Valuation Issues in Estate and Gift Tax
Training Event Transcripts
March 4, 2010
Jay E. Fishman, FASA, FRICS
Chris D. Treharne, ASA, MCBA, CVA
Linda B. Trugman, CPA/ABV, MCBA, ASA, MBA
If anything can match the wealth of valuation opportunities in estate and gift tax, it is surely the ever-changing nature of the laws and guidelines applying to this field. Over 2009 alone, IRS rules have placed new burdens on estate and gift tax valuations, making it even more important—and difficult—for appraisers to stay on top of the current legal arguments and technical analyses that apply to the area of estate and gift tax.
In this presentation, Linda Trugman, author of BVR's forthcoming Guide to Valuation Issues in Estate & Gift Tax, is joined by Jay Fishman and Chris Treharne for a 100-minute presentation on what every appraiser needs to know when confronted with the evolving world of valuations for estate and gift tax purposes. For anyone practicing in this field, this presentation is a can't-miss event.