Of late, much uncertainty has surrounded appraisals for estate and gift tax purposes. Though as financial experts watch judicial action and legislative inaction closely for signs of change and stability, the work of estate and gift appraisals continues with a singular constant: the Internal Revenue Service as reviewer.
In the Advanced Workshop on Estate and Gift Valuations for the IRS, expert Michael Gregory, a former territory manager with the IRS, joins BVR for an in-depth examination of what appraisers should know when performing a valuation for estate and gift tax purposes in light of IRS review. Join Gregory as he leads attendees through how the IRS views S corp and FLP valuations, discounts for lack of marketability and control, and how appraisals work through the IRS structure, among other topics. For anyone preparing work that may be subject to IRS review, this intensive, four-hour workshop is not to be missed.