Valuations for estate and gift tax purposes are a leading service area for valuation analysts, and attendees will learn about key provisions, regulations and rulings in this area. Family limited partnerships are a popular entity structure used by families to transfer ownership across generations, and attendees will learn about valuation considerations for these entities. Attendees will also learn how valuation analysts can assist clients and attorneys in drafting and understanding important valuation provisions of their buy-sell agreements.
*Identify general guidelines for estate and gift valuation in the IRC, Treasury Regulations, Revenue Rulings, and the fair market value standard of value. *Recognize key characteristics of family limited partnerships and how to value them.
Practitioners looking to grow a valuation practice within their firms, Professionals considering focusing on valuation as a career, Professionals in business and industry, particularly within corporate finance, seeking to increase their technical expertise in valuation, Professionals working in public accounting or consulting firms involved in valuation focused on mergers and acquisition, litigation, fair value, and others, Professionals preparing for the ABV examination.
Foundational or basic level of valuation knowledge prior to attending
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