Tax Issues Arising in Valuations
Training Event Transcripts
April 28, 2015
Patrice L. Riela, CBA, CPA, ABAR
Heather Tullar, ASA, CPA/ABV/CFF, MBA
Many business appraisers prepare opinions of value and corresponding reports for gift and estate tax filings. Tax issues surrounding applicable tax rates, corporate structure, and specific interest factors (control vs. minority, type of security) provide fertile ground for assumptions that may be subject to attack in valuations that may have material impacts on the concluded value. This webinar offers practical, hands-on advice for the gift and estate valuation professional encountering these issues.