Estate & Gift tax valuations with Trugman, Fishman, and Treharne

Linda Trugman, Jay Fishman, and Chris Treharne join BVR for their 100-minute teleconference, “Valuation Issues in Estate & Gift Tax” on March 4.  Jay has just returned from meeting with the IRS and will share his insights on preparer penalties, concerns about limitations (or elimination) on DLOM, and other topics.  There's also news on the legal decisions in the last month that influence the treatment of valuation for FLPs and other wealth transfer methods.  The session begins at 10:00 am PT/1:00 pm ET.   2 CPE credits are available.  To register or find out more, click here.