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Business valuation for estate planning: an $80 billion update

Dec 01, 2023 · 1 hour 15 min watch

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During this archived webcast, you’ll learn how proposed tax changes could significantly affect estate planning for FLPs, LLCs, and privately held businesses. This session will aim to update your knowledge of important topics related to business valuation in an estate planning context such as:

  • Revision of rules for valuation of certain property

  • Valuation of promissory notes, partial/fractional interests, and trust assets

  • Court cases, other legislative risks, and general observations

This archived webcast is brought to you by the AICPA’s Forensic

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