FVC1956. Estate Planning and Valuation: Current issues and topics

Area of Expertise: 
The Experienced Pro
Field of Study: 
Accounting
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of, or general experience in, forensic accounting, business valuation, or litigation

Wednesday, November 6, 2019
 
8:55AM-10:10AM

Valuations are still are critical part of estate planning. This session will provide some current considerations in estate planning and how valuations play into the estate planning process.
Learning Objectives:

  1. Understand the current regulatory environment for estate planning
  2. Understand the planning tools estate planners use and how valuations plan into those tools


SESSION SPEAKER(S)

CPA
Partner | Wipfli LLP
LL.M. (Taxation)
Former Partner & Director of Estate Planning | Wipfli LLP