focus on assisting readers in refining appraisals to ensure that gift, estate, and generation-skipping transfer tax returns are prepared in a manner that is most defensible in audit and in court, if need be.

Originally presented: Dec 2015 Estate Planning Workshop

Stephanie Loomis-Price, Winstead PC - Houston, TX