AICPA offers free webcast on estate/gift valuations

BVWireIssue #234-4
March 23, 2022

estate and gift taxation
discount for lack of control (DLOC), discount rate, estate and gift tax, family limited partnership (FLP), discount for lack of marketability (DLOM), fair market value (FMV)

A two-and-a half-hour webcast on estate and gift valuations is available free of charge from the AICPA. The webcast covers fundamental gift and estate strategies and discusses potential updates from the new administration that could impact estate and gift planning and valuations. It also discusses gifting in the current economic environment and considerations for valuation professionals (alternatives to lifetime exemption and low interest rate environment). The webcast is part of a course Jim Hitchner (Financial Valuation Advisors) created. You can access the estate/gift webcast if you click here (you’ll need to sign up for a free account on the AICPA website).
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